[Hiring] Client Relations Specialist/Project Manager @Legacy Tree Genealogists

Role Description

This job opening will remain open until our growing team is fully staffed. We at Legacy Tree Genealogists love helping people all over the world (in over 50 countries!) discover their heritage. For over 20 years we’ve been changing people’s lives forever by answering some of their deepest questions. Legacy Tree needs additional support to keep providing the highest-rated genealogy research in the world to our clients. This is where you come in! We need exceptional people on our Project Management team who are able to build and maintain solid trust-centered relationships with our clients.

About You

• You’re a warm and professional communicator via phone, email, and text.
• You’re skilled at putting clients at ease and building their trust.
• You’re naturally empathetic and genuinely enjoy helping others.
• You have excellent attention to detail, can juggle multiple responsibilities gracefully, and excel at staying on top of deadlines.
• You’re comfortable following and improving internal processes.
• You stay calm under pressure and can de-escalate concerns with grace and patience.
• You enjoy learning new tools and systems and are comfortable navigating tech platforms.
• You’re passionate about genealogy and want to help others explore their family stories.
• You’re comfortable with Microsoft Office suite, particularly Word and PowerPoint (even better if that includes OneDrive), as well as Google Docs Editors suite including Google Docs and Google Sheets.
• You have experience with genealogy software (we use RootsMagic).
• You have a quiet, dedicated workspace, a reliable computer, at least two monitors, and strong internet access.

Even better if

• You have a Bachelor’s Degree or equivalent work experience.
• You have personal or professional genealogical research experience.
• You have experience in customer service, hospitality, or another client-facing role.
• You’ve supported emotionally sensitive or personally meaningful client journeys.

What you’ll be doing at Legacy Tree

At Legacy Tree, our clients are trusting us with something deeply personal—their family history. Your job is to make sure that experience feels supportive, professional, and inspiring from start to finish. In this client-facing role, you will:

• Act as the main point of contact for clients, guiding them through each stage of their genealogy project.
• Build rapport with clients through clear, timely, and empathetic communication via email, phone, and video meetings.
• Onboard new clients by reviewing their goals, helping them navigate our New Client Checklist, and answering initial questions about the research process.
• Facilitate the smooth setup of each project by collecting and organizing client materials (documents, family trees, DNA access, etc.).
• Collaborate with internal teams to ensure deliverables are clear, polished, and aligned with the client’s expectations.
• Review research results through the client’s lens—editing reports and updates as needed to ensure clarity, compassion, and professionalism.
• Troubleshoot concerns, address questions, and gently guide clients through unexpected findings with care and sensitivity.
• Support client reorders by recognizing their ongoing research needs and suggesting next steps when appropriate.
• Help maintain client satisfaction metrics, reorder rates, and internal communication logs using project management tools.
• Proactively flag and resolve issues before they escalate, leaning on a strong understanding of our internal workflows and values.

What Working at Legacy Tree Will be Like

• Live and Work Where You Want: Legacy Tree has always been a remote-based company, allowing us to hire the best talent anywhere. As long as you have a quiet place to work, a fast internet connection, and the ability to work most of your hours flexibly between 8am-6pm MT, Monday through Friday, that's what matters most.
• This is ideally a part-time position requiring 25-29 hours per week. We’re serious about providing the highest quality genealogy research, and we’re also serious about work-life balance. We’ll expect you to take paid holidays and vacation time.
• Work with Great People: You’ll get to know your team members pretty well, and you’ll be grateful for their support when you have questions. Some of your co-workers will be Kim and Jessica, and there are lots of others who you’ll get to know, especially in our regular Zoom meetings, company chat Break Room and at our company retreats.
• Get Great Benefits and Take Time to Ramp Up: Our part-time employees working 25-29 hours a week get great benefits like paid time off and ten paid holidays, parental and bereavement leave, yearly family history, training, conference and equipment stipends, and a 401k that we match up to 3%.

Thank you

Thank you for taking the time to read through this position and consider joining our team! We hope to hear from you if you think we'll make a good fit. Legacy Tree Genealogists is an Equal Opportunity Employer. We appreciate diversity, hire based solely on merit, and strive to create a working environment of inclusivity for all our team members.