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
Administrative Assistant / Office Manager
1-2 yearsSkills to master
- Organisation, attention to detail, basic data entry, managing multiple requests, customer service skills.
You're ready to move on when
- You're the go-to person for system questions in your current role.
- You enjoy creating order out of chaos and optimising small processes.
- You've taken on tasks involving data management or simple reporting.
- 2
Customer Service Representative / Support Specialist
1-2 yearsSkills to master
- Troubleshooting, problem-solving under pressure, clear communication, using CRM systems (like Salesforce) to manage customer interactions, understanding customer pain points.
You're ready to move on when
- You're excellent at resolving customer issues and navigating complex systems.
- You've shown an interest in the 'why' behind system errors, not just fixing them.
- You're comfortable explaining technical steps to non-technical users.
- 3
Sales Development Representative (SDR) / Business Development Representative (BDR)
1-2 yearsSkills to master
- Understanding the sales cycle, using sales tools (CRM, sales engagement platforms), managing prospect data, hitting activity targets, resilience.
You're ready to move on when
- You understand the day-to-day challenges of a sales rep and how systems impact them.
- You've shown an aptitude for using sales tech efficiently and spotting data issues.
- You're interested in the operational side of sales, not just the selling itself.