Client Relations Specialist, Project Manager

This is a fully remote position, open to applicants in Utah.

📋 Description

• Serve as the primary point of contact for clients.

• Foster relationships through effective, timely, and compassionate communication.

• Onboard new clients by discussing their objectives and addressing inquiries.

• Facilitate project initiation by gathering and organizing client materials.

• Collaborate with teams to ensure that deliverables meet client expectations.

• Review research outcomes from the client’s viewpoint.

• Address concerns and guide clients through unforeseen results.

• Assist with client reorders by recommending subsequent steps.

• Track client satisfaction metrics and maintain internal communication records.

• Proactively resolve issues using a solid understanding of workflows.

⛳️ Requirements

• Warm and professional communicator via phone, email, and text.

• Proficient in building trust with clients.

• Naturally empathetic and enjoys assisting others.

• Exceptional attention to detail.

• Capable of managing multiple responsibilities with grace.

• Comfortable enhancing internal processes.

• Maintains composure under pressure.

• Able to de-escalate concerns effectively.

• Eager to learn new tools and systems.

• Proficient in Microsoft Office (Word, PowerPoint, OneDrive) and Google Docs Editors.

• Experience with genealogy software (RootsMagic) is preferred.

• Must have a quiet workspace, reliable computer, dual monitors, and robust internet access.

• A Bachelor’s degree or equivalent work experience is preferred.

• Personal or professional experience in genealogical research is an advantage.

• Experience in customer service or client-facing positions is essential.

🏝️ Benefits

• Paid time off.

• Ten paid holidays.

• Parental leave.

• Bereavement leave.

• Annual family history stipends.

• Training stipends.

• Conference stipends.

• Equipment stipends.

• 401k matching up to 3%.

• Bonuses for client reorders.