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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in professional genealogy, including Probate, Lineage, and General US Research, while effectively leading and mentoring a team of research professionals. Proven ability to manage client projects, ensure compliance with standards, and enhance team performance through skill development and operational efficiency.
Highest-signal resume keywords
Professional Genealogy ExperienceTeam Management ExperienceClient Project ManagementCertified Professional GenealogistExceptional Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Probate ResearchLineage ResearchGeneral US ResearchPerformance ManagementSkill DevelopmentOperational Bottleneck ResolutionProject AllocationGenealogical Standards ComplianceCasework InvolvementResearch Quality Assurance
Soft Skills
MentoringGoal SettingTime ManagementConstructive Feedback DeliveryCollaboration
Certifications & Qualifications
Certified Professional Genealogist
Industry Keywords
GenealogyResearch StandardsStandard Operating ProceduresClient ExperienceExecutive Leadership Interface
About the role
Key responsibilities & impact- Lead, mentor, and performance-manage a team of up to 15 research professionals
- Conduct regular one-on-ones, set goals, and drive ongoing skill development
- Own team research quality and ensure compliance with standard operating procedures
- Maintain professional genealogical standards
- Oversee project allocation and assist with operational bottlenecks
- Directly manage a small portfolio of client research projects
- Partner with Operations Directors on team goals, hiring, and business operations
- Collaborate with Client Relationship Managers to resolve client concerns
- Interface with executive leadership on client experience and product quality
- Maintain active involvement in casework and industry best practices
Requirements
What you’ll need- 10+ years of professional genealogy experience
- 5–10 years of recent experience in Probate, Lineage and/or General US Research
- 2–5 years of direct team management experience
- Proven track record of developing talent, managing performance, and resolving operational bottlenecks
- Exceptional communication skills and experience delivering constructive feedback
- Strong time management skills to balance management duties with active billable research
- Certified or Accredited Professional Genealogist credential preferred
- Bachelor’s degree or higher preferred
- All job offers are contingent on a background check screen that complies with applicable law
Benefits
Comp & perks- Eligibility for bonus
- Equity
- Comprehensive health, dental and vision benefits
- Location-flexible work: nearest office, home, or hybrid of both, subject to location restrictions and role requirements
- Background check compliant with applicable law
- Reasonable accommodations for qualified individuals with disabilities
