Every member of the CPM team contributes to the overall growth of our business. People are at the core of CPM’s business proposition so as a key member of the CPM Operations team this role is expected to make a significant contribution to the culture within CPM, via demonstrable initiatives to drive best practice and continuous improvement. A winning attitude combined with a digital mindset is essential for success in this role.
The main focus of this role is to provide best in class administrative, operational and field planning support and insights to the Senior Client Service Manager and Client Managers to ensure excellence in Clients Retail Execution Programmes.
In addition, this role will take ownership for the planning, scheduling, coordination and optimisation of tactical field visits (sales activation and sales relief calls) across core client accounts, ensuring best-in-class execution, resource utilisation and coverage delivery.
The Role Holder will be a champion for the CPM values of Freedom, Integrity, Excellence, Respect, and Innovation at all times, both internally and externally with Clients, whilst delivering on-time and professional execution of all operational and field deployment activities.
The Primary Responsibilities for This Role Are:
1. Tactical Field Planning & Scheduling (NEW – CORE COMPONENT OF ROLE)
• Own the end-to-end planning and scheduling of tactical field visits for core client accounts, including:
• Develop and maintain dynamic call files and deployment schedules, ensuring:
• Act as the central coordination point between Client Service Managers and Regional Sales Managers and Tactical Teams to:
• Manage resource allocation across core, flex and contractor field teams, ensuring:
• Coordinate briefing, deployment and tracking of all tactical campaigns, including:
• Track and report on:
• Liaise closely with Field Managers to:
2. Logistics and Assets Co‑ordination
• Arrange ordering, allocation and distribution of programme assets
• Maintain account staff contact details and equipment logs
• Maintain asset logs (vehicles, fuel cards, tolls, insurance)
• Compile and submit allocation and dispatch reports
• Liaise with field staff to ensure sufficient equipment availability at all times
3. General Account Administrative Responsibilities
• Process onboarding and offboarding of team members
• Update and maintain Field Team Call files (including tactical scheduling inputs)
• Liaise with Tactical Team to arrange call coverage when required
• Organisation and coordination of client and field team meetings/conferences
• Collation and submission of weekly timesheets
• Postage and dispatch duties where required
• Conducting regular compliance audit calls
4. Reporting / IT
• Preparation and distribution of Client Reports as per Agreed Contract Timelines
• Analysis of visit submissions vs reporting and call schedules and flag any concerns
• Issue resolution and assistance with field and client queries on a daily basis
• Assist all account staff with IT requests and issue escalation and resolution
• Proactively review current processes with a view to improve and streamline where possible
Required Experience & Competencies
• Strong written, verbal and phone communication skills
• Strong planning, scheduling and coordination capability
• Ability to manage multiple moving priorities across field teams
• Strong problem-solving and decision-making skills
• High attention to detail and accuracy
• Effective time management and organisation skills
• Ability to work independently and proactively
• Commitment to customer satisfaction and project success
• Strong data and digital mindset (Power BI / reporting tools)
• Ability to interpret data and translate into actionable field plans
Desirable
• Experience in field sales, merchandising or retail execution environments
• Experience managing call files, journey planning or field scheduling
• Prior experience with Power BI
• Presentation skills
Role KPIs and Measures of Success
Delivery of agreed tactical field visit schedules across all core clients
• Achievement of agreed coverage targets and execution SLAs for tactical campaigns
• Optimisation of field resource utilisation (minimising gaps and over-servicing)
• Real-time management of call file accuracy and scheduling integrity
• High compliance rates on tactical activations (execution quality & reporting)
• Timely deployment and reporting of all tactical campaigns
Benefits:
CPM is an international sales outsourcing and customer experience agency. We inspire people to TRY, BUY & LOVE your brand, wherever, whenever, and however they can be influenced.
We work with brands and businesses that want to identify and seize every opportunity to maximise returns and minimise risk efficiently. Partnering iconic brands across all major sectors from Food and Drink to Luxury, Technology and Automotive.
Our amazing people connect with customers across physical, virtual and digital touchpoints in multiple markets and channels. Using strategic planning, data science and technology, we select and deploy the best resource in the most agile way to maximise results for you.
Our integrated solutions include: sales, merchandising, customer experience, sampling, experiential, shopper marketing, auditing and data science.
But we couldn’t do it without our talented people. They uniquely possess a wide range of skills, experiences, and backgrounds, working as a cohesive team who cares, is curious and achieves together.
There is a better way. Contact us to see how we can inspire you
www.cpm-int.com or call +44 (0)20 3481 1020
