THIS ARTICLE IS FOR: ✅ Self-Serve
Stage: Trial / Onboarding / Live
Owner: CS
Last updated: 2026-7-27
TL;DR
The Job Titles filter controls who inside a company you reach.
Start with leadership titles, then add department-specific roles.
Keep Contains mode ON for almost all searches.
Avoid generic titles like "Director" by themselves.
When you'd use this / Why it matters
Your outreach only works if it reaches someone who can say yes. Job Titles directly controls list quality, reply rates, and deal velocity.
Step 1: Start with true decision-makers
For most B2B offers, owners and executives can approve budgets immediately.
Always include:
CEO
Founder
Co-Founder
Owner
President
Managing Director
Principal
Partner
Chairman
These titles work perfectly with Contains and rarely create irrelevant matches.
Titles you should NOT use alone
❌ Never use "Director" by itself. With Contains enabled, it will match Creative Director, Funeral Director, Facilities Director, and other unrelated roles.
Safe only when paired with a department:
Marketing Director
Sales Director
Operations Director
HR Director
IT Director
Finance Director
Step 2: Add titles matching your service
Add roles that directly feel the pain your service solves — Marketing, Sales, Operations, HR, or IT titles depending on your offer.
Rule of thumb: If a role could logically feel the problem your service solves, include it. Better to include 8–15 relevant titles than miss buyers.
Contains vs. Exact Match
Contains (recommended, default)
Typing "CEO" matches "CEO," "CEO / Founder," "Interim CEO," and other variants. Job titles are inconsistent, so this catches the real-world variety.
Exact Match (use sparingly)
Use only when you need strict control — e.g., only "SDR," not "Senior SDR."
What is seniority-level targeting?
Seniority is captured through your title selections rather than a separate dropdown in standard B2B Search. Build seniority into your title list directly:
C-Suite/Executive: CEO, Founder, President, COO, CTO, CMO
VP-level: VP Sales, VP Marketing, VP Engineering
Director-level: Marketing Director, Sales Director (always paired with department)
Manager-level: Marketing Manager, Operations Manager, HR Manager
If you're using Intent Data or Internal Data, a dedicated Seniority Level filter is also available as a People filter — see "What is Intent Data and how do I use it in my searches?" for details.
Expected outcome
You should now be able to:
Build a job title list that captures both leadership and department-specific roles
Avoid title pollution from generic terms
Approximate seniority targeting through title selection
Troubleshooting / FAQs
How many job titles should I include?
Typically 8–15 per search, depending on your offer.
Why am I seeing irrelevant roles?
You're likely using a generic title (like "Director") without a department attached.
Is there a dedicated Seniority filter?
Yes, available specifically within Intent Data / Internal Data searches.
How do I filter leads by location?
THIS ARTICLE IS FOR: ✅ Self-Serve
Stage: Trial / Onboarding / Live
Owner: CS
Last updated: 2026-7-27
TL;DR
Location filters exist at two levels: Company (where the business operates) and People (where the individual lives).
For nearly all standard B2B targeting, use Company location filters.
People location filters are niche — only use them when the individual's residency is a hard requirement of your offer.
Both levels support Country, State/Province, and City.
When you'd use this / Why it matters
Choosing the wrong location level is one of the most common ways to accidentally shrink or distort a list. Understanding the difference protects your TAM and keeps your targeting accurate.
Company location filters (default for B2B)
Company Country, Company State, and Company City target where the business is headquartered or operates. Use these when:
You sell marketing, SaaS, consulting, or any remote/digital service
Geography matters at the business level, not the individual level
You want the most complete, accurate list possible
People location filters (niche, use sparingly)
People Country, People State, and People City target where the individual personally lives, based on their profile. This is unreliable for B2B because:
Many people don't list a usable location
Remote work disconnects personal location from company HQ
Profiles often show only "Remote," "Global," or vague regions
Only use People location filters when:
Your offer legally or physically requires the person to reside in that location (lawyers licensed by state, local real estate agents, in-person coaching, etc.)
Quick decision guide
Your offer | Use |
Marketing, SaaS, consulting, remote services | Company location |
Local lawyer, licensed professional, in-person service | People location |
Unsure | Default to Company location |
Expected outcome
You should now be able to:
Choose the correct location level for your offer
Avoid unnecessarily shrinking your list with People location filters
Apply Country, State, and City filtering confidently at the right level
Troubleshooting / FAQs
Why did my list shrink dramatically after adding a location filter?
You likely applied a People location filter for a use case that should have used Company location instead.
Can I combine Company and People location filters?
Yes, but it's rarely necessary unless your offer has both business-location and personal-residency requirements.
Which level should I default to?
Company location, unless residency is a hard requirement of your offer.