User PersonasMadeOnHubspotForProductManagers.pdf

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1. Job Title
CXOs (CEO, CFO, COO)
Age
35 to 44 years
Highest Level of Education
Professional degree (e.g. MD
Social Networks
Industry
Finance
Organization Size
501-1000 employees
Preferred Method of Communication
Email
Phone
Face-To-face
Tools They Need to Do Their Job
Tableau
AWS
Salesforce
Excel
BI Tools
Job Responsibilities
Minimize operational costs, Optimize unit costs per loan, Ensure profitability and scalability
Their Job Is Measured By
ROI, operational cost effrciency, profitability, and customer satisfaction
Aditya

2. Reports to
Board of Directors
Goals or Objectives
Optimize loan origination and servicing costs, Ensure profitability while maintaining customer
satisfaction, Improve operational transparency and accountability
They Gain Information By
White papers, industry reports, seminars, executive training.
Biggest Challenges
Controlling rising operational costs
Balancing cost effrciency with innovation and growth
Gaining actionable insights from complex datasets

3. Job Title
Financial Analysts
Age
25 to 34 years
Highest Level of Education
Bachelor’s degree (e.g. BA,
Social Networks
Industry
Finance
Organization Size
501-1000 employees
Preferred Method of Communication
Email
Phone
Face-To-face
Tools They Need to Do Their Job
Tableau
AWS
Salesforce
Excel
BI Tools
Tableau
Excel
SQL
generative AI tools for reporting
Job Responsibilities
Conduct detailed cost analysis, support decision-making with insights
Riya

4. Their Job Is Measured By
ROI, operational cost effrciency, profitability, and customer satisfaction
Reports to
Board of Directors
Goals or Objectives
Provide granular insights on cost drivers, Streamline reporting processes, Reduce costs by
identifying ineffrciencies
They Gain Information By
Online certifications, webinars, blogs
Biggest Challenges
Controlling rising operational costs
Balancing cost effrciency with innovation and growth
Gaining actionable insights from complex datasets
Managing large volumes of data effrciently
Creating actionable reports from raw data
Navigating complex tools and APIs

5. Job Title
IT Manager
Age
25 to 34 years
Highest Level of Education
Bachelor’s degree (e.g. BA,
Social Networks
Industry
Finance
Organization Size
501-1000 employees
Preferred Method of Communication
Email
Text Messaging
Phone
Tools They Need to Do Their Job
AWS
Salesforce
Monitoring Tools
Generative AI for automation
Job Responsibilities
Monitoring IT systems, troubleshooting, vendor management
Their Job Is Measured By
Uptime, system performance, and cost effrciency of IT operations
Reports to
CTO or CXOs
Shivam

6. Goals or Objectives
Optimize cloud spend and infrastructure performance, Support financial reporting with
accurate data, Ensure compliance with data and operational requirements
They Gain Information By
Online courses, peer communities, technical blogs
Biggest Challenges
Managing API and cloud costs while ensuring performance
Integrating new technologies without disrupting operations
Balancing cost control with user demands