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
Mid-Level Sales Representative (B2C)
3-5 years as a Mid-Level RepSkills to master
- Consistently exceeding individual quota, mastering core product knowledge, effective pipeline management, and developing strong objection handling skills.
You're ready to move on when
- Consistently hitting 100%+ of your individual sales quota for at least 12-18 months.
- Successfully closing more complex deals without constant manager intervention.
- Being the informal 'go-to' person for newer reps asking for advice.
- Proactively identifying and suggesting improvements to sales processes or tools.
- 2
B2B Sales Development Representative (SDR) with B2C Aptitude
4-6 years in B2B SDR/AE rolesSkills to master
- Transitioning from B2B to B2C sales psychology, adapting to shorter sales cycles, and developing strong closing techniques for individual consumers. You'll need to prove you can sell to individuals, not just businesses.
You're ready to move on when
- Demonstrable success in B2B lead generation and qualification, with a strong desire to move into direct B2C closing.
- Excellent active listening and rapport-building skills, transferable to a B2C context.
- A clear understanding of B2C consumer behaviour and buying motivations.
- Willingness to learn and adapt to a different sales cadence and customer interaction style.
- 3
Customer Success Manager (with sales aptitude)
5-7 years in CSM rolesSkills to master
- Shifting from retention to acquisition focus, developing strong closing skills, and understanding sales pipeline management. Your deep customer empathy will be a huge asset.
You're ready to move on when
- Proven ability to identify upsell/cross-sell opportunities within existing accounts.
- Exceptional customer relationship management and problem-solving skills.
- A clear passion for sales and a desire to move into a revenue-generating role.
- Demonstrable understanding of our product's value proposition from a customer's perspective.