Who should you hire next? How do you avoid a bloated team? And what tools actually scale?

This episode breaks down the building blocks of a high-performing email and SMS marketing team—from your first specialist to enterprise-level org charts.

Whether you're a solo operator or managing a growing retention crew, Jimmy and Chase lay out the roles, workflows, and tech stack that fuel long-term growth. We’ll cover specialized organization chart, break down every type of role to consider, and why your processes matter just as much as your people.

EP 33: Scaling Your Email & SMS Team: Roles, Tools, and Workflows for Growth

Here's what we're diving into:

- The five phases of team growth: solo → small → enterprise

- Which roles to hire (and when): strategist, specialist, copywriter, analyst, and more

- How to structure your workflows for campaigns, flows, and QA

- What tech stack you actually need to scale

- When to keep it in-house vs. hire an agency

- Common mistakes (and how to dodge them)

Thank you our friends at Omnisend, Raleon and eCom Email Certified for sponsoring the podcast!

Omnisend is an all in one eCommerce email and SMS marketing automation platform that enables marketers to engage customers and drive sales through personalized experiences. https://eemtrk.com/omnisend-sendit

Raleon is your AI-powered retention team—built to help Shopify brands increase LTV and save hours every week. From segmentation to campaign planning, Raleon automates the grind so you can focus on strategy that scales. https://eemtrk.com/sendit-raleon

eCom Email Certified is a hands-on, results-driven program with a step-by-step guide to mastering retention marketing and driving serious results. Access over 25 hours of learnings and become a certified email & SMS marketer. https://eemtrk.com/eec-sendit

Join our community of 320+ Retention marketers! https://eemtrk.com/eecc-sendit

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00:00 Welcome to The Show

04:12 Evolution of Team Roles

06:47 Specialized Roles and Team Expansion

15:34 Specialized Org Structure

18:32 The Email & SMS Manager & Specialist

27:12 The Copywriter

31:08 The Designer / Developer

34:22 The Data Analyst

36:57 The Automation Specialist

40:33 The CRM Developer

42:48 The List Management Specialist

45:57 The Customer Journey Strategists

47:34 The Compliance and Deliverability Specialists

53:08 Technology for Effective Teams

01:00:26 Campaign Planning and Execution

01:03:02 Working with Email Marketing Agencies

01:04:17 Common Signs to Expand Your Team

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Enjoying the pod? Subscribe to The eCom Email Marketer Newsletter for your weekly dose of retention strategy, actionable insights, & exclusive industry news! http://ecomemailmarketer.com/

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Contact us at hellosenditpodcast@gmail.com for sponsorships, appearance requests, interviews, or general information!