Client Solutions Specialist (Remote U.S.)

 Posted 4 days ago
     
2-5 years experience
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AI Summary

Respond to warm sales leads via phone, video, and email to provide genealogy research solutions. Establish client relationships and meet individual and team sales goals while maintaining a flexible schedule.


We at Legacy Tree Genealogists love helping people all over the world (in over 50 countries!) discover their heritage. We get up in the morning and do things like tell a client her birth father’s name, connect cousins in China, and share documentation that an ancestor used an alias and actually fathered two families – at the same time, in two different countries. For almost 20 years we’ve been changing people’s lives forever by answering some of their deepest questions.

 

Legacy Tree is growing (we’ve been recognized as one of Utah’s 100 fastest growing companies, six years in a row!), and we need additional support to keep providing the highest-rated genealogy research in the world to our clients. 


This is where you come in!


About You:


You will be a great fit if:


  • You have 2 years sales experience, preferably in professional/consulting services 
  • You have a deep familiarity with UK and/or Australian English, including local idioms, colloquialisms, and conversational speech patterns
  • You have experience working with clients in the UK and are open to accommodating their time zone
  • You have experience in telephone and video call sales (preferably not scripted) 
  • You are looking for a part-time job and have a very flexible schedule
  • You love closing sales and are motivated by helping people 
  • You have experience with CRM and pipeline management
  • You possess excellent listening, negotiation and presentation skills
  • You have proven ability to meet KPIs such as sales goals
  • You are adept at building trust and credibility
  • You have a quiet place to work with a computer, great internet, and without distractions (a quiet background for phone calls is a must)
  • You have an interest and preferably some knowledge in genealogy
  • You will be responsible for responding to warm leads during your scheduled hours, while remaining flexible to pick up extra shifts as needed for workload surges or team absences. To maintain consistent lead contact, you are expected to check your voicemail and email every business day, as well as attend monthly department meetings and all-staff meetings. 

 


What you’ll be doing at Legacy Tree:



  • You’ll be assisting potential clients to find the best solution for their research needs
  • You’ll respond to warm sales leads and sell company services over the phone, video, and email
  • You will establish and maintain potential client relationships
  • You will contribute to our great sales team by meeting deadlines and achieving individual and team sales goals
  • You’ll attend company meetings and fill in for team members as needed
  • You will do other things as needs arise



What Working at Legacy Tree Will be Like

 

We work hard to make working at Legacy Tree a great part of our team members’ lives. Here’s a little about what life here will be like:

 

Live Where You Want

 

Legacy Tree has always been a remote-based company, which allows us to hire the  best talent and allows our team members to be where they love. As long as you have a quiet place to work, a flexible schedule, and fast internet in your location, that’s all that matters. For this position, candidates must be located in the United States. 


Work Flexibly


This role will be 10-15 hours per week to start, with regular check-ins throughout the week to catch client replies. You’ll be working warm leads and paid an hourly rate plus commission. 


These shifts are listed in Mountain Time (MT), and we require availability starting from 8:00 AM MT for shifts and daily check ins:

  • Tuesday: 6:00 AM – 11:00 AM
  • Wednesday: 6:00 AM – 11:00 AM
  • Friday: 6:00 AM – 11:00 AM
  • Saturday: 11:00 AM – 5:00 PM (Note: There is flexibility to work this shift on Monday instead!)


Work with Great People

 

We may be a remote company, but when you’re solving some of the toughest genealogy mysteries in the world, there’s a lot of cooperation that takes place. You’ll get to know your team members well, and you’ll be grateful for their support when you have questions. There are lots of others who you’ll get to know, especially in our company chat Break Room and at our annual retreats. You'll find out first-hand why Legacy Tree has won the award Best and Brightest Companies to Work for in the Nation multiple times. 


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.


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