Sales Career Pathing & Skilling Framework | Bria McDaniel
Work Sample · Talent Strategy

Sales Career Pathing & Skilling Framework

Strategic Talent Transformation at Invoca (2023–2025)

Redesigning the complete SDR talent lifecycle—from hiring and onboarding to upskilling and mobility—to drive retention, productivity, and leadership readiness across the revenue organization.

S

Situation

The Sales Development Representative (SDR) organization faced critical challenges: 42% annual turnover, 9-month average tenure, and 90-day ramp times for Account Executives. SDRs viewed the role as a short-term stepping stone with unclear advancement paths, leading to disengagement. Only 8% of SDRs successfully promoted into Account Executive or Account Manager roles, while quota achievement sat at 62%.

T

Task

Redesign the entire Sales talent lifecycle to create a sustainable, high-performing revenue organization. This required building clear career progression paths, competitive compensation structures, accelerated ramp programs, and formal mentorship systems—all while integrating Sales Operations into a unified Revenue Operations function.

Action: Five-Pillar Transformation Strategy

Strategic initiatives implemented across team structure, compensation, career architecture, enablement, and mentorship

SDR Talent Lifecycle & Career Mobility Map

Clear pathways from SDR entry point to multiple specialized revenue roles

Sales Development Representative (SDR Entry Point) Account Executive (AE) New Business Sales 26% promotion rate Account Manager (AM) Expansion & Retention Cross-sell Focus Solutions Engineer (SE) Technical Presales Demo & Discovery Sales Enablement Training & Development Content & Programs RevOps Strategy 18-24 month progression Formal mentorship Technical aptitude track L&D career pivot Four distinct career pathways with clear progression timelines and skill requirements

Compensation Structure Evolution

Shift from single-rate salary to structured hourly ranges with tiered progression (100% tenure increase)

Before (FY23): Single-Rate Structure $65,000 OTE Base: $45K | Variable: $20K No progression tiers Problems: • No incentive for tenure • Below market by 15-20% • Average tenure: 9 months After (FY24): Tiered Hourly Structure SDR I (0-6 months) $72,000 OTE $26.50/hr + variable SDR II (6-12 months) $78,000 OTE $28.50/hr + variable SDR III (12-18 months) $85,000 OTE $31.00/hr + variable Compensation Reform Impact +20% Earning Potential +100% Tenure Increase -42% Turnover Drop Structured hourly ranges for equity and transparency Market-competitive compensation at all levels Clear financial incentive for tenure and performance

SDR Competency Framework

Skill maturity progression across core competency domains

Competency Domain SDR I SDR II SDR III SDR Lead Prospecting & Outreach Basic cadences and email templates Independently manages sequences Customizes messaging by ICP Coaches peers, builds sequences Product Knowledge Intro product overview Understands 1 product line Cross-sells full suite Trains others, supports enablement Communication Basic call scripting Objection handling Consultative conversations Presentation-ready, coach peers Pipeline Ownership Learns CRM hygiene Manages daily targets Forecasts qualified opps Oversees team pipeline metrics Cross-Functional Collaboration Joins team syncs Supports AE handoffs Partners with Marketing Leads feedback loops to RevOps Leadership & Mentorship Learns from peers Informal peer buddy Mentors new SDRs Formal team mentorship

SDR Growth Partners Program

Formal mentorship structure accelerating career readiness and internal mobility

SDR Growth Partners Program 6-Month Cohort • Bi-Annual Launch • 24 Mentor-Mentee Pairings MENTORS (12-15 per cohort) Account Executives 8 mentors Sales track focus Solutions Engineers 4 mentors Technical track focus Account Managers 3 mentors CSM pathway RevOps 2 mentors Enablement Pairing Logic: Product Line + Career Interest + Performance Match MENTEES (20-25 per cohort) SDR II 12-14 mentees Top 50% performers SDR III 8-10 mentees Promotion-ready Career Pivoters 2-3 mentees SE/Enablement track Leadership Track 2-3 mentees Team Lead potential PROGRAM FLOW (6 MONTHS) Phase 1: Kick-Off & Goal Setting Phase 2: Learning Tracks Phase 3: Shadowing & Practice Phase 4: Showcase Demo Day Phase 5: Promotion Readiness Program Impact Metrics (FY24-25) 26% Internal Promotions -33% AE Ramp Time +16pts Engagement Lift
R

Result

Within 18 months, SDR retention improved by 20 percentage points (42% → 22% turnover), average tenure doubled from 9 to 18 months, and internal promotions tripled (8% → 26%). Quota attainment increased 19 points to 81%, while AE ramp time decreased by 33%. The SDR Growth Partners Program launched successfully with 24 mentor-mentee pairings, driving a 16-point lift in employee engagement. Total impact: $1.2M annual savings through reduced turnover costs and accelerated revenue productivity.

Transformation Impact Summary

+20pts
Retention Improvement
+100%
Tenure Increase
+19pts
Quota Attainment Lift
-33%
Faster AE Ramp
+18pts
Promotion Rate Growth
$1.2M
Annual Savings