InformationTitleLeanData Journeys - Job Title ClassificationURL NameLeanData-Journeys-Job-Title-ClassificationStep-by-StepContents OverviewRequirements and PrerequisitesKey BenefitsHow Job Title Classification WorksSetting Up Job Title ClassificationConfiguring Title Cluster ValuesConfiguring Title Level ValuesManage Title Cluster and Level Classification MappingsSummary Overview Job Title Classification is an AI-powered feature that categorizes Leads and Contacts based on their job titles, grouping them into predefined Title Clusters. This automation eliminates manual classification, streamlining Contact Role management and buying group formation. Since job titles vary significantly, Job Title Classification helps standardize these variations, helping businesses accurately assign a Lead's or Contact's role within a buying group. These Title Clusters are stored within a field on the Lead or Contact record, and are accessible within LeanData's Journey object to help users organize their buying groups. Please Note: Job Title Classification was previously called Title Clustering. Requirements and Prerequisites Title Clustering is available to all LeanData Journeys customers Key Benefits Automated Title Classification: Eliminates manual job title categorization.Seamless Integration: Works within Journeys and Contact Role Management.Improved Accuracy: AI-driven categorization ensures consistency and efficiency.Enhanced Contact Role Management: Enables better utilization of Contact Roles.Optimized Journeys: Connects Leads and Contacts to relevant buying groups. How Job Title Classification Works When a Lead or Contact's Title is updated, LeanData sends a request to OpenAI's API. The AI model then categorizes the title into predefined Title Clusters and Job Levels. Once the appropriate Title Cluster and Level are identified, LeanData stamps them onto specified fields on the Lead or Contact. These Title Clusters and Levels can then be used to help assign relevant Contact Roles or Members to a buying group from the LeanData Journey object, or used in Salesforce Lead and Contact reporting. If needed, admins can reprocess updated classifications, which updates all relevant Leads and Contacts with their updated Title Cluster and Level values. Setting Up Job Title Classification Accessing Job Title Classification Navigate to Buying Groups > Title Clustering in the LeanData App. Configuring Job Title Classification Titles are classified along two distinct dimensions: Cluster values: Representing job functions or families, such as Sales, Marketing, or Engineering.Level values: Representing seniority tiers, such as C-Level, VP, Director, Manager, or IC. Configuring Title Cluster Values To configure Cluster Values, ensure you are on the Title Clusters sub-tab on the Title Clusters page. 1. Specify the Title Fields on Leads and Contacts Select the field that contains job titles for Leads and Contacts. LeanData uses this field to assign each record to a Title Cluster. 2. Select the Title Cluster Field Choose the field where LeanData stores the AI-generated Title Cluster. You may first need to create a new field for this purpose. 3. Define Title Cluster Values Specify the Title Clusters that LeanData uses to group Leads and Contacts. Click Add Cluster to create Title Clusters.Enter a Name for the Cluster.Optionally, add Example Titles separated by semicolons. This enhances classification accuracy.Click the Checkmark icon to confirm the Cluster Name and Example Titles.Click the Pencil icon to edit a Title Cluster.Click the Trash icon to delete a Title Cluster.Click Save Changes once your Title Clusters are configured. 4. Calibrate your Title Clusters Cluster Calibration is a guided setup step that improves Job Title Classification accuracy for your organization's specific cluster definitions. During calibration, you review a sample of job titles and confirm which Title Cluster each title should map to. Your selections help the model classify future titles more accurately, which can impact downstream routing and Segment assignments. Calibration is required during first time activation of Job Title Classification and after you make edits to your Title Clusters. In the Cluster Calibration section, click Initialize to prepare a sample of job titles for calibration. This is a prerequisite to start calibration. Initialization may take up to an hour for large datasets, and you may navigate away from the page and return later. When initialization is complete, click Start Calibration to open the calibration modal. In the Calibration Modal, for each title you see the top three suggested clusters. Select the most appropriate Cluster for the given title. Use the Choose another Cluster dropdown for any clusters not shown. Use Previous and Next to navigate between titles. Click Save & Close at any time to save progress and resume later. After the final title, click Review to see a summary of all selections and make inline edits. Click Confirm to complete calibration. 5. Enable Title Cluster Classification Once you have completed entering your Clusters and example titles, enable Title Cluster Classification by switching on the Title Cluster Classification setting. Once enabled, LeanData automatically populates the Title Cluster field based on a Lead or Contact's job title. Reprocessing Title Clusters If you modify Title Clusters, for example by renaming, adding, or deleting clusters, you must reprocess them by clicking Start Reprocessing in the Reprocess Title Clusters section. Please Note: You will need to complete Cluster Calibration again before Job Title Classification can reprocess your records. After recalibration is complete, you can use Reprocess to apply the latest configuration and mappings across your Leads and Contacts. Navigate to Buying Groups > Title Clustering and click Reprocess all Title Clusters. If successful, a confirmation message appears.If errors occur, an error message provides details. Configuring Title Level Values To configure Title Levels, ensure you are on the Levels sub-tab on the Title Clusters page. 1. Confirm the Title Fields on Leads and Contacts Confirm the field that contains job titles for Leads and Contacts. LeanData uses this field to assign a Level to the record. This is the same Title field used for Title Cluster Classification. 2. Select the Level Field Choose the field where LeanData stores the AI-generated Level. You may first need to create a new field for this purpose. 3. Define Level Values Specify the Levels that LeanData uses to group Leads and Contacts. Click Add Level to create Levels.Enter a Name for the Level.Optionally, add Example Titles separated by semicolons. This enhances classification accuracy.Click the Checkmark icon to confirm the Level Name and Example Titles.Click the Pencil icon to edit a Level.Click the Trash icon to delete a Level.Click Save Changes once your Levels are configured. 4. Enabling Level Classification Once configuration is complete, enable Level Classification by switching on the Level Classification setting. Once enabled, LeanData automatically populates the Level field based on job titles. Reprocessing Levels If you modify Levels, for example by renaming, adding, or deleting Levels, you must reprocess them by clicking Start Reprocessing. If successful, a confirmation message appears.If errors occur, an error message provides details. Manage Title Cluster and Level Classification Mappings Even with AI-powered Title Cluster mapping, human oversight is often needed to ensure accurate classification. To manage mappings, click the Manage Mappings button on either the Title Clusters tab or the Levels tab. On the mappings page, you can view existing mappings and see whether they were generated by LeanData or manually mapped. You can upload your own Title Cluster and Level mappings via CSV, edit them directly in the interface, or download existing mappings, modify them offline, and re-upload the edited version. Click Upload Mappings Instructions for detailed instructions and a sample CSV template. After uploading or editing mappings, you must reprocess your Title Cluster and Level Classifications. Please Note: Manually uploaded or edited mappings override AI-generated classifications. Summary Job Title Classification removes the manual work of categorizing job titles by classifying every Lead and Contact into a Title Cluster and a Level. Those values feed your Personas and suggested Roles inside Journeys, and they are also available for standard Salesforce reporting. Calibrate after any change to your clusters, then reprocess so your existing records reflect the latest configuration. For questions or additional assistance, please contact LeanData Support.