Learn how to effectively use the Job Title Categorization Tool to organize and analyze job positions.
Useful for:
Personalize to your ICP criteria
Adapt title classification to match your ideal customer profile, lead scoring, or routing logic.
Classify job titles by seniority
Identify roles like Manager, Director, VP, C-level, and more.
Map titles to departments
Automatically associate roles with core functions such as Sales, Marketing, Product, Engineering, etc.
The Job Title Categorization helps you automatically categorize job titles by seniority level, department, and other attributes. The tool uses intelligent matching algorithms to provide consistent categorization across your organization.
Quick Start:
1. Enter a job title in the testing panel on the left and view the categorization results instantly
2. Personalize Department and Seniority
3. Get your results by API, in your Salesforce, HubSpot, or files
1️⃣ Go to your Salesforce or HubSpot settings
2️⃣ Map the Department, Seniority and Sub-Departmert field to your CRM fields
3️⃣ Customize your Department
Set up organizational departments like "sales", "marketing", "engineering", "human resources". The tool will automatically match job titles to the appropriate department.
You add new department
You can delete any department
You can reorder departments to prioritize the ones that match first.
-> Departments are processed from top to bottom. The first matching rule will be applied, so place more specific rules at the top and general ones at the bottom.
4️⃣ Customize Seniority and Sub-Departments
Define seniority levels such as "contributor", "manager", "director", "executive". These levels help categorize job titles by hierarchy and responsibility.
Create more granular categorization within departments for detailed organizational mapping.
5️⃣ Optional - Create Exceptions
Job title like "Account Manager" aren't Seniirty manager or "Product Owner" aren't owner. you can setup exception to force Account manager to the seniority contributor
💡Pro tips: Order Matters!
Drag and drop to reorder exceptions, or use the grip handle to move items.
Exceptions are processed from top to bottom. The first matching rule will be applied, so place more specific rules at the top and general ones at the bottom.
7️⃣ Enjoy and use it anywhere
You can even use it in Salesforce, HubSpot, Spreedsheet, Zapier, Make or any other system.
Best Practices
Tips for Better Categorization
Start with broad categories and refine as needed
Test various job title formats to ensure consistent results
Use exceptions sparingly for truly unique cases
Regularly review and update your category definitions
Consider regional and industry-specific variations in job titles
Still have questions?
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