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
Manager, Customer Value (from a larger organisation)
3-5 years as a Manager, leading a significant team and portfolio.Skills to master
- Scaling team operations, managing a larger P&L, developing managers, influencing at the VP level, driving cross-functional initiatives.
You're ready to move on when
- Consistently exceeding NRR targets for your previous team/portfolio.
- Successfully developed and promoted multiple direct reports.
- Led a major customer value programme from conception to successful adoption.
- Regularly presenting strategic insights to senior leadership (VP+).
- 2
Head of Customer Success (from a smaller/mid-sized company)
5-7 years leading the entire CS function, often reporting directly to the CEO/COO.Skills to master
- Building a CS function from scratch, managing all post-sale activities (support, services, value), full P&L accountability, board-level reporting, strategic partnerships.
You're ready to move on when
- Successfully scaled a Customer Success organisation during rapid growth.
- Achieved significant improvements in NRR and churn for the entire company.
- Demonstrated ability to influence product roadmap and sales strategy.
- Managed all aspects of customer experience, not just value.
- 3
Senior Consultant (Customer Strategy/CX)
8-10 years in consulting, specialising in customer strategy and transformation.Skills to master
- Deep expertise in value realisation frameworks, organisational change management, executive advisory, complex problem-solving across diverse industries.
You're ready to move on when
- Led multiple large-scale customer strategy engagements for F500 clients.
- Developed and implemented measurable customer experience improvements.
- Proven ability to influence C-suite clients and drive organisational change.
- Strong analytical and strategic thinking skills, applied to real-world business problems.