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
Senior Customer Relations Coordinator (Internal)
3-5 years as a Senior CoordinatorSkills to master
- Informal mentorship, leading small projects, advanced de-escalation, proactive problem identification, and a solid understanding of team metrics.
You're ready to move on when
- Consistently exceeding performance expectations as a Senior Coordinator.
- Regularly taking on informal leadership roles (e.g., training new hires, leading a specific initiative).
- Demonstrating a clear interest and aptitude for people management and process improvement.
- Receiving positive feedback from peers and managers on your ability to guide and support others.
- 2
Team Lead / Supervisor (from another Customer Service Dept)
8-12 years total experience, with 2-4 years in a formal team lead roleSkills to master
- Formal performance management, scheduling, budget oversight for a small team, cross-functional collaboration, and experience with similar CRM/support tools.
You're ready to move on when
- Proven track record of managing and developing a team to hit customer service targets.
- Experience in a similar fast-paced, customer-centric environment.
- Strong references from previous managers regarding your leadership and problem-solving abilities.
- A clear understanding of the nuances of our specific industry (SaaS/Tech).
- 3
Customer Success Manager (from another company)
8-12 years total experience, with 3-5 years in CSM rolesSkills to master
- Proactive customer engagement, understanding of customer health scores, driving adoption and retention, and managing a portfolio of accounts. You'll need to adapt these skills to a broader support leadership context.
You're ready to move on when
- Demonstrable experience in building strong customer relationships and driving positive outcomes.
- A strategic mindset focused on long-term customer value and loyalty.
- Ability to translate customer insights into actionable improvements for product and service.
- Strong communication and influencing skills, especially with internal stakeholders.