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
Associate Account Manager (L1)
1-2 yearsSkills to master
- Product knowledge, basic renewal process, CRM hygiene, initial client communication skills, understanding value proposition.
You're ready to move on when
- Consistently hitting activity targets and gross renewal rates on smaller accounts.
- Demonstrating proactive client engagement and basic issue resolution.
- Strong grasp of our product's core features and benefits.
- Ability to articulate our value proposition clearly and concisely.
- 2
Customer Success Manager
2-3 yearsSkills to master
- Deep product adoption expertise, client relationship building, proactive issue resolution, understanding client ROI, presenting value.
You're ready to move on when
- Proven ability to drive product adoption and client satisfaction.
- Strong understanding of client's business outcomes and how our product contributes.
- Comfortable leading strategic client conversations and QBRs.
- Demonstrated ability to identify potential upsell opportunities (even if not closing them).
- 3
Sales Development Representative (SDR)
2-3 yearsSkills to master
- Prospecting, lead qualification, objection handling, initial discovery calls, strong communication and persistence.
You're ready to move on when
- Consistently exceeding meeting booking targets and pipeline generation goals.
- Strong understanding of our target market and ideal customer profile.
- Excellent communication skills and ability to build rapport quickly.
- Demonstrated desire to move into a full-cycle sales or account management role.


