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
Recent Graduate (Quantitative Discipline)
0-1 yearSkills to master
- Core data analysis tools (Excel, SQL, Salesforce), understanding sales metrics, clear communication of basic findings.
You're ready to move on when
- Consistently accurate data output.
- Proactive learning and asking insightful questions.
- Ability to independently run and troubleshoot standard reports.
- 2
Sales Operations Coordinator/Administrator
1-2 yearsSkills to master
- Deep CRM knowledge, process documentation, basic reporting automation, stakeholder communication.
You're ready to move on when
- Expertise in Salesforce reporting and data quality management.
- Ability to identify and resolve common data issues independently.
- Effective communication with sales reps and managers on data-related topics.
- 3
Data Entry/Admin Role (Data-Heavy)
1-2 yearsSkills to master
- Advanced Excel skills, data cleaning techniques, attention to detail, basic data validation.
You're ready to move on when
- Proven track record of high accuracy in data handling.
- Proficiency in complex Excel functions for data manipulation.
- Demonstrated interest in moving beyond data entry to analysis.


