Account Job Change Check

Catch quiet churn before renewal. Checks every active contact on your closed-won annual accounts against Firmable’s current employment data, and flags anyone who’s changed companies or gone quiet in the last 90 days.

The deal was won, the account looks healthy in the CRM, but the champion moved on and nobody noticed. This skill cross-references your CRM’s contact records against fresher Firmable employment data so that gap surfaces before a renewal cycle or QBR, not after.

What It Does

• CRM-agnostic detection: Reads closed-won deal data from HubSpot, Salesforce, Pipedrive, or MS Dynamics 365 Sales without assuming which one you run.
• Confirmed every run: Asks which deal property marks an account as annual each time, since portals get relabelled and this skill never guesses.
• Active-contact filtering: Only checks contacts not already flagged inactive or former, so you’re not re-litigating contacts already handled.
• Job-change detection: Flags contacts whose current company in Firmable differs from the CRM record, using recent-tenure signals to catch moves within roughly 90 days.
• Departure flagging: Separately surfaces contacts who appear to have left with no confirmed new employer, rather than forcing false precision on an unclear case.
• Chat-only output: Returns a grouped summary table. No CRM writes, no Firmable lists, nothing pushed anywhere.

Use Cases

---
name: annual-account-job-change-check
description: Check whether contacts on closed-won annual accounts have changed jobs or left their company in the last 90 days, using the connected CRM (contacts, accounts, deal flags) and Firmable (current employment data) to detect the change. CRM-agnostic — detects whichever CRM is connected. Use this whenever the user asks which contacts have changed jobs, left their company, gone quiet, or need re-engaging on closed-won or annual accounts, or asks to check contact churn/turnover across customers. Trigger on phrases like "who's changed jobs", "who's left their company", "contact turnover on our accounts", "job changes on closed won accounts", or "stale contacts on annual accounts".
---

# Annual account job-change check

For every closed-won annual account in the CRM, find the active contacts, check each one's current employment in Firmable, and flag anyone who has changed companies or appears to have left in roughly the last 90 days. Output is a summary table in chat only, nothing gets written back.

## Workflow

0. Detect the connected CRM — check loaded tools or search for one; a dedicated reference file covers query syntax for HubSpot versus other CRMs.
1. Ask which deal property and value marks an account as annual, every single run, surfacing likely candidates from the property list first.
2. Pull closed-won accounts matching the confirmed annual flag, aggregated to unique companies.
3. Pull active contacts per account, excluding anyone already flagged inactive or former.
4. Resolve each active contact to a Firmable person via bulk_get_people (credit-charged) or a free name-based fallback.
5. Check for job changes: contacts whose current company in Firmable differs from the CRM record, within a recent-tenure band.
6. Check for departures: contacts with no current company on file or no clear new-role signal, flagged as lower-confidence rather than a confirmed date.
7. Present a single summary table grouped by account, separating confident job changes from unclear departures.