Client Relations Specialist, Project Manager

Job not on LinkedIn

🕒 September 17

⛷️ Utah – Remote

⛷️ Utah – Remote

💵 $20 - $22 / hour

⏱ Part Time

🟡 Mid-level

🟠 Senior

👷‍♀️ Project Manager

👻 Ghost score 14%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Legacy Tree Genealogists, Inc.

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2004

👥 B2C

☁️ SaaS

B2C • Genealogy • SaaS

Legacy Tree Genealogists, Inc. is a professional genealogy research firm that specializes in uncovering family histories and ancestral stories for clients worldwide. With over two decades of experience, they employ a team of expert genealogists to conduct thorough research, track down rare records, and analyze DNA test results. Dedicated to quality and customization, Legacy Tree tailors each project to meet specific research goals, ensuring exceptional service and high client satisfaction.

📋 Description

• 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

🎯 Requirements

• Warm and professional communication via phone, email, and text • Ability to build client trust and put clients at ease • Empathy and enjoyment of helping others • Excellent attention to detail and ability to manage multiple responsibilities and deadlines • Comfort following and improving internal processes • Ability to remain calm under pressure and de-escalate concerns • Ability to learn new tools and navigate technology platforms • Passion for genealogy • Comfort with Microsoft Office suite, particularly Word and PowerPoint; OneDrive experience is an advantage • Familiarity with Google Docs Editors suite, including Google Docs and Google Sheets • Experience with genealogy software; Legacy Tree uses RootsMagic • Quiet, dedicated workspace • Reliable computer, at least two monitors, and strong internet access • Bachelor’s Degree or equivalent work experience is an advantage • Personal or professional genealogical research experience is an advantage • Experience in customer service, hospitality, or another client-facing role is an advantage • Experience supporting emotionally sensitive or personally meaningful client journeys is an advantage • Ability to work most hours flexibly between 8am–6pm MT, Monday through Friday • Ability to work 25–29 hours per week

🏖️ Benefits

• Paid holidays and vacation time • Ten paid holidays • Parental leave • Bereavement leave • Yearly family history • Training stipend • Conference stipend • Equipment stipend • 401(k) with employer match up to 3% • Bonus for every client who reorders • Periodic bonuses when the company meets its goals • Flexible working hours • Regular Zoom meetings, company chat, and company retreats • Paid time for training • Paid research of your own family history

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