Tips for Conducting a Detailed Key Contact Search at Companies | Clay

Tips for Conducting a Detailed Key Contact Search at Companies

Hi guys, I'm wanting to do a super specific Key contact search from a company and was wondering what the best way to go about it is. The "Find Contacts at Company" is doing an okay job but it is missing people out and I have no clue as to why. i have loads of key words I need to search for but this needs to be a profile wide search not just the job title. some of these companies are ~10,000 employees so needs to be as filtered as possible. Any help would be really appreciated.

41 comments

Channeled
APP
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To perform a highly specific, profile-wide key contact search at a large company in Clay, you can use our "Find People" feature. Here's how: 1. Use the "Source - Clay Find People" option. 2. Set your company attributes to narrow down to your target company. 3. Use multiple filters to broaden your search beyond job titles: • Job title: Include relevant titles and functions. • Experience: Search for keywords in experience descriptions. • Bio: Use keywords to search through headlines, about sections, and entire profiles. • Certifications: Include relevant certifications. 4. Preview and refine your results before importing to ensure you're capturing all relevant contacts. This approach allows for a comprehensive, profile-wide search to find key contacts even in large companies.
Sources: Source - Clay Find People with Companies, People, Jobs Find People overview | Documentation | Clay University Find People [Clay 101] - Clay University
Gabe E.
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Hi Bailey! Do you mind sending the link (url) to the table so we can take a closer look here?
(52 kB)
Bailey S.
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https://app.clay.com/workspaces/470231/workbooks/wb_0swaww4htXPGyy265PN/tables/t_0swaxs8AuNH5TejZWy7/views/gv_ptMBkSuFFwUJ
Bailey S.
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Using the Find contact within company but the data is sometimes pretty out of date
Bailey S.
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And sometimes pretty inaccurate as will display a different job title to the one they hold at the company hence the "exclude job title keywords" doesn't work
Bailey S.
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Any help or integration tips would be great thanks
Bo (.
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Hey, If the contact search isn’t returning your keywords accurately, it’s likely because exact keyword matching isn’t enabled. You can check this by going to Enrich People search → Edit Column → Settings, and toggling on exact keyword match for job titles. By default, we use AI to interpret and group titles, which can explain some of the mismatches you’re seeing. If you’re noticing titles that seem outdated or inaccurate, feel free to share examples—I’d be happy to dig into it with you. Also, for more targeted results, you can try using Claygent. It searches across multiple sources online—including blogs and external databases—to find more accurate or hard-to-reach profiles. Here’s a quick video to help: https://cln.sh/pHgLKqxZ Let me know if you have more questions.
Bailey S.
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As you can see his current job is Director but the found job title is Senior Portfolio Manager.
Bailey S.
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I have the exact keyword match on aswell.
Bailey S.
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Hence my exclude keyword search would only effect there current job title not previous
Bailey S.
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However, this guy has been in the role for 3 months and he is appearing fine.
Bailey S.
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Very inconsistent and some profiles are not appearing at all.
Bailey S.
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Also how would i go about finding staff from a /school/ link on linkedin as this does not work
Bailey S.
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Bailey S.
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1 yr 9 mos in the current role and clay does not recognise it ?
Bailey S.
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Also why is this person appearing, they done even work at the linkedin company https://www.linkedin.com/company/dominionenergy/
Bailey S.
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Not a clue where this is from ??
Bailey S.
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Why is it not using his current role at the company I am searching?
LuisArturo
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Hey there Bailey thanks for sharing this, to clarify about these results, are they inside of the "Mikes" table or the "KC Finder" one. Want to check how the search is setup here.
Bailey S.
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Most were from "mikes"
Bailey S.
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Should be the same search though
LuisArturo
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Hey there Bailey quick question did you turn on the "Exact keyword match" before you initially ran the column or after wards? Checking the first example you give for Rich Matheson, he disappears if you rerun his cell again, since he does not match the keywords entered.
Bailey S.
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Just ran it again with the "Exact keyword match" on and he still appears. this was in the "mikes removed" sheet.
Bailey S.
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The issue with Rich was his current job title is not appearing and I initially had exclude "portfolio manager" as that's not the title I'm looking for.
Bailey S.
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He's currently a director and that is what I was looking for but the filters only affect the job title clay finds, which is not what he currently is.
Bailey S.
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Another issue with the profile wide search - As you can see "Investor relations" and Capital raisng are in this persons summary/about section and also in my Profile search why would they not be appearing?
Bailey S.
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Don't worry think I figured it out - If there is a Job title keyword search on then it overrides the profile search and this persons job title did not contain any keywords I had on.
Bailey S.
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Where is this getting that job title from
Bailey S.
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Why is it not picking up his job description
LuisArturo
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Hey there Bailey sorry for the long delay here, question is this occurring in the same table as before, am going to pass this on to the team as this many accuracy issues is concerning as we have not seen this occur previously.
Bailey S.
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Hi, no this was from a different search in - https://app.clay.com/workspaces/470231/workbooks/wb_0svmnlotFj5Ws7XBNha/tables/t_0svmnluSNNe8Qefzga2/views/gv_0svmnluuUBSk3t96WiB
Bailey S.
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Most of the time its working fine I'm just trying to tailor in these keyword searches and the missing/incorrect data is really odd/missleading.
LuisArturo
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Alright thank you for sharing this will bring this up as this still should not occur at all.
Bailey S.
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Another one where I have no idea where it is getting the data from.
Bailey S.
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also sometimes it provides the wrong link for example - clay gave me this https://www.linkedin.com/in/ethan-a-210713a8/ whereas the link that works is https://www.linkedin.com/in/ethan-allen-210713a8/
LuisArturo
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Hey they Baily thanks for sharing to confirm is this inside of the same table from the previous example as well?
Bailey S.
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Hi, no sorry this from - https://app.clay.com/workspaces/470231/workbooks/wb_0svmnlotFj5Ws7XBNha/tables/t_0svmnluSNNe8Qefzga2/views/gv_0svmnluuUBSk3t96WiB
Bailey S.
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They were both from that
LuisArturo
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Hey there Bailey thanks for sharing this as well bringin this up with the team.
Bailey S.
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Hi can you let me know when its been fixed/looked into, thanks for the help!
LuisArturo
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Hey there Bailey sorry for the delay here, the team is currently looking into these issue and are working on both improving the accuracy of existing data, as well as adding an additional data to help complement our existing ones. This is a priority issue, however, have not yet received an update, but will let you know when we have heard back about a fix for this.
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