Career Development Guide
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Merchandiser Job Description Guide for Hiring Managers

Merchandiser job description guide: role summary, core duties, skills, tools, KPIs, compliance essentials, and a copy-ready template (plus interview prompts and a 30-60-9

Overview

A clear merchandiser job description helps you hire faster and set measurable expectations for store execution and sales lift.

In retail and CPG contexts, a Merchandiser ensures products are available, accurately priced, and visually presented to plan. This helps customers find and buy them. These duties align with tasks recognized by O*NET and the BLS for merchandise displayers, such as planning and installing displays and setting up signage O*NET, BLS.

This guide is for store owners, HR generalists, and operations leaders who want an employer-ready template and the why behind it. You’ll get responsibilities, tools, KPIs, compliance essentials, a copy-ready JD, interview prompts, a 30-60-90 plan, and career paths—all in one place.

Role summary and scope

Hiring the right Merchandiser matters. Shelf conditions and display execution directly influence conversion, basket size, and brand perception. The core purpose of the role is to grow sales by ensuring product availability, planogram compliance, clean pricing/promotions, and compelling visual standards.

Merchandisers partner with store managers, replenishment teams, sales reps, and suppliers. They execute resets, seasonal displays, and weekly price changes. They work across grocery, mass merchandise, club, convenience, home improvement, and apparel. Each environment has different pace, safety, and creative needs.

Whether you run an in-house team or use a third-party partner, the fundamentals are the same. You need consistent execution, data-backed decisions, and timely reporting. The rest of this guide translates those fundamentals into hire-ready language and metrics.

Core duties and responsibilities

Clarifying merchandiser duties and responsibilities in outcomes helps candidates self-screen. It also makes performance measurable. While day-to-day activities vary by account or category, most work falls into four streams: store-level visual execution, inventory and planogram compliance, promotions/resets, and reporting/collaboration.

Each stream below includes concise, copy-friendly bullets you can adapt to your operation. You’ll also find examples of tools and metrics that reinforce expectations. Use them to set the bar for quality and speed before the first store visit.

Store-level execution and visual standards

  1. Install, refresh, and maintain in-aisle and off-shelf displays (endcaps, POP, signage) to brand and store standards.
  2. Ensure shelves are clean, faced, blocked, and filled to capacity; correct label orientation and price visibility.
  3. Execute seasonal storytelling windows/tables (apparel/home) and thematic displays (grocery/CPG) to briefs.
  4. Audit and correct competitor encroachment, misplaced product, and damaged or expired goods.
  5. Capture high-quality before/after photos to validate display quality and compliance.

Strong visual execution increases dwell time and conversion. Photos plus manager sign-off create a shared “definition of done.”

Inventory, replenishment, and planogram compliance

  1. Read and execute planograms accurately; adjust facings and shelf heights to schematics.
  2. Replenish from backroom and overstock; escalate out-of-stocks and phantom inventory.
  3. Verify planogram compliance (e.g., 95%+ accuracy) and correct discrepancies on the floor.
  4. Flag assortment gaps and propose substitutions within guidelines; record UPCs and counts.
  5. Use handhelds or apps to scan SKUs, reconcile counts, and trigger reorders when authorized.

Tight on-shelf availability and planogram compliance reduce lost sales. They also simplify store operations.

Promotions, pricing, and seasonal resets

  1. Install and verify promo/signage changes by deadline; correct price tags and promo callouts.
  2. Complete seasonal/brand resets (often early morning or overnight) to plan and within time windows.
  3. Coordinate fixture moves, modular updates, and safety zones during resets.
  4. Validate promo readiness (product, price, placement) on launch day; troubleshoot gaps.
  5. Remove expired promo materials and restore base sets post-campaign.

On-time resets protect marketing ROI. They also prevent customer confusion at the shelf.

Field reporting, data, and cross-functional collaboration

  1. Submit time-stamped photos, counts, pricing, and notes via retail execution apps after each visit.
  2. Communicate issues (OSA gaps, safety concerns, fixture defects) to store leaders and suppliers.
  3. Align with sales/account reps on orders, displays, and event calendars to maximize lift.
  4. Track visit coverage, dwell time, and completion status; close tasks within SLA.
  5. Share competitive intelligence and customer feedback to inform category and visual strategies.

Structured reporting turns fieldwork into actionable insights. That drives continuous improvement.

Skills and qualifications

The best merchandisers blend customer-facing communication with planogram literacy, problem-solving, and reliable field execution. Hiring for these skills reduces rework and enables higher coverage with less supervision.

Focus on soft skills that predict reliability and quality, then layer in technical capabilities tied to your tools and KPIs:

  1. Clear, professional communication with store teams and vendors.
  2. High attention to detail and pride in presentation quality.
  3. Time management across multi-store routes and tight reset windows.
  4. Basic numeracy and comfort with counts, tags, and simple analytics.
  5. Adaptability under changing priorities and seasonal peaks.

Round out your screening with a brief hands-on task. For example, test reading a mini planogram or labeling accuracy. Use it to validate skills.

Technical and analytical skills

  1. Read and execute planograms and schematic drawings accurately.
  2. Use retail execution/mobile apps for tasks, photos, and reporting.
  3. Perform basic sales/velocity analysis to prioritize facings and displays.
  4. Operate handheld scanners or RFID devices for counts and audits.
  5. Apply image-recognition or shelf-scanning tools where available.

Technical fluency shortens ramp time. It also improves first-time-right execution in the field.

Physical and driving requirements

Most Merchandisers stand, walk, bend, and reach throughout a shift. They may move product, displays, and fixtures. NIOSH’s lifting guidance suggests a 51-pound recommended weight limit under ideal conditions. Employers should design tasks and provide equipment to reduce ergonomic risk and accommodate varied body sizes and abilities NIOSH.

For route/driver roles, a valid license, reliable transportation, and a safe driving record are typical. Some vehicles or routes may require compliance with U.S. DOT/FMCSA rules. That can include medical certification or a CDL based on vehicle and load FMCSA. Spell out driving expectations and any licensing requirements in your posting.

Requirements: education, certifications, and licensing

Most merchandiser roles require a high school diploma or GED, basic math/reading proficiency, and prior retail or customer-service experience. Candidates with resets, planograms, or visual display backgrounds typically ramp faster. They also need less oversight.

Preferred credentials can include forklift or pallet jack certification where used. Visual merchandising coursework or a portfolio helps in apparel/home. Food-safety awareness matters in grocery/CPG. For driver merchandisers, note any company vehicle policies, MVR standards, and state or local licensing requirements.

Keep requirements job-related and reasonable. Reserve “preferred” for nice-to-haves that won’t screen out capable entry-level talent.

Tools and tech stack for modern merchandising

Modern merchandising tools accelerate accuracy and proof of performance. Listing your stack in the JD signals how work gets done and attracts candidates who can hit the ground running.

  1. Planogram software (e.g., Blue Yonder/JDA, Nielsen Spaceman) for schematics.
  2. Retail execution/photo reporting apps (e.g., Repsly, GoSpotCheck, Movista).
  3. Image recognition shelf-scanning (e.g., Trax, Pensa) for OSA/compliance.
  4. Handheld barcode scanners or RFID for counts and audits.
  5. Mobile devices with high-resolution cameras for before/after validation.
  6. Route planning/GPS tools for multi-store coverage efficiency.
  7. Communication platforms (email, SMS, collaboration apps) for store/vendor alignment.

If your tools are proprietary, explain workflows. Cover assignments, photo proof, and completion SLAs so expectations are crystal clear.

KPIs and performance metrics

Defining KPIs upfront turns your merchandiser job description into a performance contract. Benchmarks should tie execution tasks to visible outcomes at scale.

Target a practical set of 5–7 metrics that balance quality, speed, and coverage:

  1. Planogram compliance rate (target: 95%+ per audit).
  2. On-shelf availability (OSA) for focus SKUs (target: 97–99%).
  3. Promo/display execution by deadline (target: 100% on launch day).
  4. Reset completion time vs. standard (target: within +/- 10%).
  5. Photo/report completeness (target: 100% with required angles/notes).
  6. Visit coverage and frequency (target: per route/store SLA).
  7. Rework rate/defect rate (target: <3% of audited tasks).

Review KPIs weekly with photo evidence and store feedback. Use trends to coach, not just score.

Work environment, schedule, and travel expectations

Setting realistic scheduling and travel expectations reduces attrition. It also ensures coverage during sales-critical windows.

Many resets happen early mornings, overnight, or before/after store hours to minimize shopper disruption. Weekends and holidays may see peak activity.

Field merchandisers often travel between stores in a territory and may be eligible for mileage reimbursement or company vehicles. Most roles are non-exempt and eligible for overtime under the Fair Labor Standards Act. Ensure timekeeping is accurate and hours are paid according to federal and state rules. Share average weekly hours, typical shift times, and travel radius in your posting.

Variations by merchandiser type

Different business models call for different flavors of the role. The sections below distinguish common variants so you can tailor responsibilities and screening to your needs. They still align to a single merchandiser job description framework.

Retail Merchandiser

  1. Execute planograms and endcaps across multiple categories in assigned stores.
  2. Coordinate with store managers/department leads for access, timing, and price changes.
  3. Replenish shelves from backroom; fix labels and tags; remove damages.
  4. Capture photo proof and submit visit reports; escalate OOS and safety issues.
  5. Support seasonal sets and event builds during peak periods.

This variant emphasizes speed, accuracy, and partnership with store teams across multiple accounts.

Visual Merchandiser

  1. Design and install windows, mannequins, and focal tables to brand guidelines.
  2. Create cohesive stories with props, lighting, and signage; maintain floor sets.
  3. Partner with buyers/allocators on assortment presentation and density.
  4. Produce sketches/mockups and maintain a portfolio of prior work.
  5. Audit store compliance and coach teams on brand standards.

This track blends creativity with commercial goals and typically expects a portfolio.

Route/Driver Merchandiser

  1. Cover a multi-store daily route; coordinate with delivery to ensure product availability.
  2. Stock, rotate, and merchandise delivered product; verify pricing and promos.
  3. Maintain a safe driving record; comply with company/DOT requirements as applicable.
  4. Manage returns/damages paperwork and reconcile load counts.
  5. Communicate route issues, competitor activity, and display opportunities.

This route-driven role prioritizes efficiency, safety, and service—often called a driver merchandiser job description in beverage/CPG.

Reset/Planogram Specialist

  1. Execute set changes, fixture moves, and modular updates to exact schematics.
  2. Work early mornings/overnights to meet reset windows and safety protocols.
  3. Verify measurements, facings, and shelf heights; remedy exceptions.
  4. Collaborate with reset teams and store leadership to minimize downtime.
  5. Document completion with detailed photos and compliance checklists.

Accuracy under tight deadlines is the hallmark of this specialist variant.

Merchandiser vs related roles

Clarifying differences improves candidate fit and avoids mismatches. Merchandisers execute in-store presentation, while buyers and category managers set upstream strategy, and sales reps manage orders and accounts.

Merchandiser vs Buyer

Buyers own assortment selection, vendor negotiations, and landed costs. They decide what to carry and at what price. Merchandisers execute those decisions on the floor—setting planograms, signage, and displays—without owning buying or pricing strategy.

Merchandiser vs Category Manager

Category managers set strategy across brands, including space allocation, promotions, and pricing architecture. They also lead vendor collaboration. Merchandisers focus on store-level execution and compliance so category plans come to life for shoppers.

Merchandiser vs Sales/Account Representative

Sales reps drive orders and revenue at the account level, often negotiating displays and promotions. Merchandisers ensure shelf conditions, pricing, and displays are correct and compelling after those agreements are made.

Compensation and benefits benchmarks

Most Merchandisers are paid hourly (non-exempt), with overtime eligibility. Some roles include shift differentials for early mornings or overnights. Total compensation often combines base pay with mileage reimbursement or a vehicle stipend for field roles. Occasional incentives may tie to display execution, coverage, or sales lift.

Benchmark pay using the most relevant occupation data. The BLS recognizes “Merchandise Displayers and Window Trimmers” for wage context. Adjust for market, industry, and experience BLS. Be transparent about benefits (health, 401(k), PTO), per diem and travel rules, and equipment provided (devices, tools, uniforms).

Compliance essentials for job postings

A compliant, inclusive posting broadens your talent pool and reduces legal risk. Prioritize clarity on essential functions, pay, and worker protections.

  1. State the role’s non-exempt status and overtime eligibility (FLSA).
  2. Separate essential vs. marginal functions; note reasonable accommodations (ADA/JAN).
  3. Include a concise, inclusive EEO statement and de-biased wording (EEOC).
  4. Specify driving/background checks only if job-related and consistent with law.
  5. Provide pay range, schedule, travel radius, and mileage/vehicle policy.
  6. Describe physical demands with ergonomic/safety context (NIOSH).

Use the detailed subsections below to fine-tune your language.

EEO and inclusive language

Model statement: We are an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, national origin, age, sex, pregnancy, sexual orientation, gender identity, disability, veteran status, or any other protected characteristic consistent with applicable law EEOC. Avoid coded terms (e.g., “young,” “able-bodied,” “native speaker”) and focus on skills and outcomes.

ADA and essential functions

Define the role’s essential functions, such as executing planograms, lifting or moving displays, and traveling between stores. Separate marginal tasks. State that reasonable accommodations are available and describe how to request them. JAN provides guidance on writing inclusive job descriptions and accommodations JAN.

FLSA classification and overtime

Most Merchandiser roles are non-exempt. That means they must track hours and receive overtime pay for hours worked over 40 in a workweek (or per applicable state law) DOL FLSA. Clarify timekeeping, paid travel policies between stores, and approval processes for overtime.

Copy-ready Merchandiser job description template

Use this template as-is or tailor it by variant (retail, visual, route/driver, reset). It embeds measurable outcomes, tools, and compliance placeholders.

Job summary

As a Merchandiser, you will increase sales by ensuring products are available, accurately priced, and visually presented to plan. You’ll execute planograms, build displays, complete resets, and report results with photo proof across assigned stores. Success looks like high compliance, on-time promos, and strong partnerships with store teams.

Responsibilities

  1. Execute planograms and modulars with 95%+ accuracy; document exceptions and fixes.
  2. Build and maintain displays/endcaps and install signage to brand/store standards.
  3. Replenish shelves, rotate stock, and correct labels to ensure 97–99% on-shelf availability.
  4. Complete seasonal resets within time windows (including early mornings/overnights as needed).
  5. Verify promo readiness (product, price, placement) on launch day; resolve gaps.
  6. Submit time-stamped photos and visit reports via the retail execution app after each stop.
  7. Communicate issues (OOS, safety, fixture defects) to store leaders and supervisors promptly.
  8. Cover assigned route/stores per schedule; manage time to meet SLA targets.
  9. Maintain equipment and follow safety/ergonomic practices during all tasks.

These outcome-based bullets set a clear quality bar and make performance review objective.

Qualifications

  1. High school diploma/GED; 1+ year in retail, merchandising, or related field (preferred).
  2. Ability to read/execute planograms; strong attention to detail and presentation quality.
  3. Comfortable using mobile apps, scanners, and taking clear before/after photos.
  4. Reliable transportation and valid driver’s license (route roles); safe driving record.
  5. Strong communication and teamwork skills with store personnel and vendors.
  6. Able to work early mornings, evenings, weekends, and holidays as needed.
  7. Required: ability to stand/walk most of shift and lift/move merchandise and displays.
  8. Preferred: experience with resets, visual merchandising, or handheld/RFID tools.

Keep “preferred” separate from “required” to widen your candidate pool without lowering the bar.

Physical requirements

This role involves standing, walking, bending, reaching, and occasional ladder use for most of the shift. Lifting and moving merchandise and displays is required. Tasks should be designed with ergonomic best practices. Note that NIOSH’s recommended weight limit under ideal conditions is 51 pounds. Reasonable accommodations will be provided to enable qualified individuals with disabilities to perform essential functions.

Compensation and schedule

This is a non-exempt, hourly role with a pay range of $X.XX–$Y.YY per hour, plus overtime per applicable law. The typical schedule includes early mornings and occasional weekends or holidays for resets. Average weekly hours are approximately ZZ. Mileage reimbursement or a vehicle stipend is provided for eligible field travel. Company devices and tools are provided.

EEO and ADA statements

We are an Equal Opportunity Employer and value diversity at all levels of the organization. We consider all qualified applicants without regard to legally protected characteristics and are committed to an inclusive workplace. If you require a reasonable accommodation to complete any part of the application process or to perform essential job functions, please notify us.

Interview prompts and screening tips

A few well-constructed, scenario-based questions can quickly predict execution quality, reliability, and collaboration.

  1. Walk me through how you read and execute a planogram. Strong answer includes matching facings/heights to schematics and validating with photos; score for specificity.
  2. A promo launches tomorrow and the product is missing. What do you do? Look for proactive escalation, substitutions within policy, and store coordination; score for judgment and urgency.
  3. Show me your approach to before/after photos. Good answers cover angles, labels, and timestamp compliance; score for process discipline.
  4. Describe a time you corrected a pricing/signage error. Assess impact awareness and communication with store leaders; score for ownership.
  5. How do you prioritize tasks across a multi-store route? Listen for travel efficiency, SLA focus, and contingency planning; score for time management.
  6. Tell me about a reset you completed under a tight window. Evaluate speed vs. accuracy trade-offs and teamwork; score for results and safety.
  7. What tools have you used for reporting? Probe for mobile apps, scanners, and comfortable documentation; score for tech fluency.
  8. How do you handle feedback after an audit finds defects? Look for coachability and corrective action planning; score for growth mindset.

Onboarding plan: first 30-60-90 days

A structured ramp plan speeds time-to-productivity and reduces rework. Set weekly check-ins and use photo/audit data to reinforce expectations.

  1. 0–30 days: Complete safety training, tool/app setup, and ride-alongs. Execute planograms with supervision; achieve 90%+ photo/report completion and pass a planogram literacy check.
  2. 31–60 days: Work independent shifts on core categories; hit 95%+ planogram compliance and 97% OSA on focus SKUs; complete one full reset with light guidance.
  3. 61–90 days: Own a small route or department portfolio; maintain on-time promo execution at 100% on launch day; contribute observations that improve displays or reduce rework.

By day 90, the goal is reliable coverage with minimal supervision and consistent KPI attainment.

Career path and progression

Merchandising builds durable skills in retail operations, communication, and visual execution. Common paths include Senior Merchandiser or Lead, Visual Merchandiser, Reset/Project Lead, and transitions into Category Management, Store Operations, or Field Sales/Account Management.

Upskill with planogram or space planning exposure, photo/reporting excellence, and cross-training on resets and visual standards. For creative tracks, maintain a documented portfolio of displays and floor sets. For analytical tracks, learn basic space planning and sales or velocity analysis.

FAQs

Short, direct answers help candidates self-qualify and help hiring managers set expectations clearly.

  1. What does a Merchandiser do day to day? Execute planograms, stock/rotate, build displays, install signage, verify pricing/promos, and report with photos; collaborate with store teams.
  2. Do Merchandisers travel? Field and route merchandisers travel between stores in a territory; visual/corporate roles may be single-site or multi-site depending on brand footprint.
  3. Is Merchandiser the same as Buyer? No—buyers pick and price assortments; merchandisers execute presentation, availability, and promo at the shelf.
  4. What skills do Merchandisers need? Communication, attention to detail, time management, planogram literacy, and comfort with mobile/reporting tools.
  5. How do compensation packages work? Typically hourly (non-exempt) with overtime eligibility, plus mileage/vehicle stipends for field roles and occasional incentives.
  6. How should a merchandiser job description vary by industry? Grocery/CPG emphasizes resets, OSA, and rotation; apparel/home emphasizes visual storytelling and portfolios; route roles emphasize driving and delivery coordination.
  7. When should I use an outsourced merchandising partner? Use third-party teams for surge resets, broad geographic coverage, or specialized projects; keep in-house for brand-critical or daily maintenance work where direct control matters.

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