Legacy Tree Genealogists, Inc.

Researcher

• Solving complex genealogy research problems through in-depth analysis
• Conducting genealogical research online and using records in archives/libraries
• Composing 15+ page narrative reports with citations and research logs
• Opportunities for sharing expertise through writing blog articles and creating videos

Researcher – Professional Genealogist

General

• Assist potential clients to find the best solution for their research needs
• Respond to warm sales leads and sell company services over the phone, video, and email
• Establish and maintain potential client relationships
• Contribute to the sales team by meeting deadlines and achieving sales goals
• Attend company meetings and fill in for team members as needed

Client Solutions Specialist

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

Researcher – Professional Genealogist

Client Solutions Specialist

Client Relations Specialist, Project Manager