Legacy Tree Genealogists, Inc.

General

• Respond to warm sales leads during scheduled hours
• Sell company genealogy research services by phone, video, and email
• Assist potential clients in finding solutions for their research needs
• Establish and maintain potential client relationships
• Meet deadlines and individual and team sales goals
• Attend virtual company meetings
• Fill in for team members as needed
• Manage leads during specified time-stamped incoming windows
• Pick up extra shifts during workload surges or team absences

Client Solutions Specialist

Project Manager

• Serve as the main point of contact for clients throughout each genealogy project
• Build rapport through clear, timely, and empathetic communication via email, phone, and video meetings
• Onboard new clients by reviewing goals, guiding them through the New Client Checklist, and answering questions about the research process
• Set up projects by collecting and organizing client materials, including documents, family trees, and DNA access
• Collaborate with internal teams to ensure deliverables are clear, polished, and aligned with client expectations
• Review research results from the client’s perspective and edit reports and updates for clarity, compassion, and professionalism
• Troubleshoot concerns and guide clients through unexpected findings with care and sensitivity
• Support client reorders by identifying ongoing research needs and suggesting appropriate next steps
• Maintain client satisfaction metrics, reorder rates, and internal communication logs using project management tools
• Proactively identify and resolve issues before escalation
• Provide front-line client relations and project management rather than behind-the-scenes genealogy research

Client Solutions Specialist

Client Relations Specialist, Project Manager