Filtering People by Job Title in Clay

The people search in Clay filters show current roles, but there are important limitations to understand when conducting large-scale searches.

Key Constraints

• Result lists must be less than 50,000 records for people searches to function
• You're limited to 50,000 records per table

Recommended Approach

1. Start with High-Value Segments

• Begin with your best customers only (those who made purchases, not just signups)
• Work through your list in batches rather than all at once

2. Filter by Company First

• Apply company-level filters before searching for people
• This significantly reduces the dataset size before pulling individual records
• Example: If targeting consumer software + B2C + growth stage companies, filter at the company level first, then pull people from that smaller set

3. Process in Chunks

• Pull people company by company or segment by segment
• Once you've narrowed the company list, filter by title and job function
• Example: If a company has 150 records, pull all at once, then filter by title

4. Set Up Recurring Workflows

• Run a monthly automation to catch job changes in your customer base
• Pull people who changed jobs in the last 30 days from customer companies
• This avoids processing the entire historical backlog at once

Summary

Tier your customer list by value → filter companies first → work in chunks under 50k → set up monthly job change triggers for ongoing updates.