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
Administrative Assistant / Office Manager
1-2 yearsSkills to master
- Organisation, scheduling, document management, basic communication, managing multiple stakeholders.
You're ready to move on when
- You're the go-to person for keeping things running smoothly.
- You've handled complex scheduling and logistics for senior staff.
- You're comfortable with office software and quick to learn new tools.
- You've shown initiative in improving administrative processes.
- 2
Customer Service Representative
1-2 yearsSkills to master
- Client communication (written and verbal), problem-solving, attention to detail, managing client expectations, CRM usage.
You're ready to move on when
- You've consistently achieved high customer satisfaction scores.
- You can de-escalate difficult client situations calmly.
- You're excellent at documenting client interactions and issues.
- You show a keen interest in understanding client business needs beyond just solving tickets.
- 3
Sales Development Representative (SDR) / Business Development Representative (BDR)
0-1 year (if you decide this role isn't for you)Skills to master
- Prospecting, lead qualification, initial outreach, sales messaging, understanding sales pipelines.
You're ready to move on when
- You've consistently hit targets for setting qualified meetings.
- You're comfortable with cold outreach and handling initial objections.
- You've developed a good understanding of our ideal customer profile.
- You're keen to move into a more direct sales role quickly.


