Identifying Ideal Customer Profile Fit from Job Titles: Best Formula?

Rod A.

hey fam can someone share their go-to formula to ID ICP fit from job titles? thanks in advance!

19 comments

Channeled
APP
·
·
When identifying ICP fit from job titles, our formula typically looks at three key components: 1. Seniority level 2. Job function 3. Company sizeYou can filter by title, experience, location and other specific traits that match your best-fit customers. The formulas can be customized to ensure the ICP qualifying criteria fits your specific business needs. Sources: Claybooks: Extract, qualify, and enrich LinkedIn event attendees from any event | Clay.com TAM Sourcing | Clay.com
Channeled
APP
·
·
Is that what you were looking for?
Rod A.
·
·
My formula is pretty basic. in a new colum i'm running "'if job title is "xxx" add "yes.'" for some reason (prob user error) the formula isn't recognizing all of the titles i've listed.
Channeled
APP
·
·
This is likely happening because job titles often have multiple variations and Clay's Find People feature doesn't currently support semantic search. This means that different variations of the same title (like "Revenue Operations", "RevOps", "Rev Operations", and "Rev Ops") are treated as completely different titles.To fix this, you have two options: 1. List all possible variations of the job titles you're looking for in your formula, or 2. Use our improved Find People feature which now includes auto-query for similar job titles. For example, searching for "software engineer" will automatically include variations like "SWE" and "software developer". You can also toggle "Exact Keyword Match" if you need to search for specific titles only. Sources: Find AI, Improved People Search, JSON Inputs, Weighted Round Robin, New Integrations, and more! Find People [Clay 101] - Clay University
Channeled
APP
·
·
Is that what you were looking for?
Rod A.
·
·
i've listed separately like "Vice President of Engineering," "Vice President Engineering," "VP of Engineering," "VP Engineering" to try and catch all variations. But it's not identifying all of them.
Channeled
APP
·
·
There are two ways to handle this situation: 1. Use our improved Find People feature which now includes auto-query functionality for similar job titles. This means when you search for a title like "Vice President of Engineering", it will automatically include common variations without needing to list them all separately. 2. If you're using a formula, check your logical operators (AND/OR). The way your formula is structured could affect how titles are matched. For example, if you're using AND (&&) operators when you should be using OR (||) operators, it might prevent some valid matches from being recognized.You can also toggle the "Exact Keyword Match" option if you need to search for specific title variations only. Source: Find AI, Improved People Search, JSON Inputs, Weighted Round Robin, New Integrations, and more!
Channeled
APP
·
·
Did that answer your question?
Channeled
APP
·
·
Looks like you're still looking for help. If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
LuisArturo
·
·
Hey there Rod thanks for reaching out, how can we help you today? Do you mind sending the link (url) to the table so we can take a look?
(52 kB)
Rod A.
·
·
what's up luis
Rod A.
·
·
here you go:
Rod A.
·
·
https://app.clay.com/workspaces/10696/tables/t_xwsmdfRscaYR/views/gv_ZJEFsH8YTwRc
LuisArturo
·
·
Thanks for sharing this is there a particular row you are seeing where this does not seem to be catching a title?
Rod A.
·
·
it's my formula in the /ICP Fit
Rod A.
·
·
For example, it's not catching "Vice President of Engineering" so I had to modify it to "VP of Engineering" on a couple of records to make it work
LuisArturo
·
·
I see, this is due to the limitations of the Formula feature, it is unable to find multiple variations of job titles unless prompted to do so. In this case it would be better to use AI column with Open AI would be able to accomplish this, as the AI is better suited to catch these titles.
Rod A.
·
·
Gotcha thanks
Channeled
APP
·
·
Hi Rod A.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: