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 Administrator / Office Administrator
1-3 yearsSkills to master
- CRM data entry, basic reporting, managing schedules, supporting a team, understanding office processes and communication.
You're ready to move on when
- You're already the go-to person for CRM questions in your current role.
- You've shown a knack for organising data and improving small processes.
- You enjoy supporting a sales team and want to get more involved in the sales cycle.
- 2
Customer Service Representative
2-4 yearsSkills to master
- Customer communication, problem-solving, understanding customer needs, using ticketing or CRM systems, working under pressure.
You're ready to move on when
- You're excellent at managing customer queries and resolving issues efficiently.
- You've developed a strong understanding of our products/services and customer base.
- You're looking for a role that's less about direct customer interaction and more about operational support for sales.
- 3
Junior Sales Development Representative (SDR)
1-2 yearsSkills to master
- Prospecting, basic lead qualification, sales outreach, understanding the sales process, CRM usage.
You're ready to move on when
- You've gained experience in the front-line of sales and understand the challenges reps face.
- You enjoy the operational side of sales more than the direct selling aspect.
- You're keen to specialise in sales enablement and process optimisation.