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.