Job change signals guide

Job change signals overview

Job change signals notify you when people you’re monitoring move to new roles. This enables you to leverage existing relationships to create pipeline opportunities, drive conversions, support expansion and prevent churn.

Why track job changes?

With job change signals, you can identify when your champions move to new companies. This opens up high-probability opportunities for account expansion or new deals. Alternatively, detecting departures from key accounts is an important signal for renewals.

Job change signal use cases

• Sales: Automatically track when champions change jobs. These contacts understand your tool’s value and have a high chance of advocating for it in their new roles.
• Customer Success: Flag accounts where contacts have left, allowing for active outreach.
• Customer Success: Detect when key customer contacts join or leave, allowing you to create plays to target newcomers or departures.
• Operations: Maintain an accurate CRM by automatically updating contacts for key accounts when job changes occur.

How do I set up job change signals?

How does this work?

You can trigger countless workflows with Job Change Signals (in Beta) when key contacts switch companies. Setting up a job change signal workflow involves configuring three key components:

Step 1: People Table‍

Create a table in Clay that includes the LinkedIn profiles of the individuals you want to track. You can also include a column for the last recorded company URL. Examples of people within this list can include:

• Current champions
• Contacts of current customers
• Contacts you have interacted with but are not current customers

Step 2: Specify Columns‍

Select the LinkedIn profile URLs to monitor for job changes. Optionally, include the LinkedIn URL of the last known company to confirm if your contact has moved to a new position.

Step 3: Custom Workflow Triggers‍

From here, you can automate actions based on job change signals. Examples include:

• Slack Notifications: Set up alerts to receive job change updates in Slack.
• Email Sequences: Trigger automated email drafts for contacts who change jobs.
• Table Logging: Write job change data to tables within your workbook.
• CRM Updates: Auto-update CRM records when job changes are detected.

Monitor job changes of current list of contacts

Step 1: Specify the contacts you want to monitor

In the People Table field, choose the table that contains the contacts you want to monitor for job changes.

Step 2: Specify the LinkedIn URL Column

In the People LinkedIn URLs to Monitor field, select the column within your chosen table that holds the LinkedIn URLs. This will enable Clay to monitor these profiles for job updates.

This list should be empty, for every job change in this you will receive a new entry.

How to set up historical job change monitoring

Step 1: Build or import the list into Clay

Create a table in Clay with the LinkedIn profiles of the people you want to monitor (use this Clay template if you are importing a list)

Step 2: Add the list to job change tracker

In the Job Change Tracker, under “People Table,” specify the table containing your list and select the column that includes the LinkedIn URLs of the contacts you want to monitor.

Step 3: Enter the last known company

Add the contact’s last known company LinkedIn URL. This enables Clay to detect if a job change has occurred by comparing it to the current data.

Step 4: Run the enrichment

Run the enrichment process to detect any job changes in your current list.

FAQ

Is there a limit to how many job changes I can monitor?

For now, you can monitor up to 1,000 people in 3 different tables (3,000 total). There’s no add-on charge for this feature while we iterate with your feedback in beta. Please share your product feedback here.

I don’t see any job changes in my table, what is wrong?

If no job changes appear in your table, this could be due to two main reasons:

1. No job changes detected: None of the contacts in your selected list have recently changed jobs.
2. Filters too aggressive: Your filters might be too strict, filtering out job changes in your contact list.

To improve your results, consider expanding your contact list to track a wider range of contacts.

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