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Advanced Job Role & Experience Filtering

Learn how to isolate decision-makers, identify recently promoted employees, and toggle between active and past roles to refine your prospect list.

Guide to Using Job Role Filters for People

 

1. Introduction to Job Role Filters 0:00

  • Overview of the purpose of the Loom video: to explain options for filtering job roles in a candidate search.

  • Importance of selecting the right filters to find suitable candidates.

 

2. Job Role Filter Options 0:00

  • Explanation of the job role filter.

  • Example: Searching for CEOs and founder/CEOs.

 

3. Search Match Types 0:15

  • Three types of search matches:

    • Smart Search Match: Provides broader results.

    • Word Match: Matches based on specific words.

    • Strict Match: Only includes exact titles (e.g., 'chief executive officer' or 'CEO').

 

4. Latest Active Position Filter 0:31

  • Explanation of the 'latest active position only' toggle.

  • Use case: Searching for individuals with multiple roles (e.g., founder and advisor).

  • Toggle on: Search only in the latest active position.

  • Toggle off: Search in all active roles.

 

5. Organization Role and Experience Filters 1:01

  • Explanation of organization role filtering by seniority (e.g., C-suite, VP).

  • Ability to filter by department and function.

  • Option to filter by duration in current role or total experience.

 

6. Finding Promoted Candidates 1:29

  • Example of searching for a VP of Sales with specific criteria:

    • Current role: max 2 years.

    • Company tenure: minimum 7 years.

  • Purpose: Identify candidates who have been promoted within their organizations.

 

7. Example Case Study 2:02

  • Case study of Michael Hecker:

    • Current role: Vice President of Sales.

    • History of multiple roles in the company.

    • Meets criteria of being in current role for max 2 years and with 7 years in the company.

 

8. Conclusion 2:26

  • Recap of the filtering options available.

  • Encouragement to utilize these filters to find suitable candidates.

Link to Loom

https://loom.com/share/1c67b8d5595f4a2488e369aadfd1c0ef

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