Understanding Buyer Persona Segment: Job Titles

Last updated: February 11, 2026

Note: This is available to all users.

Overview

The Job Titles segment allows you to build highly targeted Buyer Persona segments based on a contact’s role within their organization.

You can use this filter to:

  • Target specific decision-makers (e.g., VP Sales, Head of Marketing)

  • Exclude irrelevant roles (e.g., Intern, Consultant)

  • Broaden targeting using keyword-based matching (e.g., “Marketing”, “Engineering”)

  • Identify contacts with missing job title data

Understanding how each operator works is critical — especially the difference between exact match and approximate (token-based) matching.


❓Choosing the Right Operator

Each operator behaves differently. Selecting the correct one ensures your segment returns the expected results.

Is Any Of

Type: Exact match (strict equality)
Case-sensitive: Yes

This operator returns results where the contact’s job title exactly matches one of the selected titles.

There is:

  • No token matching

  • No fuzzy logic

  • No partial matching

The job title must match the selected value verbatim.

Example

Is any of → ["VP Sales", "CEO"]

Title Found

Match

Reason

VP Sales

✅

Exact match

VP of Sales

❌

Not identical

vp sales

❌

Case mismatch

Senior VP Sales

❌

Not exact

Best Used When:

  • You need precision

  • You are targeting a standardized title

  • You want tight control over your segment


Is None Of

Type: Exact match exclusion
Case-sensitive: Yes

This excludes contacts whose job titles exactly match the selected titles.

Just like “Is any of,” this is a strict equality operator.

Example

If you select:

Is none of → "Manager"

It will NOT exclude:

  • Senior Manager

  • Sales Manager

  • Marketing Manager

Because those are not exact matches.

Best Used When:

  • You want to remove very specific titles only

  • You do not want fuzzy or keyword-based exclusions


Contains

Type: Token-based fuzzy matching
Case-sensitive: No

This operator performs approximate matching using token and prefix logic.

It checks whether:

  • Words exist within the title

  • Prefix similarities are detected

  • Matching is case-insensitive

This makes it far more flexible than exact match operators.

Job Title Rule

Title Found

Match

Reason

Executive

Executive Manager

✅

Word exists

Executive Managing

Executive Manager

✅

"Managing" shares prefix with "Manager"

Engineering Managing

Senior Engineering Manager

✅

Prefix similarity

Manager Sales

Sales Manager

❌

Order mismatch

Manager

Sales Manager

✅

Word exists

EXECUTIVE MANAGER

executive manager

✅

Case-insensitive

Best Used When:

  • Targeting departments broadly (e.g., “Marketing”)

  • Capturing title variations (e.g., Manager, Managing, Management)

  • Building scalable persona segments

  • You don’t know exact title formatting


Exists

Returns contacts whose job title Warmly has identified — regardless of what the title is.

Use this when:

  • You only want contacts with known job titles

  • You want to avoid incomplete data


Does Not Exist

Returns contacts who do not have a job title.


❌ Common Mistakes to Avoid

Using "Is any of" when you need flexibility

If you want to match variations like:

  • VP of Sales

  • Vice President Sales

  • VP Sales

Do not rely on exact matching. Use:

Contains → "Sales"

Or build a broader keyword-based rule.

Have questions or feedback? Reach out to your CSM or email us at [email protected]