Retail Consultant I

Only the passionate need apply.
We're looking for much more than qualified applicants.
We want individuals who believe that anything worthy of their effort is worthy of their best effort. That anything we produce should not merely compete but truly dominate its category.
Kasasa employees are dedicated to helping community banks and credit unions compete and win. Like the Spartans in the Battle of Thermopylae, we stand together and inspire others to join us in our mission.
Stronger as a whole and united by core values, we are more than a team. We are a phalanx. Are you ready to join an amazing group of people who genuinely love their jobs, in an environment that inspires greatness?
Our Benefits Include:
Work/Life Balance
·        Working for one of the Best Places to Work in Austin!
·        Open Paid Time Off
·        Gym Membership Reimbursement
·        Tuition Reimbursement
·        Spartan Development Plan
·        Love Fund - established as a way for Spartans to give back to their co-workers in need
·        13 paid Holidays
·        Stocked breakroom with excellent choices for snacks, breakfast and lunch options
Company Culture
·        Bar Camps - Internal groups for like-minded employees to support any cause or common goals
·        End of the month breakfast and catered lunch
·        Beer:30 Fridays - Sudsy social hour each Friday where we mingle and hang out
·        Chat & Chew - Thursday afternoon breaks with co-workers at extended snack bar
·        YouEarnedIt - Recognize and Reward your coworkers in meaningful ways
·        Philanthropic and Community Support
·        Sponsored Volunteer Days
Health & Welfare
·        PPO/HSA options for Medical, Dental, Vision with a substantial contribution from Kasasa
·        Life Insurance, Long Term Disability, Short Term Disability and Employee Assistance Program all provided in full by Kasasa
·        401K plan with matching contributions
·        Flex Accounts - Medical and Dependent

The Retail Experience Consultant is a results-driven Service and Sales Trainer who loves to travel, thrives in a fast-paced environment, believes in our vision, and lives by our Patch Values. He/she is motivated by helping clients set and achieve their goals, has high emotional intelligence, great problem solving skills, a passion for service and sales, and wants to be a part of building something incredible.

Essential Functions

  • Infuse the Patch Values into your work ethic, every day and every interaction
  • Manage the Kasasa training process for financial institutions; this includes the completion of assigned e-learning modules, assessments, and participation in on-site learning events
  • Ensure all product designs are complete and accurate prior to kick-off and retail launch
  • Provide direction to client executive team on the selection of key Kasasa roles at the institution which include but are not limited to the Kasasa Champion and Executive Sponsor
  • Guide financial institution executives and managers on given change management models and processes
  • Conduct observations and assess the sales and service experience delivered at the financial institution
  • Provide retail experience and change management guidance to financial institution executives and managers on an on-going basis
  • Work cross-functionally with Kasasa Client Success Team and Marketing to ensure all facets of our offering have been represented to the client and to serve as a feedback loop back to those departments 
  • Manage your own travel and expenses according to policy
  • Utilize CRM system to document all facets of on-site visit to serve as intel for other Kasasa teams, this includes but is not limited to executive engagement level, client’s perception of Kasasa, implementation issues, product feedback, etc.

Position Requirements

  • 1+ years of experience in a service, sales, or relationship management role
  • Travel 80-90%
  • Valid U.S. driver's license 
  • Familiarity with banking industry is a plus!
  • Ability to work well independently and within a team
  • Excellent communication and presentation skills, both written and oral
  • High energy and a passion for working in a fast-paced environment
  • Deals well with ambiguity and change
  • Unwavering integrity and strong character
  • An exemplary work ethic, a get it done attitude, and high personal accountability
  • Stellar organizational and prioritization skills, with a proven ability to manage multiple tasks
  • Professional acumen and high emotional intelligence
  • Bachelor’s degree is preferred
  • Must be legally allowed to work in U.S.

Meet Some of Kasasa's Employees

Cristina H.

Marketing Operations Program Manager

Mission-bound to scale Kasasa's financial technology exponentially, Cristina promotes the company's innovative banking services to local financial institutions.

Katherine R.

Manager, Marketing Program Delivery

On the Marketing Program Delivery team, Katherine devises first-class financial marketing solutions so Kasasa’s clients can achieve their strategic goals.

Back to top