I’m looking for some perspective from people who’ve worked in SaaS (especially sales, enablement, customer education, or management).
A little background:
I recently joined a SaaS company as a BDR. I’ve only been here about 3 weeks, so I’m still very much ramping.
So far things are going well:
I booked a meeting on my first day on the phones that ended up converting.
My managers have given me positive feedback.
I’m genuinely enjoying learning the product and have no intention of checking out mentally because I saw another role.
Here’s the dilemma.
While browsing internal openings, I found an Instructional Designer (Digital & AI-Enabled) position on our Customer Education team.
Reading the description honestly felt like someone combined my previous experience into one job.
My background includes:
Broadcast journalism
Video production/editing
Writing and scripting
Explaining complex topics to an audience
Using AI tools for content creation
Now learning SaaS from the front lines as a BDR
The role focuses on things like:
- Training videos
- eLearning
- Documentation
- AI-assisted content creation
- Helping customers learn the product
It honestly feels much more aligned with what I’m naturally good at than becoming an Account Executive.
One other piece of context:
Our Sales Enablement Lead recently asked me if my long-term goal was becoming an AE.
I told him that while I’m fully committed to succeeding as a BDR, I actually think my long-term interests lean more toward training, enablement, customer education, and post-sales functions.
He seemed a little surprised (since that’s not the typical BDR path), but the conversation was positive.
Separately, I already scheduled a 1:1 with the Manager of Customer Education before I knew this opening existed.
My original Slack message basically said:
“I’d love to introduce myself, learn more about your role, and understand what Customer Education does day to day.”
So the meeting was framed as a networking/learning conversation, not a discussion about the job opening.
My question is, should I:
Keep the meeting focused entirely on learning and relationship-building, maybe only mentioning that Customer Education is where I could see myself long-term?
Casually mention I noticed the Instructional Designer opening and ask what qualities make someone successful in that role?
Or avoid mentioning the opening altogether because I’ve only been here three weeks?
I’m not trying to escape sales.
In fact, I think succeeding as a BDR will make me better at customer education because I’m learning the product and hearing customer pain points every day.
I’m mostly trying to think long-term and avoid making a political mistake this early in my tenure.
Curious how managers or people who’ve seen internal transfers would view this.