Legacy Tree Genealogists, Inc.
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.
Client Relations Specialist, Project Manager
Job not on LinkedIn
🔥 0 minutes ago
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Legacy Tree Genealogists, Inc.
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
• act as the main point of contact for clients • build rapport through clear, timely, empathetic communication • onboard new clients by reviewing their goals and answering questions • facilitate project setup by collecting and organizing client materials • collaborate with teams to ensure deliverables align with client expectations • review research results through the client’s perspective • troubleshoot concerns and guide clients through unexpected findings • support client reorders by suggesting next steps • maintain client satisfaction metrics and internal communication logs • proactively resolve issues using strong understanding of workflows
🎯 Requirements
• warm and professional communicator via phone, email, and text • skilled at building trust with clients • naturally empathetic and enjoys helping others • excellent attention to detail • ability to juggle multiple responsibilities gracefully • comfortable improving internal processes • stays calm under pressure • able to de-escalate concerns • willing to learn new tools and systems • comfortable using Microsoft Office (Word, PowerPoint, OneDrive) and Google Docs Editors • experience with genealogy software (RootsMagic) • has quiet workspace, reliable computer, two monitors, and strong internet access • Bachelor’s degree or equivalent work experience is better • personal or professional genealogical research experience is a plus • experience in customer service or client-facing roles
🏖️ Benefits
• paid time off • ten paid holidays • parental leave • bereavement leave • yearly family history stipends • training stipends • conference stipends • equipment stipends • 401k matching up to 3% • bonuses for client reorders
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