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
From Lead Revenue Operations Analyst / Senior Manager
3-5 years at the previous levelSkills to master
- Mastering strategic programme management, developing executive presence, building and leading high-performing teams (including managing managers), and demonstrating accountability for significant business unit outcomes.
You're ready to move on when
- Successfully led multiple complex, cross-functional projects with significant business impact.
- Consistently delivered accurate, high-stakes forecasts or strategic analyses that directly influenced executive decisions.
- Mentored and developed junior team members, showing strong leadership potential.
- Demonstrated ability to navigate organisational politics and influence senior stakeholders without direct authority.
- 2
From Director of Sales / Regional Sales Leader
4-6 years in a senior sales leadership roleSkills to master
- Developing deep analytical and data architecture knowledge, understanding the intricacies of sales compensation modelling, and mastering the strategic use of sales technology. The focus here is on translating sales leadership experience into operational and analytical excellence.
You're ready to move on when
- Achieved consistent sales targets and demonstrated strong commercial acumen.
- Developed a keen interest and capability in data-driven sales management and operational efficiency.
- Successfully managed large sales teams and implemented process improvements.
- Exhibited a natural ability to connect sales strategy with operational execution and analytical insights.
- 3
From Senior Finance Business Partner / FP&A Lead
5-7 years in a senior finance role supporting commercial teamsSkills to master
- Gaining a deep understanding of sales specific processes and methodologies, CRM systems, and the nuances of sales incentive design. The transition involves shifting from purely financial reporting to driving operational improvements within a sales context.
You're ready to move on when
- Provided critical financial support and analysis to sales leadership, demonstrating strong commercial understanding.
- Built robust financial models for sales forecasting and budgeting.
- Exhibited strong collaboration with sales teams, often acting as a trusted advisor on commercial performance.
- Demonstrated a desire to move into a more operational and strategic role within the commercial function.