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 Development Representative (SDR) / Business Development Representative (BDR)
2-3 yearsSkills to master
- Prospecting, lead qualification, initial client outreach, understanding sales cadences, handling initial objections, strong communication fundamentals.
You're ready to move on when
- Consistently exceeding meeting booking targets and pipeline generation goals.
- Demonstrating strong product knowledge and an ability to articulate value propositions.
- Proactively seeking out coaching and showing a keen interest in the full sales cycle.
- Building strong internal relationships with Account Executives and showing initiative.
- 2
Junior Account Manager / Associate Account Manager
1-2 yearsSkills to master
- Supporting senior account managers, QBR preparation, basic account planning, CRM hygiene, renewal process understanding, client communication skills.
You're ready to move on when
- Successfully managing a small book of lower-tier accounts independently.
- Receiving positive feedback from senior SAMs on support provided for strategic accounts.
- Demonstrating initiative in identifying small upsell opportunities or mitigating churn risks.
- Strong organisational skills and attention to detail in managing client data and tasks.
- 3
Customer Success Manager (CSM)
2-4 yearsSkills to master
- Client onboarding, product adoption, value realisation, client advocacy, issue resolution, understanding client business objectives, building strong relationships post-sale.
You're ready to move on when
- Consistently achieving high client satisfaction (CSAT/NPS) scores.
- Successfully driving product adoption and demonstrating clear ROI for clients.
- Identifying and flagging upsell opportunities to sales teams.
- Proactively managing client health and mitigating churn risks for your portfolio.