How to move from entry-level to management in customer service

Published on November 2


Transitioning from an entry-level customer service role to a management position is an achievable goal, but it takes more than just putting in the hours. To climb the career ladder, you need a blend of skills, strategic planning, and initiative. Here’s a roadmap for moving from frontline to leadership in the world of customer service.


Building a strong foundation: Mastering entry-level skills


Starting as an entry-level representative gives you a solid foundation in customer service essentials. Make it your mission to master these basics – active listening, effective communication, and problem-solving are skills you’ll rely on in any management role. Think of this stage as your training ground; the more competent you are here, the better prepared you’ll be for the next step.


In fact, studies show that 74% of employers prefer to promote from within, especially for management roles, as these candidates have a strong understanding of company policies and culture. So, see every customer interaction as a chance to hone your skills and show your potential.


Go beyond the job description


If you want to be considered for a management role, you’ll need to show your initiative. Volunteer to take on additional responsibilities, like training new team members or taking on small projects that improve the customer experience. Not only does this show leadership potential, but it also helps build your reputation as a go-to person on the team.


For example, say your team has a recurring issue with response times. Propose a solution, perhaps a tracking tool to manage inquiries better. Solutions-oriented thinking sets you apart and shows that you’re ready to think at a managerial level.


Learn from current managers


A good way to prepare for management is by observing and learning from your current supervisors. Watch how they handle tough situations, manage their time, and communicate with both team members and higher-ups. You could even ask for a brief one-on-one with your manager to gain insights into their role. Questions like “What skills do you use most often?” or “What do you find most challenging in this role?” can provide a real-world understanding of what you’re working towards.


Develop key leadership skills


Management isn’t just about overseeing tasks; it’s about leading people. Begin developing key skills that are essential for customer service managers: empathy, conflict resolution, and time management. For example, consider working on your emotional intelligence (EI), as research from the UK’s Chartered Institute of Personnel and Development (CIPD) highlights that high-EI leaders tend to foster more positive team dynamics.


Seek mentorship and networking opportunities


Look for mentorship opportunities within your company. Many companies encourage mentorship programmes as they’re beneficial for both mentor and mentee. If your company doesn’t have a formal programme, informally ask a manager or senior colleague if they’d be willing to offer guidance. Additionally, attending industry networking events or joining professional associations like the UK Customer Service Association (UKCSA) can give you access to resources and insights that can accelerate your career growth.


Consider further education and certifications


A management position may require advanced knowledge, so consider pursuing additional training or certification. Programmes like the Institute of Customer Service’s “First Line Management” course or the ILM Level 3 Award in Leadership and Management provide a solid foundation. Not only does this training add to your CV, but it also demonstrates a proactive commitment to your career growth.


Putting it all together


Advancing to a management role requires a combination of mastery in your current role, initiative, and a dedication to developing leadership skills. With patience and the right strategies, you’ll be well-positioned to make the jump to customer service management.