Planning Team Leader

3 weeks ago

Surrey, United Kingdom CGL (Card Geotechnics Limited) Full time

Company Overview: CGL is a specialist geotechnical and geo-environmental consultancy in the UK and Ireland with clients in residential, commercial, and public sectors. Our philosophy has always been to look at what we do from a client’s perspective and as a growing business, we understand the importance of reliability in delivery and certainty of advice.
Based in one of our offices in Kent, Essex or Surrey (hybrid working), or based in the South West (Exeter area).
Job Type: Full-Time (37.Reporting to: Commercial Director

Job Summary: The candidate will play a pivotal role in assisting and executing the company's strategic vision and business objectives for the Kent and Godalming regions. The right candidate will have demonstrable skills in pipeline generation / work winning with a strong commercial background and be technically knowledgeable in at least one area of CGL’s core technical services (Geotechnical, Geoenvironmental, Temporary Works Design, Ground Investigation, Digital Imagery Analysis). The primary focus of the role will be to drive work winning and business development for the regions and beyond to exceed targets and KPIs .

Manage inbound lead generation opportunities, generated from various sources, ensuring an adequate pipeline of new business/client opportunity exists to exceed targets and KPIs.

Identify and pursue opportunities for growth, profitability and markets within the regions.

Understand opportunity qualification techniques to ensure opportunities are assessed and prioritised as appropriate to bring focus and urgency.

Have experience of rigorous forecasting processes ensuring the pipeline of new business opportunity is known and managed whilst keeping all opportunities current and up to date across all systems.

Work with technical teams to prepare high quality quotations ensuring that the technical requirements of contracts are adequately reviewed and delivered to a high standard.

Proactively build the CGL brand and maintain strong relationships with clients, suppliers and stakeholders.

Work closely with the Commercial Director to drive revenue growth through effective sales and marketing strategies.

Recommend and attend relevant networking and industry events, ensuring leads are generated, qualified, and tracked with the ROI from leads generated.


Ensure KPIs, targets and reporting are reviewed with Commercial Director as required to bring clarity whilst enlisting management help and support as needed.

Strong contract, commercial and risk allocation skills.

Experience of forecasting, project planning and financial control.

Support with the company's financial health and profitability.

Management of project budgets, financial forecasts, and cash flow.

Contract management.

Overseeing financial reporting and compliance with relevant regulations.

Input to the delivery of high-quality products/services to clients.

Excellent financial management skills with a track record of achieving financial targets.

Demonstrated commitment to ethics and compliance.

A Bachelor's degree in a relevant field is required.

A Master's degree is preferred.

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