Legacy Tree Genealogists, Inc.

Project Manager

• 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

Client Relations Specialist, Project Manager