When defining a Buying Group, you can assign one or more system Buying Roles to a Persona. Using Buying Roles for your Personas helps ensure consistency across different Buying Groups.
To see the Buying Roles, from the left navigation bar, go to Settings > Buyer Profiles > Buying Roles.
Important: You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
The following system-defined Buying Roles cannot be edited or deleted, and no additional Buying Roles can be created:
| Buying Role | Description |
|---|---|
| Approver | Person responsible for reviewing and authorizing purchasing decisions and transactions to ensure compliance, accuracy, and alignment with organizational guidelines. |
| Blocker | Person who can impede or halt the sales process. |
| Budget Holder | Person who controls the budget allocated for purchasing the product/service. |
| Champion | Person who is an enthusiastic supporter and advocates for your product/service within their organization. |
| Decision-Maker | Person who ultimately makes the final purchase decision. |
| End-User | Person who is using your product/service. |
| Executive Sponsor | Person in the executive group who supports and influences the decision-making process. |
| Gatekeeper | Person who controls access to key stakeholders and decision-makers within the organization. |
| Influencer | Person who has the ability to sway other members of the buying committee |
| Initiator | Person who initiates the buying process within the organization. |
| Technical Expert | Person who provides technical expertise and guidance during the evaluation and implementation stages. |