Step-by-Step Guide to Segmenting by Job Titles and Functions

liton280 · Post by **liton280** » Mon May 19, 2025 5:34 am

1. Collect Job Title and Function Data
To segment by job title and function, you first need to gather this information. Here are some methods:

Forms: Add fields for job title and department on your website’s signup or lead capture forms. Keep it optional if you’re concerned about form abandonment.

Surveys: Use email surveys to gather more details from your existing list.

Third-party Data Enrichment: Services like Clearbit, ZoomInfo, and Hunter.io can append professional details to your existing email list.

CRM Integration: Pull data from your customer relationship management (CRM) software, where job-related information might already exist.

2. Standardize and Clean Data
Job titles vary greatly in format—e.g., “Marketing Director” vs. “Director of Marketing.” To segment accurately, standardize the data. Create a controlled vocabulary or tagging system for similar roles. For example:

C-Suite (CEO, CFO, COO)

Marketing

Sales

Operations

IT/Tech

HR

Customer Service

Using categories or tags allows you to group similar roles together for more efficient segmentation.

3. Create Segments Based on Business Needs
Think strategically when creating your segments. Consider the following categories:

Seniority Level: Executive, Manager, Contributor

Department: Marketing, Sales, gmail mailing list IT, Finance, HR, Operations

Buying Role: Decision-maker, Influencer, User

This will help tailor your messaging according to the buying power and perspective of the recipient.

4. Craft Targeted Messaging
Once segments are defined, create content that speaks to each group. For example:

CFOs: Emphasize ROI, cost savings, and financial impact.

IT Managers: Focus on technical efficiency, security, and integration.

Marketing Directors: Highlight campaign performance, analytics, and engagement metrics.

HR Professionals: Talk about employee engagement, retention tools, and compliance.

Personalize subject lines, headers, and calls-to-action (CTAs) using these insights. Use A/B testing to optimize your message for each group.

5. Automate the Process
Leverage email marketing platforms like Mailchimp, HubSpot, ActiveCampaign, or Klaviyo to automate segmentation and send workflows. These platforms allow dynamic content insertion and rules-based segmentation so that each recipient receives a tailored email based on their job role.