Employee Intelligence — My Future Roles & Opportunities
Employee Intelligence

My future roles & opportunities

A simple view of a few roles that could make sense for you next, and what would need to be true to move towards them.

You
Example name • CXM Team
Time horizon
6–18 months

Possible next roles

Shortlist, not a decision

These are examples of roles that look close to your profile based on your skills, experience, and the kinds of work you have been doing.

Senior CXM / Team Lead
Fit signal: strong match · Often internal move
Take a bigger role in running the day-to-day for a client account, supporting other team members and handling more complex situations.
Path: keep building mentoring examples and calm issue handling over the next 6–12 months.
Quality & Process Champion
Fit signal: emerging · Linked to data skills
Help improve how work gets done — spotting patterns in rework, suggesting changes, and supporting training or coaching moments.
Path: deepen reporting skills and capture a few clear examples where you improved a process.
Client Insights / Analyst
Fit signal: longer-term · Requires more data exposure
Focus on turning data into stories for clients — trends, risks, and simple recommendations that support decisions.
Path: build comfort with dashboards and basic analysis, then look for shadowing opportunities.

What would need to be true

Before those moves make sense
  • A clear, recent track record of strong delivery in your current role.
  • Examples where you supported others — mentoring, coaching, or helping new joiners.
  • Basic comfort with data and reporting, enough to explain simple trends to non-technical people.
  • One or two visible contributions to improving a process, playbook, or way of working.

Steps I can take this quarter

Keep it small and concrete
  • Pick one of the roles above as a “direction of travel” to discuss with my manager.
  • Capture one or two examples where I helped someone else or improved a process.
  • Ask for a small shadowing opportunity on reporting or client updates.

What this action would do

Select a button or prompt to see what it would do in a full system.

You can use this view as a starting point for conversations about next roles, not a firm promise. Actions here would normally help you share, explore, or focus, without applying for anything automatically.

This panel updates when you click so you can walk someone through how this page behaves during a demo.

Next up: you can move between this, your goals, and your skills view to keep your career story joined up.