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 Operations Coordinator
2-3 yearsSkills to master
- Mastering CRM data entry and reporting, understanding core sales processes, basic Excel analysis, and user support.
You're ready to move on when
- Consistently delivers accurate reports on time.
- Independently resolves most Tier 1 sales ops support tickets.
- Proactively identifies and suggests minor process improvements.
- 2
Sales Analyst / Business Analyst
3-5 yearsSkills to master
- Advanced Excel and BI tool proficiency, deeper analytical techniques, understanding of business drivers, and presenting insights.
You're ready to move on when
- Builds complex, insightful dashboards without supervision.
- Can perform root cause analysis on sales performance issues.
- Effectively communicates data insights to non-technical stakeholders.
- 3
CRM Administrator (Salesforce focus)
4-6 yearsSkills to master
- Salesforce configuration, data model design, user management, security, and basic automation (Flow/Process Builder).
You're ready to move on when
- Manages complex Salesforce customisations and user requests.
- Understands the impact of CRM changes on sales processes and reporting.
- Troubleshoots advanced CRM issues independently.