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
Partnership Coordinator (L1)
1-2 yearsSkills to master
- Mastering administrative tasks, understanding internal processes, basic CRM management, supporting partner enablement, and learning the fintech ecosystem.
You're ready to move on when
- Consistently delivering high-quality support to the partnerships team.
- Proactively identifying ways to improve partner support processes.
- Demonstrating a strong understanding of our partner programmes and products.
- Taking initiative to learn more about the commercial aspects of partnerships.
- 2
Business Development Representative (BDR) or Sales Development Representative (SDR)
2-3 yearsSkills to master
- Strong prospecting, qualification, and initial outreach skills
- understanding sales cycles
- handling objections
- and developing a commercial mindset.
You're ready to move on when
- Exceeding lead generation or pipeline contribution targets.
- Demonstrating excellent communication and persuasion skills with prospects.
- Showing a keen interest in strategic relationships beyond individual sales.
- Successfully identifying and qualifying potential partners for the team.
- 3
Account Manager or Client Success Manager
2-4 yearsSkills to master
- Deep client relationship management, understanding client needs, driving adoption and retention, and identifying upsell opportunities within existing accounts.
You're ready to move on when
- Achieving high client satisfaction and retention rates.
- Successfully growing revenue within your client portfolio.
- Demonstrating strong problem-solving skills for client issues.
- Identifying opportunities for clients to partner with us more deeply.