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 Relationship Manager (L3) to Manager
Typically 2-4 years as a Senior CRM, demonstrating strong individual performance, informal leadership, and a knack for problem-solving beyond your own accounts.Skills to master
- Mastering complex account management, successfully de-escalating major client issues, mentoring junior colleagues, and proactively contributing to team-wide initiatives.
You're ready to move on when
- Consistently exceeding NRR targets on your own book of business.
- Being the 'go-to' person for advice or support for other CRMs.
- Successfully leading cross-functional projects that improve customer outcomes.
- Proactively identifying and proposing solutions to systemic customer success challenges.
- 2
Lead / Principal Customer Relationship Manager (L4) to Manager
Roughly 1-2 years as a Lead CRM, where you've already taken on significant programme ownership or informal team leadership responsibilities.Skills to master
- Architecting new customer success programmes (e.g., onboarding, advocacy), influencing senior stakeholders, and demonstrating a strategic, rather than purely operational, mindset.
You're ready to move on when
- Successfully designing and implementing new playbooks or processes.
- Consistently driving positive outcomes for the company's most critical accounts.
- Demonstrating strong influence across departments without direct authority.
- Being recognised as a subject matter expert and thought leader within the department.
- 3
Customer Success Consultant (External) to Manager
Around 3-5 years in a consulting role focused on customer success strategy, implementation, or transformation, followed by 1-2 years as a Senior/Lead CRM internally.Skills to master
- Translating theoretical frameworks into practical, executable strategies, managing complex client engagements, and adapting to an in-house operational leadership role.
You're ready to move on when
- Proven ability to drive measurable improvements in customer retention and growth for clients.
- Experience in building and implementing customer success programmes from scratch.
- Strong communication and change management skills.
- A clear understanding of the day-to-day realities of managing an in-house CS team.