Customer Activity & Planning Executive

Carlsberg Britvic; Tamworth; On-site; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Product allowance

Private medical options

Life assurance

Company bonus scheme

24/7 GP services

Enhanced pension

Generous holiday

Discounts

Job summary

Britvic in Tamworth is seeking a permanent Customer Activity & Planning Executive. The role oversees commercial equipment placement, account setup across Nintex, SAP and Oracle, and planning service and uplift activities for field engineers.

You will own system-generated service plans and balance workloads to maximise ROI. The role requires proactive issue resolution, strong stakeholder collaboration, and data integrity across systems.

Qualifications

• Clear communication with stakeholders to deliver goals.
• Strong organisation and time management abilities.
• Solid commercial understanding and data integrity awareness.

Responsibilities

• Execute account creation in Nintex, SAP and Oracle ensuring no duplicates.
• Capture equipment leads for internal, 3rd party and outlets and meet SLA response times.
• Assess commercial viability of equipment placements to maximise ROI.
• Manage contracts and update systems before placing orders.
• Coordinate survey requests for dispense and chillers with Field Service teams.

Skills

Communication skills

Time management

Commercial knowledge

Britvic systems (Oracle)

Problem solving

Stakeholder management

Tools

Nintex

SAP

Oracle

SharePoint

Job description

Date: 21 Aug 2026

Location:

Tamworth - Micapoint, GB, B77 4DR

Customer Activity & Planning Executive

Job Title: Customer Activity & Planning Executive

Location: Mica Point, Tamworth

Job Length: Permanent

Working Hours: 39.5 hours per week (Shifts will be between 8am and 6pm Mon-Sun)

Competitive Salary With Extensive Benefits

• Monthly product allowance – alcoholic & non-alcoholic options available
• Private Medical options
• Life Assurance
• Company bonus scheme
• Access to 24/7 GP services
• Enhanced pension contribution
• Generous holiday (inc bank holidays)
• Access to a range of high street discounts

About The Role

The role of the Customer Activity & Planning team is to ensure our customers receive a positive experience when they contact Britvic.

Execute the commercial equipment placement processes encompassing customer account creation, equipment lead capture, commercial viability, contract management and equipment order processing to ensure the right equipment is placed in the right outlets to deliver the required ROI.

Responsible for planning the service, installation and uplift activity of a team of field based engineers and contractors (where appropriate) ensuring optimisation of resource within a given geographical area.

Owning the system generated service and install plans, ensuring workload & efficiency are balanced whilst managing exceptions.

Individuals need to be able to manage issues on their own and escape where appropriate.

Key Responsibilities

• To execute the account creation process across Nintex, SAP and Oracle ensuring duplicate accounts are eliminated and appropriate hierarchy reporting solutions are in place for indirect accounts
• To ensure the equipment lead capture process is implemented for internal, 3rd party and outlet level customers ensuring response SLA's are met.
• To execute commercial viability assessments for equipment placements ensuring the most appropriate equipment solution is executed to deliver maximum ROI.
• To execute the equipment contract process ensuring contracts are in place and systems updated for relevant customers before equipment orders are placed.
• To execute survey requests for dispense and chillers to the Field Service teams ensuring relevant equipment details and templates are populated.
• To execute the account closure process across Nintex, SAP and Oracle for when equipment has been uplifted ensuring relevant contracts are terminated and charged as appropriate.
• To execute new Chiller Planograms requests ensuring all technical and system changes implemented in Oracle and interfaced to 3rd Party Suppliers
• To liaise with internal and external sales teams to ensure appropriate communication on progress for equipment placement requests.
• To execute data integrity programmes to ensure alignment of data between SAP, Nintex and Oracle and to purge obsolete data.
• Resource capacity management to ensure that the correct amount of resource is assigned to service and installs
• Manage service, install & uplift activity through effective and correct use of Oracle.
• Optimise productivity by managing the workload exceptions in the most effective way.
• Work in partnership with stakeholders, specifically Systems Reporting, to ensure accurate measurement of field effectiveness.
• Customer calling to be a integral part of role in order to minimise aborts, in particular ZKAs, and to meet the installation SLA.
• Promote new processes & systems and constantly seek continuous improvement.
• To ensure cost efficiencies of activity and field resources within a specified geographical area
• Adherence to customer charging process and approval of cross charges from Commercial Teams/Customer prior to progressing with activity.

Knowledge, Skills & Experience

• Effective communication skills in order to work with stakeholders to deliver against goals
• Organisation and Time Management skills
• Good Commercial Knowledge
• Working knowledge of Britvic Systems (Oracle, SAP, Nintex, Sharepoint)
• Ability to work in stressful situations & use own initiative when problem solving
• Capable and experienced in dealing with challenges from customers and internal stakeholders

Key Behaviours

• Demonstrates the Britvic Values
• Understands and demonstrates the importance of delivering great customer service while keeping Britvic's best interests in mind at all times.
• Accepts responsibility for actions and is open to feedback in order to improve performance
• Ability to communicate effectively with all levels of stakeholders
• Have a willingness to learn and to coach others
• Is responsible for personal development.
• Professional attitude at all times
• Ability to handle change and adaptability to changing working environment when required.

Our Commitment to Diversity Equity & Inclusion

We welcome applications from people of all backgrounds, identities, and experiences - including those of different races, ethnicities, genders, sexual orientations, ages, abilities, religions, and socioeconomic statuses. We actively seek to create a safe and inclusive environment for all of our colleagues, where diverse perspectives are welcomed, and inclusive practices are embedded in everything we do.