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 Administrator (L2) Internal Promotion
2-3 years as a Sales AdministratorSkills to master
- You'll need to have truly mastered all core sales admin processes, consistently delivered accurate work, and started proactively identifying process improvements. Demonstrating informal leadership or mentorship of new joiners is key.
You're ready to move on when
- Consistently high accuracy rates on all core tasks (e.g., commission calculations, data entry).
- Proactively identifies and proposes solutions for process inefficiencies.
- Acts as a reliable go-to person for junior colleagues and sales reps for complex queries.
- Successfully manages multiple competing priorities with minimal supervision.
- 2
External Hire from a similar Senior Admin role
Direct entry with 5-8 years relevant experienceSkills to master
- You'll need to show a proven track record of owning and improving sales administration processes, advanced CRM (Salesforce) skills, and experience with complex data analysis and reporting. Experience in a similar industry or with our tech stack is a big plus.
You're ready to move on when
- Can articulate specific process improvements they've led and their impact.
- Demonstrates advanced proficiency in Salesforce and Excel during technical assessments.
- Can effectively troubleshoot complex sales ops issues and propose solutions.
- Strong references highlighting reliability, problem-solving, and collaboration.
- 3
CRM Specialist / Business Analyst (from another department)
3-5 years as a CRM Specialist/BA, plus 1-2 years focused on Sales dataSkills to master
- You'll need to pivot your strong CRM or analytical skills to a sales-specific context. This means quickly learning sales methodologies, commission structures, and the unique challenges of a sales team. You'll need to demonstrate a keen interest in sales operations.
You're ready to move on when
- Strong technical CRM skills, easily transferable to Salesforce.
- Excellent analytical and problem-solving abilities.
- Demonstrates a proactive effort to learn sales-specific domain knowledge (e.g., through courses, self-study).
- Can articulate how their previous experience translates to improving sales processes.