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How do you transition from sales to a demand generation role?

As someone with a wealth of experience in marketing and sales, from strategic to operational, what advice would you have for someone looking to transition from a sales role to demand generation? I love being involved in this pillar of the company and no longer in a front-facing sales position. What steps do you recommend I take to make this move successfully
1 Answer
Micha Hershman
JumpCloud Chief Marketing Officer | Formerly Envoy, Eventbrite, Brightroll, Animation Mentor, Dark Horse Comics, Borders GroupJune 19

Great question. Difficult to answer, without knowing more about you as a human (feel free to reach out to me on LI and we can chat more specifically). That said, here is my general thinking on the subject:

First, leverage your experience. You sales background is a huge asset. Use your experiences to help the Marketing team get a better understanding of customer pain points, buyer personas, and the nuances of the sales funnel. Your team will find your knowledge to be invaluable in crafting effective demand generation strategies that resonate with potential customers.

That said, you will have a lot to learn about how the function of "demand generation" works.

  • Digital Marketing: Learn about SEO, SEM, social media marketing, and content marketing. This is often the largest discretionary spend in your entire company. Experts here command executive attention, have a huge impact on spending decisions and can make or break your top of funnel volume.

  • Marketing Automation Tools: Get hands-on experience with tools like HubSpot, Marketo, or Pardot. Learn how scoring works. Get a sense of how email campaigns are developed, what your marketable database looks like, and how you can help the team improve their segmentation efforts.

  • Data Analysis: Marketing data is adjacent to Sales data, but it's a whole new pile of stuff (100's of metrics across the different parts of the org) to learn. Get a sense of what matters most and what are nice to do metrics. Develop skills in analyzing data to understand campaign performance and ROI.

  • Content Creation: Work with the content team to understand the machinery. How does content marketing generate leads? What content is mapped to what stage? How is that content scored? You can be a big help here; help the team brainstorm new and relevant topics at the awareness, consideration and decision stages. Help the PMM team develop one pagers for sellers that actually matter.

I'd suggest that you work to deepen your understanding of the customer journey from awareness to decision. Spend some time with the PMM team, growth team, or your lifecycle marketing person. Get a sense of how your organization creates create touch points that guide potential customers through the funnel will be essential in a demand generation role. What are the "aha" moments in your product that signal a potential long-term paying customer? How many touches in your SDR sequences or in your marketing nurture emails.

One interesting, big concept to consider: How can you start to shift your focus from individual sales (1:1) to broader, more programmatic marketing strategies (1:Many). Consider how you can leverage what you know, and how you can apply it at scale, to attract, engage, and convert leads to closed won. Making this mental shift will be critical to your success in Marketing and Demand Generation.

This is a big one, a mandatory IMO. Please please please please please communicate your career aspirations with your current manager or HR department. You need to find the right balance between being direct but non-threatening. You want them to know what you want and when, but not make them feel like you have checked out or are not worth continuing to advocate for and invest in. Managing this carefully will be key to making a smooth transition between roles.

The marketing landscape is constantly evolving. Stay curious, keep learning, and be adaptable to new tools and trends in demand generation. Attend events, participate in webinars, and read read read read read everything you can get your hands on. Continuous improvement will be key to your long-term success, whatever path you choose to pursue.

Of course, I'd be remiss if I did not suggest you work to connect with professionals who are already in demand generation roles. You can't go wrong seeking mentorship from experienced colleagues and industry experts. Their guidance can provide valuable insights and help you navigate the transition smoothly.

Some thoughts if you are still in your Sales role: Demonstrate your capability and interest in demand generation. Spend some time with your DG partners. Offer to assist with marketing campaigns, contribute to content creation, and help with lead nurturing efforts. Showcase your company knowledge, your proactive approach and you're going to win both kudos and a better chance at landing a Marketing role.

Finally, I'd recommend working to build your "T-shaped career." A generalists breadth and broad understanding of marketing concepts will help you accelerate and become successful and valuable in smaller companies. As you grow, you'll develop the long leg of that "T" - your specialization. This will become more and more important as you grow in seniority and look to take on more senior roles. Companies usually hire because they have a problem they want to address, and they are looking for folks who have specialties in addressing them. This WILL become a huge part of your later career value proposition, so start thinking about it now.

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