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 Sales Operations Analyst
3-5 years as an analyst, then 2-3 years as a senior analystSkills to master
- Deep CRM expertise (Salesforce admin skills), advanced reporting and dashboard building, process documentation, initial project management experience.
You're ready to move on when
- You've successfully led 2-3 complex sales ops projects (e.g., a new report rollout, a process automation initiative) from start to finish.
- You're the go-to person for complex CRM issues or data requests from sales leadership.
- You've mentored junior analysts and helped them develop their skills.
- You proactively identify process inefficiencies and propose solutions, rather than just executing tasks.
- 2
Digital Sales Strategist / Specialist (Senior Level)
5-8 years in digital sales roles, with a focus on strategy and enablementSkills to master
- Expertise in sales engagement platforms, ABM strategies, sales cadence design, understanding of digital buyer journeys, strong analytical skills applied to sales performance.
You're ready to move on when
- You've designed and optimised multiple successful digital sales campaigns or cadences that demonstrably improved conversion rates.
- You're deeply familiar with various sales tech tools and how they integrate to support digital selling.
- You've presented strategic recommendations to sales leadership based on digital sales performance data.
- You've trained or enabled other sales reps on new digital selling techniques or tools.
- 3
Consultant (Salesforce/SalesTech Implementation)
5-7 years as a consultant, focusing on sales cloud or sales engagement platformsSkills to master
- Deep platform expertise, client-facing communication, project management, understanding of various business processes, change management.
You're ready to move on when
- You've led multiple full-cycle implementations of Salesforce Sales Cloud or similar large-scale sales tech platforms.
- You're comfortable gathering requirements from diverse stakeholders and translating them into technical solutions.
- You've managed project budgets and timelines, and successfully delivered projects on time and within scope.
- You have a strong understanding of best practices across different industries for sales processes and tech stack design.