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
Customer Service Advisor / Support Engineer (L1)
2-3 yearsSkills to master
- Mastering basic troubleshooting, efficient ticket resolution, understanding product functionality, and consistently achieving high CSAT scores for routine issues.
You're ready to move on when
- You're regularly taking on more complex or escalated tickets from junior colleagues.
- You're proactively identifying patterns in customer issues and suggesting improvements.
- Your CSAT scores are consistently excellent, even on tricky cases.
- You're seen as a go-to person for product knowledge or process questions within your team.
- 2
Junior Customer Success Manager
1-2 yearsSkills to master
- Understanding customer business objectives, conducting basic account health checks, and delivering value-added interactions (e.g., product training, best practice sharing).
You're ready to move on when
- You've successfully managed a small portfolio of accounts, ensuring their satisfaction and retention.
- You're comfortable leading customer calls and presenting product value.
- You can identify potential upsell or cross-sell opportunities (even if you don't close them).
- You've built strong relationships with your assigned customers.
- 3
Technical Support Specialist (Tier 2)
2-4 yearsSkills to master
- Deep technical troubleshooting, understanding system architecture, reproducing complex bugs, and working directly with engineering teams.
You're ready to move on when
- You're the expert for specific technical areas of the product.
- You can diagnose and resolve issues that stump the Tier 1 team.
- You're comfortable communicating highly technical information to non-technical users.
- You've successfully collaborated with engineers to resolve critical bugs.