Role Library

The role library.

Nine roles are on this page in full. Each is an ARA spec in the MAY / MUST / CAN format. The other one hundred and six are listed below; their specs are in the full library. Money limits in the specs are examples — set yours.

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Sales DirectorReports to · CEO
Authority
MAY
Sign contractsup to £150,000 · example — set yours · else → CEO
MAY
Discount a saleup to 7% of value · else → CEO
MAY
Commit the quarterly sales budgetup to £50,000 / qtr · example — set yours · else → CEO
MAY
Spend the discretionary fundup to £10,000 / yr · example — set yours · else → CEO
MAY
Hire into the sales teamwithin the headcount plan · else → CEO
Responsibility
MUST
Keep the approved product list currentto → Sales Executives · when it changes
MUST
Set and allocate quarterly quotasto → Sales Executives · each quarter
MUST
Deliver the quarterly sales forecastto → CEO · quarterly
MUST
Deliver the pipeline reportto → CEO · weekly, Fri 17:00
Ability
CAN
Read and challenge pipeline data and forecasts in the CRM (e.g. Salesforce)
CAN
Build reports & dashboards in Salesforce and Excel

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Sales ExecutiveReports to · Sales Director · also Account Executive, Business Development Manager
Authority
MAY
Agree deals at list priceup to £25,000 · example — set yours · else → Sales Director
MAY
Discount a saleup to 5% of value · else → Sales Director
MAY NOT
Sell outside the approved product list→ Sales Director
Responsibility
MUST
Close new businessto → Sales Director · against quarterly target
MUST
Hand over signed dealsto → Project Manager · within 24h of signing
MUST
Keep own deal status current in the CRMto → the shared pipeline · on every change
Ability
CAN
Manage own pipeline and activity in the CRM
CAN
Sales reporting & dashboards in Salesforce and Excel
CAN
Proposal & pitch decks in PowerPoint

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Customer Success ManagerReports to · Head of Customer Success
Authority
MAY
Issue account creditsup to £2,000 · example — set yours · else → Head of Customer Success
MAY
Approve renewals at list priceup to £50,000 ARR · example — set yours · else → Head of Customer Success
Responsibility
MUST
Run onboarding and quarterly business reviewsto → assigned accounts · onboarding, then each quarter
MUST
Deliver a health-score report per accountto → Head of Customer Success · monthly
MUST
Escalate at-risk accountsto → Head of Customer Success · within 48h of a red signal
MUST
Hand expansion opportunities overto → Account Manager · as they arise
Ability
CAN
Salesforce & Intercom administration
CAN
Churn-risk analysis in Excel
CAN
QBR decks in PowerPoint / Google Slides

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Product ManagerReports to · Product Director
Authority
MAY
Decide what ships nextwithin the agreed roadmap · else → Product Director
MAY
Reprioritise the area roadmapwithin quarterly goals · else → Product Director
MAY NOT
Commit client delivery dates externally→ Head of Delivery
MAY NOT
Commit product release dates→ Product Director
MAY NOT
Change pricing→ Product Director
Responsibility
MUST
Deliver a prioritised area roadmapto → delivery teams & stakeholders · quarterly
MUST
Deliver a PRD with the problem, the evidence, the success metric and the scopeto → the delivery team · before build
MUST
Report outcome metrics (adoption, retention)to → Product Director · monthly
Ability
CAN
Product discovery & user research (JTBD, interviews)
CAN
Roadmap & PRD authoring (Productboard, Confluence)
CAN
Product analytics (SQL, Amplitude)

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Project ManagerReports to · Head of Delivery
Authority
MAY
Run the project inside the agreed scope, dates and budgetelse → Head of Delivery
MAY NOT
Commit a client delivery date externally→ Head of Delivery
MAY NOT
Change the project's scope or budget→ the executive sponsor
Responsibility
MUST
Deliver a project plan with scope, milestones, budget and a risk and issue logto → Head of Delivery · before work starts
MUST
Start the project when a signed deal is handed overto → the delivery team · on handover from Sales
MUST
Report project status: milestones and spend against budgetto → Head of Delivery · weekly
MUST
Hand over the completed project, with sign-offto → Customer Success Manager · at project close
Ability
CAN
Project planning, change control, and a risk and issue log
CAN
Client handover from Sales

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Engineering ManagerReports to · Head of Engineering
Authority
MAY
Set code-review and merge rules for the team's reposwithin the organisation's guardrails · else → Head of Engineering
MAY
Set the team's technical standardswithin architecture guardrails · else → Head of Engineering
MAY
Shape the engineering teamwithin the headcount plan · else → Head of Engineering
MAY NOT
Commit client delivery dates externally→ Head of Delivery
MAY NOT
Commit product release dates→ Product Director
Responsibility
MUST
Ensure the team delivers working, tested incrementsto → Product Owner · each sprint
MUST
Run one-to-ones and performance reviews for direct reportsto → direct reports · ongoing
MUST
Report delivery health & riskto → Head of Engineering · weekly
MUST
Keep on-call & incident cover staffedto → the team · ongoing
Ability
CAN
Technical leadership & code review
CAN
Team management & 1:1 coaching
CAN
CI/CD pipeline design

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Software EngineerReports to · Engineering Manager
Authority
MAY
Make implementation decisions within the agreed designelse → Engineering Manager
MAY NOT
Merge without an approved peer review→ Engineering Manager
Responsibility
MUST
Deliver tested, reviewed code for assigned ticketsto → the codebase · on completion
MUST
Review teammates' pull requeststo → the team · as they are raised
MUST
Take part in the on-call rotato → the team · when on the rota
Ability
CAN
Develop in Python and TypeScript
CAN
Write automated tests
CAN
Use Git and the pull-request workflow

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HR Business PartnerReports to · CEO · where a Head of People exists, to them
Authority
MAY
Advise the line manager on process in a disciplinary, grievance or absence caseunder company policy and the ACAS Code
MAY NOT
Decide the sanction, including dismissal→ the employee's line manager
MAY NOT
Approve pay outside the published salary band→ Finance Director
Responsibility
MUST
Report headcount, turnover and absenceto → CEO · monthly
MUST
Run the annual performance and pay review cycleto → CEO · annually
MUST
Keep employment policies current with UK employment lawto → CEO · when the law changes
Ability
CAN
UK employment law and the ACAS Code of Practice on disciplinary and grievance
CAN
HR information systems (BambooHR, HiBob or Workday)

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Marketing ManagerReports to · CEO
Authority
MAY
Spend the approved marketing budgetup to £5,000 per campaign · example — set yours · else → CEO
MAY
Approve marketing content for publicationwithin the brand guidelines
MAY NOT
Change the price→ Product Director
MAY NOT
Publish a product claim that is not signed off→ Product Director
Responsibility
MUST
Deliver qualified leadsto → Sales Development Reps · weekly
MUST
Report campaign results (spend, leads, cost per lead, pipeline)to → CEO · monthly
MUST
Deliver the marketing plan and budgetto → CEO · annually, reviewed quarterly
Ability
CAN
Campaign planning across paid, email and social
CAN
Marketing automation and analytics (HubSpot, Google Analytics)

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In the full library

Title and a line on what the role is. The spec — authority, responsibility, ability — is not on this page.

Sales Development RepIn the full library

Finds and qualifies new conversations for the sales team. Reports to the Sales Director.

Account ManagerIn the full library

Looks after named customers after the sale. Reports to the Sales Director.

Bid ManagerIn the full library

Runs bids and tenders from bid/no-bid to a compliant submission. Reports to the Sales Director.

Business Development ManagerIn the full library

Finds new markets, customers and partnerships and turns them into revenue. Reports to the Sales Director.

Recruitment ConsultantIn the full library

Wins client vacancies and matches candidates to them, from sourcing to placement. Reports to the Sales Director.

Head of Customer SuccessIn the full library

Owns retention, customer health and the customer success and support team. Reports to the CEO.

Support AgentIn the full library

Handles customer support tickets. Reports to the Head of Customer Success.

Operations AnalystIn the full library

Reads how the operation is performing. Reports to the Operations Director.

Procurement ManagerIn the full library

Sources suppliers and awards contracts within delegated limits. Reports to the Operations Director.

Category ManagerIn the full library

Owns the strategy and sourcing plan for an assigned spend category. Reports to the Procurement Manager.

Supply Chain ManagerIn the full library

Plans stock, suppliers and logistics so goods arrive on time and on budget. Reports to the Operations Director.

Contracts ManagerIn the full library

Manages supplier contracts after award: SLAs, KPIs, renewals and change. Reports to the Procurement Manager.

Quantity SurveyorIn the full library

Estimates, controls and certifies construction costs from tender to final account. Reports to the Operations Director.

Construction ManagerIn the full library

Runs the building site safely, to programme, budget and quality. Reports to the Operations Director.

Health and Safety ManagerIn the full library

Sets safety procedures, investigates incidents and makes RIDDOR reports. Reports to the Operations Director.

Quality ManagerIn the full library

Runs the quality management system, audits and corrective actions. Reports to the Operations Director.

Production ManagerIn the full library

Runs production schedules, output, quality and safety on the shop floor. Reports to the Operations Director.

Facilities ManagerIn the full library

Keeps buildings, assets and contracted services safe and within budget. Reports to the Operations Director.

Office ManagerIn the full library

Runs day-to-day office operations, the office budget and admin staff. Reports to the Operations Director.

Warehouse ManagerIn the full library

Runs stock, storage and dispatch safely at a warehouse. Reports to the Operations Manager.

Transport ManagerIn the full library

Keeps the fleet legal and on time under the operator licence. Reports to the Operations Manager.

Retail ManagerIn the full library

Runs a store against sales, labour and brand standards. Reports to the Operations Manager.

Retail BuyerIn the full library

Chooses the range and negotiates with suppliers to hit sales, margin and stock targets. Reports to the Operations Director.

Hotel ManagerIn the full library

Runs rooms, food and beverage, staff and guest service to budget, safely and legally. Reports to the Operations Director.

Restaurant ManagerIn the full library

Runs the restaurant's service, staff, stock and budget, safely and legally. Reports to the Operations Director.

Care Home ManagerIn the full library

Leads a registered care home so residents get safe, good-quality care. Reports to the Operations Director.

Nursery ManagerIn the full library

Runs an early years setting so children are safe, learning and well cared for. Reports to the Operations Director.

Depot ManagerIn the full library

Runs one site. Reports to the Operations Director.

Operations ManagerIn the full library

Runs the operation across sites. Reports to the Operations Director.

Chief of StaffIn the full library

Prepares the board and keeps the executive team's priorities in one place. Reports to the CEO.

Executive AssistantIn the full library

Runs a senior executive's diary, travel and meeting logistics. Reports to the CEO.

HR OfficerIn the full library

Handles day-to-day HR: recruitment admin, employee records, absence and policy advice. Reports to the HR Business Partner.

Talent Acquisition ManagerIn the full library

Attracts and assesses candidates for approved vacancies. Reports to the HR Business Partner.

Plans training against business priorities and measures its impact. Reports to the HR Business Partner.

Reward ManagerIn the full library

Sets pay within the structure, runs the pay review and owns benefits. Reports to the HR Business Partner.

Employee Relations ManagerIn the full library

Runs disciplinary, grievance and consultation cases fairly and lawfully. Reports to the HR Business Partner.

Digital Marketing ManagerIn the full library

Runs search, social and email channels and reports their return. Reports to the Marketing Manager.

Social Media ManagerIn the full library

Runs the organisation's social channels, content and community, within the brand and the advertising rules. Reports to the Marketing Manager.

Market Research ManagerIn the full library

Designs and runs customer and market research and turns it into insight. Reports to the Marketing Manager.

Product Marketing ManagerIn the full library

Positions products, plans launches and equips sales to sell them. Reports to the Marketing Manager.

Graphic DesignerIn the full library

Turns briefs into on-brand artwork for print, digital and social. Reports to the Marketing Manager.

CopywriterIn the full library

Writes clear, persuasive copy for adverts, web, email and social from an approved brief. Reports to the Marketing Manager.

Events ManagerIn the full library

Plans and runs conferences, exhibitions and business events to budget and on the day. Reports to the Marketing Manager.

Fundraising ManagerIn the full library

Plans and runs a charity's fundraising across donors, trusts, companies and events. Reports to the CEO.

Communications ManagerIn the full library

Protects reputation through media, statements and crisis playbooks. Reports to the CEO.

Sustainability ManagerIn the full library

Sets the sustainability action plan and evidence for disclosures. Reports to the CEO.

Product OwnerIn the full library

Turns a product plan into work a delivery team can pick up. Reports to the Product Manager.

Product DesignerIn the full library

Designs how the product looks and behaves. Reports to the Product Director.

Product DirectorIn the full library

Sets product direction for the managers who report to them. Reports to the Chief Product Officer.

Business AnalystIn the full library

Clarifies problems into requirements and acceptance criteria the team can build. Reports to the Product Director.

User ResearcherIn the full library

Plans and runs research so product decisions rest on real user evidence. Reports to the Product Director.

Content DesignerIn the full library

Designs publish-ready content for user journeys. Reports to the Product Director.

Technical WriterIn the full library

Writes and maintains the user guides, help and release notes for a product. Reports to the Product Director.

Service DesignerIn the full library

Designs end-to-end service journeys across digital and offline. Reports to the Product Director.

Head of DeliveryIn the full library

Owns delivery across projects. Reports to the COO.

Programme ManagerIn the full library

Runs a programme of related projects against one plan, budget and set of benefits. Reports to the Head of Delivery.

Delivery ManagerIn the full library

Runs delivery for a team of projects. Reports to the Head of Delivery.

Scrum MasterIn the full library

Runs the Scrum events and clears what blocks the team. Reports to the Head of Delivery.

Head of EngineeringIn the full library

Leads the engineering organisation. Reports to the CEO.

Tech LeadIn the full library

Sets the technical approach for a team. Reports to the Engineering Manager.

QA EngineerIn the full library

Checks that a build behaves as it should. Reports to the Engineering Manager.

Test ManagerIn the full library

Plans and leads testing so releases ship with known, managed risk. Reports to the Engineering Manager.

Site Reliability EngineerIn the full library

Keeps production reliable through pipelines, incident response and error budgets. Reports to the Head of Engineering.

Infrastructure EngineerIn the full library

Builds and runs the network, servers and cloud services. Reports to the Head of Engineering.

Database AdministratorIn the full library

Keeps databases available, secure and backed up for the people who need them. Reports to the Head of Engineering.

Technical ArchitectIn the full library

Sets technical design patterns for services. Reports to the Head of Engineering.

Solutions ArchitectIn the full library

Designs end-to-end technical solutions for business problems across systems. Reports to the Head of Engineering.

Security ArchitectIn the full library

Designs secure solutions and advises on security risk. Reports to the Head of Engineering.

Cyber Security AnalystIn the full library

Monitors threats, investigates incidents and keeps the security risk register. Reports to the Security Architect.

Penetration TesterIn the full library

Runs authorised simulated attacks to find security weaknesses before attackers do. Reports to the Security Architect.

Service Desk AnalystIn the full library

Resolves IT requests and incidents at the first line. Reports to the Service Desk Manager.

Service Desk ManagerIn the full library

Runs the service desk against SLAs and prepares it for new services. Reports to the Head of Engineering.

IT Service ManagerIn the full library

Agrees IT service levels and runs service change and improvement. Reports to the Head of Engineering.

Change and Release ManagerIn the full library

Chairs the change advisory board and schedules technical changes and releases. Reports to the IT Service Manager.

ParalegalIn the full library

Researches, drafts and keeps legal matters on track for the lawyers. Reports to Legal Counsel.

Data Protection OfficerIn the full library

Advises on UK GDPR, monitors compliance and is the contact point for the ICO. Reports to the CEO.

Records ManagerIn the full library

Runs retention, classification and lawful access for the organisation's records. Reports to the Data Protection Officer.

Internal AuditorIn the full library

Gives independent assurance on risk, governance and controls to the Audit Committee. Reports to the Audit Committee.

Risk ManagerIn the full library

Keeps the risk register and reports the top risks to the board. Reports to the Finance Director.

Business Continuity ManagerIn the full library

Keeps continuity plans current and tested for every critical service. Reports to the Risk Manager.

Company SecretaryIn the full library

Runs board papers and minutes and keeps Companies House filings current. Reports to the CEO.

Finance Business PartnerIn the full library

Works the numbers with one part of the business. Reports to the Finance Director.

Financial ControllerIn the full library

Keeps the accounts and the month-end close. Reports to the Finance Director.

Data AnalystIn the full library

Turns approved data into analysis and dashboards decision-makers can use. Reports to the Finance Director.

Data EngineerIn the full library

Builds and maintains the data pipelines that analysts and data scientists rely on. Reports to the Head of Engineering.

Data ScientistIn the full library

Builds statistical and machine learning models to answer business questions. Reports to the Head of Engineering.

Machine Learning EngineerIn the full library

Builds, deploys and monitors machine learning models in live products. Reports to the Head of Engineering.

Data ArchitectIn the full library

Sets the data models and standards that pipelines and reports are built to. Reports to the Head of Engineering.

Data Governance ManagerIn the full library

Sets data ownership, quality standards and policies so the organisation's data can be trusted. Reports to the Head of Engineering.

Payroll ManagerIn the full library

Runs an accurate, on-time payroll and reports it to HMRC. Reports to the Financial Controller.

Management AccountantIn the full library

Delivers management accounts, forecasts and variance analysis. Reports to the Financial Controller.

Credit ControllerIn the full library

Sets credit limits within policy and recovers overdue balances. Reports to the Financial Controller.

BookkeeperIn the full library

Keeps the ledgers, reconciles the bank and prepares VAT returns. Reports to the Financial Controller.

Tax ManagerIn the full library

Files company tax returns, schedules tax payments and deals with HMRC. Reports to the Finance Director.

Treasury ManagerIn the full library

Manages cash, bank facilities and currency and interest-rate risk within policy. Reports to the Finance Director.

Receives internal suspicion reports and decides what goes to the NCA. The focal point for anti-money laundering. Reports to the CEO.

Financial Crime InvestigatorIn the full library

Investigates transaction monitoring alerts and passes evidenced suspicions to the MLRO. Reports to the Money Laundering Reporting Officer.

KYC AnalystIn the full library

Identifies and verifies customers and their owners before onboarding, and keeps due diligence current. Reports to the Money Laundering Reporting Officer.

Chief Risk OfficerIn the full library

Runs the independent risk function and reports the firm's risk profile against appetite. Reports to the CEO.

Compliance OfficerIn the full library

Runs the independent compliance function, its monitoring programme and reporting to the board. Reports to the CEO.

CASS Oversight OfficerIn the full library

Oversees how client money and assets are protected, and reports on it to the board. Reports to the Compliance Officer.

Customer Operations ManagerIn the full library

Runs customer operations and complaints, and fixes the root causes behind them. Reports to the CEO.

Complaints HandlerIn the full library

Investigates and answers customer complaints within the regulatory time limits. Reports to the Customer Operations Manager.

Financial AdviserIn the full library

Gives personal financial advice once the client's suitability information is complete. Reports to the Head of Advice.

ParaplannerIn the full library

Researches and drafts suitability reports for the adviser to sign off. Reports to the Financial Adviser.

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Where the specs connect

Because every role uses the same shape, the org's wiring shows up between the specs — not in a separate process document. Follow one artifact: the output of a role's MUST … to → is the input to the next role.

CEO
SETSthe quarterly targets & sales budget
output ↓Targets & budget↓ input to
Sales Director
MUSTKeep the approved product list current → Sales Executives
MUSTDeliver the pipeline report → CEO
output ↓The approved product list↓ input to
Sales Executives
RECEIVEthe list — every deal they agree is bound by it
Sales Director
MUSTKeep the approved product list current → Sales Executives
output ↓The approved product list↓ bounds
Sales Executive
MAY NOTsell outside it
MUSTHand over each signed deal → Project Manager · within 24h
output ↓A signed deal + client details↓ input to
Project Manager
RECEIVESthe deal, and starts the project
Project Manager
HANDS OVERa delivered account
output ↓A live account↓ input to
Customer Success Manager
MUSTDeliver a health-score report per account → Head of Customer Success · monthly
MUSTEscalate at-risk accounts → Head of Customer Success
output ↓Health-score report + at-risk flags↓ input to
Head of Customer Success
RECEIVESaccount health, and decides where to intervene
Product Director
MUSTDeliver the portfolio roadmap & strategy → the exec team
output ↓The portfolio roadmap↓ input to
Product Manager
MAYreprioritise within the roadmap
MUSTDeliver a PRD per initiative → the delivery team · before build
output ↓A PRD + prioritised roadmap↓ input to
Product Owner
RECEIVESthe PRD, and turns it into a backlog
Sales Executive
MUSTHand over each signed deal → Project Manager
output ↓A signed deal + client details↓ input to
Project Manager
MAY NOTcommit a client date externally
MUSTStart the project → the delivery team
output ↓A started project↓ input to
The delivery team
RECEIVESthe project, and starts the work
Product Owner
MUSTKeep the backlog refined & ordered → the delivery team
output ↓A refined, ready backlog↓ input to
Engineering Manager
MAYset code-review and merge rules
MUSTEnsure the team delivers working, tested increments → Product Owner · each sprint
output ↓Working, tested increments↓ back to
Product Owner
ACCEPTSeach increment against the acceptance criteria
Engineering Manager
ASSIGNSa scoped ticket
output ↓A scoped ticket↓ input to
Software Engineer
MAY NOTmerge without a peer review
MUSTDeliver tested, reviewed code → the codebase
output ↓An implemented change + pull request↓ input to
QA Engineer
VERIFIESit from the outside, against the acceptance criteria
The line manager
OWNSthe disciplinary or grievance decision
output ↓A live case↓ input to
HR Business Partner
MAY NOTdecide the sanction
MUSTReport headcount, turnover and absence → CEO · monthly
output ↓Headcount, turnover and absence↓ input to
CEO
RECEIVESthe people numbers
CEO
SETSthe marketing budget
output ↓The approved budget↓ bounds
Marketing Manager
MAY NOTchange the price
MUSTDeliver qualified leads → Sales Development Reps · weekly
output ↓Qualified leads↓ input to
Sales Development Reps
RECEIVEthe leads, and book meetings
→

Escalation paths line up

The Sales Executive's else → Sales Director meets the Sales Director's own authority. Every escalation names a real recipient with the authority to catch it.

→

Deliverables become inputs

The Sales Director MUST keep the approved product list current — which is exactly what the Sales Executive MUST sell from. One role's output is another's constraint.

→

Gaps become obvious

If a deliverable has no recipient, or an escalation points to a role that can't decide it, the mismatch is visible on the page — before it becomes a meeting.