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
Customer Service Representative
1-2 yearsSkills to master
- Exceptional client communication (handling complaints, building rapport), problem-solving under pressure, understanding client needs, and meticulous record-keeping. You'll already be a pro at making people feel heard.
You're ready to move on when
- Consistently high customer satisfaction scores.
- Proven ability to de-escalate difficult situations.
- Strong organisational skills in managing multiple customer cases.
- Demonstrated interest in moving beyond reactive support to proactive relationship building.
- 2
Administrative Assistant / Office Manager
1-2 yearsSkills to master
- Advanced organisational skills, scheduling and calendar management, professional written communication, data entry accuracy, and supporting multiple senior stakeholders. You'll be a master of juggling tasks.
You're ready to move on when
- Flawless record of meeting deadlines and managing complex schedules.
- Excellent attention to detail in all administrative tasks.
- Positive feedback from executives on proactive support.
- Expressed desire to apply organisational skills in a client-facing, commercial role.
- 3
Sales Development Representative (SDR) / Business Development Representative (BDR)
1-2 yearsSkills to master
- Understanding the sales funnel, initial client outreach, qualifying leads, handling objections, and CRM proficiency. You'll already have a taste for the sales hustle.
You're ready to move on when
- Consistently hitting or exceeding lead generation targets.
- Strong phone and email communication skills.
- Good understanding of sales tools and CRM.
- A clear desire to move from prospecting to managing existing, valuable client relationships.


