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
Channel Coordinator / Sales Support Specialist
1-3 yearsSkills to master
- Mastering CRM data entry and reporting, understanding sales processes, basic partner communication, and administrative efficiency. You'd be handling the grunt work and learning the ropes.
You're ready to move on when
- Consistently accurate data management in CRM.
- Proactive identification of process inefficiencies.
- Positive feedback from internal teams on support provided.
- Demonstrated ability to handle routine partner queries independently.
- 2
Sales Operations Analyst (Junior)
2-4 yearsSkills to master
- Strong data analysis in Excel, building basic sales reports, understanding sales forecasting principles, and process documentation. You'd bring a data-driven mindset.
You're ready to move on when
- Ability to build and interpret basic sales performance reports.
- Proposing data-backed improvements to sales processes.
- Excellent attention to detail in data validation.
- Strong understanding of the sales pipeline stages and metrics.
- 3
Customer Success Representative (Mid-Market)
2-4 yearsSkills to master
- Building strong client relationships, understanding customer needs, proactive problem-solving, and driving customer adoption/retention. You'd bring a customer-centric approach to partners.
You're ready to move on when
- High customer satisfaction scores and retention rates.
- Strong ability to understand and articulate customer/partner value.
- Proven track record of proactive client engagement.
- Experience with product adoption and feature training.