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Company Roles and Responsibilities Overview

The document outlines 5 roles - Operation, Finances, Marketing, Sales, and IT - to summarize teams within a company. It provides details on the ticketing system, workflows, pipelines, mailing capabilities, and other access for each role.

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Yuyo Vargas
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41 views1 page

Company Roles and Responsibilities Overview

The document outlines 5 roles - Operation, Finances, Marketing, Sales, and IT - to summarize teams within a company. It provides details on the ticketing system, workflows, pipelines, mailing capabilities, and other access for each role.

Uploaded by

Yuyo Vargas
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Currently, to make things a simple as they could be, we created 5 roles to summarize every single team

within the company:

Roles.

1. Operation
2. Finances
3. Marketing
4. Sales
5. IT

Operation Profile:

Ticketing system: it’s used for when customers send mails and for internal tickets generated within the
operation.

Workflows, pipelines, mailing, contact and companies’ information, tasks, export/import data.

Finances Profile:

Ticketing system for deals, discrepancies, credit applications, claim reports, export/import data,
workflows, pipeline with limited access (discrepancy).

Marketing Profile:

Mailing, workflows, create and edit adds, create, and edit blogs, landing pages, admin websites, design
add campaigns, export/import data.

Sales Profile:

Mailing, log calls, add/modify existing customer information, add new prospects, schedule meetings
with customers, export/import data, pipeline with limited access (SSS).

IT Profile:

Provide all level support to all of the other profiles, create/modify/disable/delete users, create/edit
workflows, create/edit pipelines, create and users to inboxes, assign/edit permissions, create and edit
forms, create and edit backend codes for templates to be used in landing pages, POC with HubSpot
support, un-bounce contacts, create html templates for HubSpot signatures, design reports to be added
to dashboards, create and modify properties for HubSpot objects.

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