The pathway
How you actually get there, here
How you become one varies far more by country than what one does. This is the UK route. Most people take one of these ways in; the right one depends on where you're starting from.
- 1
Associate Client Services Coordinator (L1)
1-2 yearsSkills to master
- Mastering product knowledge, understanding internal processes, effective data entry, basic client communication, and learning to triage issues. It's about getting the fundamentals absolutely solid.
You're ready to move on when
- Consistently hitting response time targets and accurately logging client interactions.
- Demonstrating a proactive approach to learning new product features.
- Successfully supporting a senior CLSE with administrative tasks and basic client queries.
- Showing initiative in identifying minor process improvements.
- 2
Customer Support Specialist (L1/L2)
2-3 yearsSkills to master
- Deep technical troubleshooting, advanced de-escalation techniques, creating knowledge base content, and understanding the full lifecycle of a support ticket. You'll be a product expert.
You're ready to move on when
- Resolving complex technical issues independently and efficiently.
- Receiving consistent positive feedback on your communication and problem-solving from clients.
- Identifying recurring support issues that could be addressed proactively by client services.
- Demonstrating a desire to move beyond reactive support to proactive relationship management.
- 3
Junior Account Executive / Sales Development Representative (L1/L2)
2-4 yearsSkills to master
- Understanding sales cycles, prospecting, qualifying leads, and initial client engagement. You'll have a good handle on the commercial side of things and how to build rapport quickly.
You're ready to move on when
- Consistently hitting or exceeding sales targets.
- Demonstrating strong relationship-building skills during the sales process.
- A clear understanding of client needs and how our product solves them.
- Expressing a desire to nurture long-term client relationships rather than just close deals.


