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
Senior Sales Administrator / Lead Sales Operations Analyst
5-8 years of experience leading up to this pointSkills to master
- Deep expertise in Salesforce administration, process design and optimisation, complex deal structuring, informal team mentorship, and stakeholder management. You'd be the 'go-to' person on your team.
You're ready to move on when
- You've successfully led several significant sales operations projects from start to finish.
- You're regularly asked by junior team members for advice and guidance.
- You're comfortable presenting complex data and recommendations to senior leaders.
- You've taken initiative to identify and solve systemic problems, not just individual issues.
- 2
Project Manager (Sales/CRM Focus)
8-12 years of experience, including project leadershipSkills to master
- Formal project management methodologies (e.g., PRINCE2, Agile), strong cross-functional coordination, budget management for projects, and vendor management. You'd have been responsible for delivering major CRM or sales tech initiatives.
You're ready to move on when
- You've successfully managed large-scale CRM implementation or upgrade projects.
- You're adept at managing project scope, timelines, and resources.
- You can effectively communicate project status and risks to executive stakeholders.
- You're comfortable leading diverse project teams, often without direct authority.
- 3
Finance Operations Manager (with Sales Focus)
10-15 years experience, blending finance and sales opsSkills to master
- Revenue recognition accounting (IFRS 15 / ASC 606), financial reporting, audit compliance, and strong understanding of the procure-to-pay and order-to-cash cycles. You'd have a solid grasp of how sales operations impacts the company's financials.
You're ready to move on when
- You have a strong background in both sales operations and finance.
- You're comfortable with financial modelling and analysis.
- You've successfully navigated internal and external audits related to sales revenue.
- You can effectively bridge the gap between sales and finance teams.