Retail Engagement Specialist

2020 Companies•Concord, CA

8d•Onsite

About The Position

2020 Companies is hiring a Retail Engagement Specialist to represent a client’s financial services and program at retail locations across an assigned territory. This field-based role focuses on building merchant relationships, increasing awareness of the program, educating retailers about products and benefits, and supporting a strong customer experience. The specialist will travel daily to retailers, generally completing approximately 22–35 visits per day depending on geography and scheduling, while balancing in-store engagement, driving, and administrative follow-up. The role involves independent work with support from leadership and training teams. The schedule is Monday through Friday. Compensation is $29 per hour with a 10% monthly bonus opportunity. The role requires a personal vehicle, a valid driver’s license, proof of insurance, and successful completion of a Motor Vehicle Record screening. The specialist may also travel to major markets and events for product launches.

Requirements

High school diploma or equivalent experience.
Six months of prior sales, promotion, retail, or marketing experience.
Demonstrated knowledge of products and services.
Strong communication, presentation, interpersonal, and problem-solving skills.
Ability to work independently in a field-based environment and manage a daily route.
Organized, reliable, adaptable, professional, and customer-focused approach.
Integrity and commitment to customer satisfaction.
Ability to multi-task in a fast-paced team environment and maintain customer confidentiality.
Reliable transportation within the assigned territory; a personal vehicle, valid driver’s license, and proof of insurance are required.
Successful completion of a Motor Vehicle Record screening.
Ability to lift and carry up to 15 pounds.

Nice To Haves

Prior retail, sales, field marketing, or customer-facing experience is a plus.

Responsibilities

Visit retail locations within the assigned territory and engage merchants professionally.
Introduce and educate new merchants about the client’s financial services, products, and program benefits.
Provide on-site support, answer questions, and address merchant concerns.
Place and maintain point-of-sale materials, point-of-purchase signage, and branding in stores.
Advise merchants by providing information about products.
Audit and record competitive products, promotions, merchandising, displays, and merchant feedback.
Travel to major markets and events for product launches and assist with launch-related activities as needed.
Document visits and accurately track and communicate activity to Retail Operations using mobile tools and reporting systems.
Submit feedback reports in a timely manner and maintain appropriate documentation for each visit.
Work with leadership to meet territory goals and coverage expectations.
Schedule store visits at least two weeks in advance and execute assigned activities during visits.
Meet or exceed quarterly visit goals and weekly in-store time goals, visiting multiple locations daily and weekly.