SigParser’s Job Level and Job Department fields make it easy to build precise, relevant lists—whether you’re planning events, launching campaigns, or identifying cross-sell opportunities. Below are three common use cases showing how teams apply these filters in real workflows.
Use Case 1: Event Invitations — Targeting the Right Seniority
Goal:
You’re hosting two events:
A C-suite dinner focused on regulatory trends
A broader compliance workshop for directors and managers
Each event requires a clearly defined, appropriately senior audience.
C-Suite Dinner (20–30 Executives)
Filters:
Job Level: C-Level
Company Industry: Financial Services
Location: NY
💡Tips:
Set Contact Status = Valid
Require at least 1 email sent and 1 email received
This interaction exchange indicates an active relationship and helps avoid cold outreach at an intimate event
Compliance Workshop (100+ Attendees)
Filters:
Job Level: Director or Manager
Job Department: Legal & Compliance
Company Industry: Financial Services
Location: NY or NJ
💡Tips:
Utilize OR logic when filtering
Using AND across multiple locations often returns zero results
Instead, group locations with OR filters to expand your audience while staying targeted
Use Case 2: Practice Area Marketing
Goal: Launch an HR compliance campaign about new workplace regulations. Customize your messaging to best resonate with your segmented audience.
Filters:
Job Department: Human Resources
Job Level: C-Level, Executive, Director, Manager
Best Practice: Segment messaging by seniority
C-Level / Executives: Strategic impact and risk mitigation
Directors / Managers: Tactical guidance and implementation steps
💡Tips:
Use "Not Equals" filtering to exclude Contributor Job Levels, and include all others.
Use Case 3: Account Expansion - Cross-Selling to Existing Clients
Goal: You represent a manufacturing client on environmental compliance matters. You want to expand into their tax, employment, and IP practices.
Step 1: Map the client organization
Search for the client company (e.g., Acme Manufacturing)
Open the Company profile
Review:
Contacts tab — who you know at the company
Relationships tab — which coworkers have relationships with the company
Alternatively, search for the Company on the Relationships page to see all individual Coworker to Contact relationships at a given Company
💡Tips:
Utilize Custom Fields to classify your current clients
You can then filter on your "Client" Custom Field
Step 2: Identify cross-sell targets by department
Go to the Relationships page in SigParser. This will display all of the Contact relationships your Coworkers have. Filter by the desired company and apply additional filters:
Tax Services:
Filter: Job Department = Finance & Accounting
Filter: Job Level = C-Level, Executive, Director
Find: CFO, VP of Tax, Controller
IP/Technology:
Filter: Job Department = Engineering & Technology Development
Filter: Job Level = C-Level, Executive, Director
Find: CTO, VP of Engineering, Director of Product
💡Tips:
Configure the Primary Relationship Field to focus on senior coworkers or specific roles (e.g., Partners, Account Managers).
This helps surface the most relevant internal connections for expansion.
Step 3: Plan warm introductions
Review relationships for each target
Identify which of your partners knows them best
Request introductions from the environmental partner
If you have any questions, send us an email at support@sigparser.com. You can also book a demo session HERE.