RAMP Strategies

Org Chart Templates

Org Chart Functions

Function

Marketing

Main Respons-ibilities

• Brand Awareness
• Tradeshows / Conferences
• Website updates
• Thought leadership
• New client leads
• BD support (decks, materials)
• Client retention support (gifting, etc)
• Social Media management
• PR management
• Brand standards enforcement
• Creative (design, copy)

Sales / Business Development

• New Client Acquisition
• Outreach campaigns for new leads
• Networking
• Conferences / Tradeshows
• Referral Follow-ups
• Channel partnerships

Account Management

• Client communication POC
• Client reporting / QBRs
• Client retention
• Client upselling

Success Metrics

New leads

Revenue growth

Total Revenue growth

New accounts

Average spend per account

Profitability per account

Client NPS

Retention

Account Growth (average spend per client)

Field Team

• Execution of projects
• xx

Talent

Client NPS

Retention

Account Growth (average spend per client)

• Defining roles and responsibilities
• Recruiting (with hiring managers)
• Sourcing, Screening
• Onboarding
• People Development
• Cultural Development
• Policies

Turnover

Team NPS

360 feedback scores

Finance and FP&A

• Create Budget
• Compensation & incentive plans
• Monthly Reporting of Actuals
• KPIs
• Analytics (Sales, Implementation, etc)
• Board decks
• Lender relationships
• Taxes and filings
• Compliance

Budget variance (revenue and expenses)

On-time reporting

Quality of data for team

Technology

• Internal tools (e.g. security, hardware controls, policies, etc)
• Client facing tools
• xx

xx

Operations

• Company processes, systems
• Town Halls
• Team Ways of Working
• Meeting Effectiveness
• Documentation and Processes

xx

Org Chart Roles

Function

Marketing

Sales / Business Development

Account Management

Field Team

Talent

Finance and FP&A

Technology

Operations

Leader

VP, Marketing [Jane]

VP, Sales [John]

VP, Sales [John]

VP, Sales [John]

VP, Sales [John]

VP, Sales [John]

VP, Sales [John]

VP, Sales [John]

Digital Marketing

• Dir, Digital Acquisition [Bob]

Analysis and Support

• Associate, Business Development [Pete]

CX

• Dir, CX [Tom]
• Associate, CX [Jane, Bill, Pete, Tom, Ronny]

Digital Marketing

• Dir, Digital Acquisition [Bob]

Digital Marketing

• Dir, Digital Acquisition [Bob]

Digital Marketing

• Dir, Digital Acquisition [Bob]

Digital Marketing

• Dir, Digital Acquisition [Bob]

Digital Marketing

• Dir, Digital Acquisition [Bob]

Design & Creative

• Dir, Digital Acquisition [Bob]

Social Media

• Dir, Digital Acquisition [Bob, Jane, Billy]

New Account Acquisition

• Dir, Business Development [Pete, Tommy, Phil, Jane, James, Billy]

Channel Support

• Dir, Channel Partnerships [OPEN]

Digital Marketing

• Dir, Digital Acquisition [Bob]

Digital Marketing

• Dir, Digital Acquisition [Bob]

Digital Marketing

• Dir, Digital Acquisition [Bob]

Digital Marketing

• Dir, Digital Acquisition [Bob]

Digital Marketing

• Dir, Digital Acquisition [Bob]

Digital Marketing

• Dir, Digital Acquisition [Bob]

Digital Marketing

• Dir, Digital Acquisition [Bob]

Digital Marketing

• Dir, Digital Acquisition [Bob]

Digital Marketing

• Dir, Digital Acquisition [Bob]

Digital Marketing

• Dir, Digital Acquisition [Bob]

Leader

Roles

FTEs

2

4

3

35

1

3

2

1

Team

NAME

CEO

NAME

Head of Product

NAME

Head of Clinical

Open Position

FTE

Total FTEs beginning of year:

Total seeking to replace:

Net new additions: xx FTEs, xx Part Time

1 FTE

Head of Operations

NAME

Director of Training

Contract/ Part-Time

NAME

Director of Finance

NAME

Head of People

NAME

xyz

1 FTE

Director of Recruiting

Executive Leveling

Individual contributor

Manager

Director

VP

C-level Exec

• Task-oriented
• Directed by others
• Responsible for individual work

• Still contributes individually
• Responsible for other individual contributors
• Task directed (direct traffic)
• Detail-oriented, project-manager middle-person

• Still contributes individually
• Responsible for other individual contributors
• Helps develop people and skills
• Identifies performance gaps, opportunities, and rising talent
• Communicates upwards on goal tracking and performance measurement

• Still contributes individually
• Responsible for other individual contributors and Managers/Directors (1+ layer of organizational depth)
• Helps develop leadership and management skills of others (soft skills and hard skills)
• Identifies performance gaps, opportunities, and rising talent
• Part of leadership team, setting goals, direction, cross-functional management

• Works with CEO and other department leads to sets the overall direction for a given department, initiative, or project
• Sets goals, timelines, budgets, and expectations for team – partnering with cross-functional leaders to align on direction
• Considers how to evolve a department using analytics, judgment, experience, and insights
• Resource planning: who works on what, with what timeline, what expectation of deliverable (incl. hiring plan, org chart design, compensation plan design)
• Helps set and live cultural values individually and through others

3 = mastered

2 = meets expectations

1 = not developed

JDs: WIP

Job Title: Vice President FP&A

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Bookkeeper: rear-view

• Day-to-day treasury: AP/AR (invoicing, collections, deposits)
• Month-end financials

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FP&A: forward-looking

• Managing bookkeeper and outsource tax professionals
• Oversee month-end closings
• Maintaining financial model (updating actuals and forecast)
• Updating forecast: sales updates, deposit timing, margin, payroll, marketing, etc
• Preparing & updating cash flow statements
• Year end closing & coordination with external auditors
• Taxes and reporting - duties/taxes in EU
• Calculating and Running payroll
• Managing company Hedging/FX
• Managing budgets and ensuring that depts stick to budgets
• Supporting banking relationships and reviewing contracts
• Input on client contracts & terms
• Uploading payments

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Job Title: Vice President of Talent

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HR Role

• Org structure / design
• Roles and responsibility for every role / member of the team
• Recruiting and interview process (job descriptions, working with hiring manager, poaching, interviewing, tracking applicant pipeline, managing recruiters)
• Onboarding
• Compensation design & banding
• Bonus structure and communication of bonus structure
• Designing and conducting performance reviews (creating a high-performance culture)
• Benefits management and administration
• Employee handbook & policies
• Workers comp, EPLI, all HR-related insurance policies
• HR legal
• Terminations & exit interviews
• Conduct monthly pulse checks and track action items & takeaways
• Building a positive morale and culture, especially sensitive during layoffs
• Preparing for acquisitions

Job Title: Vice President of Talent - onboarding milestones

• 15 Days - Orientation: meet the team, learn the culture, get oriented with information and priorities (technology onboarding, systems, documents, etc)
• Join exec meetings and get a beat for the company
• Understand our culture
• Meet 1:1 with exec team and Department Heads/Initiative Owners
• Travel to locations to meet most of the team in person
• Review pulse check data and prioritize action items -
• 30 Days: Recruiting support
• Step in to immediately support ongoing recruiting efforts with active roles
• Review JDs, recruiting platforms, interview process, and take-over primary recruiting function from Hiring Managers
• New positions: Assist in crafting JDs for new positions
• Develop a recruiting plan and strategy
• 90 Days: Sleepypod and Cultural Initiative Priorities
• Establish/own regular pulse check cadence and develop a pulse check feedback deck that can be presented to the rest of the exec team - also develop a method of communicating the summarized feedback from the pulse check to the entire team (as part of the newsletter, a separate HR communication?)
• Select a platform or way to host the internal “facebook”
• Roll out virtual coffee chat program within the team
• Roll out internal team newsletter
• 120 Days: Onboarding and Policies
• Complete employee handbook including key policies like mat leave, bereavement, harmonized PTO, PTO roll over etc
• Design a comprehensive onboarding plan/program that provides new employees with everything they need from an admin perspective and also begins to introduce them to the culture and business
• 180 Days: Org Design
• Work with exec team to Complete roles and responsibilities for the entire team
• First year
• Standardized compensation bands across titles/experience
• Implement a 360 review process
• Develop and standardize the performance review process throughout the team including standard documentation for tracking and trending team performance (versus culture of realtime feedback)
• Identify training needs on the team and implement professional development program within the company using outside resources and programs as necessary
• Sales team could use training - there are a few members with a lot of potential but they are still green and need to build confidence
• Scheduling and planning for: offsite(s), town hall(s), team/leadership meetings, socials, etc (how to bridge a remote & distributed workforce)

Job Title: Vice President of Marketing

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Position Overview:�The Vice President of Marketing will be responsible for developing and executing innovative marketing strategies that drive brand awareness, customer engagement, and revenue growth. This leadership role requires a visionary marketer who can leverage data-driven insights to optimize marketing performance and enhance the overall customer experience.

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Key Responsibilities:

• Develop and implement a comprehensive marketing strategy aligned with the company’s business goals and objectives.
• Lead and inspire the marketing team, fostering a culture of creativity, collaboration, and accountability.
• Oversee the development and execution of integrated marketing campaigns across various channels, including digital, social media, email, and traditional advertising.
• Analyze market trends, customer insights, and competitive landscape to inform strategic decision-making and positioning.
• Manage the marketing budget effectively, ensuring optimal allocation of resources to meet ROI targets.
• Collaborate with cross-functional teams, including sales, product development, and customer service, to ensure cohesive branding and messaging.
• Build and enhance the company’s brand identity and voice, ensuring consistency across all marketing materials and platforms.
• Monitor and report on marketing performance metrics, using data to drive continuous improvement and achieve key performance indicators (KPIs).
• Identify and explore new marketing opportunities, including partnerships, sponsorships, and influencer collaborations.
• Stay abreast of industry trends and emerging technologies to leverage new opportunities in marketing.

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Qualifications:

• Bachelor’s degree in Marketing, Business Administration, or a related field; MBA preferred.
• years of experience in marketing leadership roles, with a track record of successful campaign development and execution.
• Proven experience in digital marketing, brand management, and consumer engagement strategies.
• Strong analytical skills with the ability to interpret data and make data-driven decisions.
• Excellent leadership, communication, and interpersonal skills to collaborate effectively with diverse teams.
• Proficient in marketing automation tools and analytics platforms.
• Creative thinker with a strategic mindset and problem-solving abilities.

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Job Title: Vice President of Marketing

�Key Responsibilities:

1. Brand & Creative – Define our brand identity, messaging, and differentiation in the market. Work with internal and external resources / agencies to define the brand visuals, brand voice, and brand standards. Support implementation of all visual marketing assets including sales assets, website, tradeshows, physical sales assets, and campaigns.
2. Demand Generation – Working alongside sales team, develop and execute data-driven campaigns to drive lead generation and customer acquisition.
3. Product Marketing – Establish go-to-market strategies, messaging, and sales enablement materials.
4. Content & Thought Leadership – Build authority in the industry through high-value content, PR, and strategic partnerships.
5. Team Building & Leadership – Recruit, mentor, and scale the marketing team as the company grows.
6. Marketing Analytics & Performance – Use data to track performance, optimize campaigns, and make informed decisions.
7. Budget & Resource Allocation – Manage a lean marketing budget efficiently while maximizing ROI.

Job Title: Vice President of Sales

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Position Overview:�The Vice President of Sales will be responsible for leading the sales strategy and execution to drive revenue growth and market expansion. This position requires a dynamic leader with a proven ability to develop high-performing sales teams, establish robust sales processes, and build strong customer relationships.

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Key Responsibilities:

• Develop and implement a comprehensive sales strategy aligned with the company's overall business goals and objectives.
• Lead, mentor, and manage the sales team to achieve sales targets and enhance team performance.
• Establish clear sales goals and performance metrics, monitoring progress and making data-driven adjustments as necessary.
• Identify and target new market opportunities and customer segments to expand the customer base.
• Foster relationships with key customers and stakeholders, ensuring high levels of customer satisfaction and retention.
• Collaborate closely with marketing and product teams to align sales strategies with promotional activities and product launches.
• Conduct regular market analysis and competitor research to inform sales strategies and positioning.
• Manage sales forecasting and reporting processes, providing insights to senior management on trends and performance.
• Implement systems and processes for effective sales pipeline management and lead generation.
• Drive a culture of accountability, teamwork, and continuous improvement within the sales organization.

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Qualifications:

• Bachelor’s degree in Business Administration, Sales, Marketing, or a related field; MBA preferred.
• years of experience in sales leadership roles, with a proven record of meeting or exceeding sales targets.
• Strong understanding of sales processes, methodologies, and best practices.
• Excellent leadership and motivational skills to inspire a diverse sales team.
• Exceptional communication and negotiation skills, with the ability to build and maintain relationships at all levels.
• Proficiency in CRM software and sales analytics tools.
• Ability to think strategically while also being hands-on in execution.

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Job Title: Vice President of Sales

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• Sales strategy and planning: Develop and execute a comprehensive sales strategy aligned with the company’s goals. This often includes setting sales targets, creating forecasts, and defining territories.
• Team leadership and development: Build, manage, and motivate a high-performing sales team. This includes hiring, training, coaching, and setting performance expectations.
• Revenue growth: Own the sales pipeline and ensure consistent revenue growth by identifying new market opportunities and optimizing the sales process.
• Customer relationship management: Establish and maintain strong relationships with key clients and partners, ensuring satisfaction and long-term engagement.
• Cross-functional collaboration: Work closely with marketing, product, and operations teams to align sales efforts with overall business objectives.
• Performance analysis: Monitor sales metrics (e.g., conversion rates, quota attainment) and adjust strategies as needed to ensure targets are met or exceeded.
• Market intelligence: Stay informed about industry trends, competitors, and market demands to adapt strategies proactively.

Job Title: Vice President of Account Management

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Position Overview:�The Vice President of Account Management is a key member of our leadership team responsible for developing and executing strategies that maximize client satisfaction, drive revenue growth, and ensure long-term business partnerships. This role requires a seasoned leader with extensive experience in account management, strategic planning, and team development. The successful candidate will lead a high-performing team, oversee major client relationships, and collaborate cross-functionally to support company-wide objectives.

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Key Responsibilities:

Strategic Leadership:

• Develop and implement comprehensive account management strategies that align with overall business goals.
• Set performance targets and drive initiatives to achieve revenue growth and client retention.

Team Management & Development:

• Lead, mentor, and grow a team of account managers, fostering a culture of excellence and accountability.
• Provide regular performance feedback, coaching, and professional development opportunities.

Client Relationship Management:

• Cultivate and maintain strong relationships with key clients to understand their needs and ensure exceptional service.
• Act as the primary point of escalation for complex client issues and strategic negotiations.

Cross-Functional Collaboration:

• Work closely with Sales, Marketing, Product, and Customer Success teams to ensure seamless delivery of client solutions.
• Collaborate on the development of tailored client strategies and innovative service offerings.

Revenue Growth & Retention:

• Identify and capitalize on upselling and cross-selling opportunities within existing accounts.
• Monitor key performance metrics and adjust strategies to optimize client engagement and profitability.

Process Improvement:

• Implement best practices and innovative processes to enhance account management efficiency and effectiveness.
• Stay abreast of industry trends, market dynamics, and competitive landscape to inform strategic decisions.

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Qualifications:

• Bachelor’s degree in Business Administration, Sales, Marketing, or a related field; MBA preferred.
• years of experience in sales leadership roles, with a proven record of meeting or exceeding sales targets.
• Strong understanding of sales processes, methodologies, and best practices.
• Excellent leadership and motivational skills to inspire a diverse sales team.
• Exceptional communication and negotiation skills, with the ability to build and maintain relationships at all levels.
• Proficiency in CRM software and sales analytics tools.
• Ability to think strategically while also being hands-on in execution.

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Job Title: Vice President of Procurement

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Position Overview:�The Vice President of Procurement will lead the procurement strategy and operations to ensure the efficient acquisition of goods and services that align with the company’s objectives. This role involves developing and implementing procurement policies, overseeing supplier relationships, and driving cost-effective purchasing practices across the organization.

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Key Responsibilities:

• Develop and execute a comprehensive procurement strategy that aligns with the company’s goals and objectives.
• Manage and optimize the procurement process, ensuring efficiency and compliance with established policies and regulations.
• Build and maintain strong relationships with suppliers, negotiating contracts and terms to secure favorable pricing and service levels.
• Lead and mentor the procurement team, fostering a culture of continuous improvement and professional development.
• Analyze market trends and supplier performance to inform strategic purchasing decisions.
• Collaborate with cross-functional teams to assess procurement needs and align supply strategies with business objectives.
• Monitor procurement budgets and report on cost savings and procurement metrics.
• Ensure compliance with industry regulations and ethical standards in all procurement activities.
• Identify opportunities for innovation and sustainability within the procurement process.

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Qualifications:

• Bachelor’s degree in Business Administration, Supply Chain Management, or a related field; MBA preferred.
• years of experience in procurement or supply chain management, with a proven track record in a leadership role.
• Strong negotiation skills and experience in contract management.
• Excellent analytical and problem-solving abilities.
• Exceptional communication and interpersonal skills.
• Proficient in procurement software and Microsoft Office Suite.
• Ability to lead strategic initiatives and change management.