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
Sales Development Representative (SDR) / Business Development Representative (BDR)
1-2 yearsSkills to master
- Mastering prospecting techniques, effective cold outreach (calls, emails, social), lead qualification, and booking high-quality meetings. You'll need to develop your resilience and time management.
You're ready to move on when
- Consistently exceeding meeting-booked or opportunity-created targets.
- Demonstrating strong product knowledge and an ability to articulate value.
- Receiving positive feedback from Account Executives on lead quality.
- Proactively seeking to understand the full sales cycle.
- 2
Customer Service / Support with Sales Aptitude
2-3 yearsSkills to master
- Deep product knowledge, exceptional problem-solving, building strong customer relationships, identifying upsell/cross-sell opportunities, and handling difficult conversations. You'll need to learn proactive sales techniques.
You're ready to move on when
- Receiving consistent positive customer feedback (e.g., high CSAT scores).
- Successfully resolving complex customer issues independently.
- Identifying and escalating potential sales opportunities to the sales team.
- Expressing a strong desire to move into a revenue-generating role.
- 3
Junior Account Executive / Field Sales Support
1-3 yearsSkills to master
- Assisting senior reps with deal management, proposal creation, CRM updates, and learning advanced negotiation tactics. You'll be exposed to the full sales cycle but without the full quota pressure.
You're ready to move on when
- Successfully supporting senior AEs in closing deals.
- Demonstrating a strong understanding of sales processes and tools.
- Taking initiative to learn more about sales strategy and customer engagement.
- Showing a clear capability to manage multiple tasks and deadlines.