Careers

The Account Manager (AM) is responsible for securing sales from existing and prospective clients through a B2B and solution based consultative selling approach. The incumbent is driven to provide a high level of customer service and provides the HeirSearch client with the highest level of professionalism while closing sales and reaching monthly sales goals.

Duties & Responsibilities:

• Responds to and qualifies assigned leads in the set timeframe.
• Secures sales from existing and prospective clients to reach and exceed monthly sales goals.
• Manages client’s expectations and delivers a positive customer experience to ensure repeat and referral business.
• Assembles accurate and complete information to enter and track in Salesforce CRM system.
• Sales project participation as assigned from time to time.
• Oversees and manages the full cycle client experience.
• Collaborates with the research team to troubleshoot and resolve issues related to client files.

Skills & Abilities:

• Able to multi-task and work in a fast-paced environment
• Excellent verbal and written communications skills
• Ability to work as an individual and within a team environment
• Self-motivated with a high desire to learn and succeed
• A strong understanding of the sales cycle with the ability to be flexible
• Ability to build relationships (both internal and external) based on trust, respect and confidence

Qualifications & Requirements:

Education:

Post-secondary education in Sales, Marketing, Business or equivalentyears of experience preferred

Experience:

Minimum of 1 year inside sales or telephone customer service – with legal and/or financial institution experience considered an asset

Computer:

Basic knowledge of MS office: Outlook, Excel, Word & PowerPoint, Salesforce (or like CRM system)

Work Environment:

Remote work upon completion of initial onsite training

Client interaction via telephone and e-mail

Travel is not a requirement but may be a future opportunity

Job Types: Full-time, Permanent

Pay: $50,000.00-$60,000.00 per year

Benefits:

• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Flexible schedule
• Life insurance
• On-site parking
• Paid time off
• Vision care

Flexible Language Requirement:

• French not required

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Burnaby, BC: reliably commute or plan to relocate before starting work (required)

Education:

• Bachelor’s Degree (required)

Location:

• Burnaby, BC (required)

Work Location: In person

Apply Now

(Burnaby expand to Fraser Valley), BC

In Office position

HeirSearch is in search of an exceptional and passionate Family Historian/Genealogical Researcher to join our dynamic team. As a Family Historian, you will be at the heart of our mission, conducting thorough genealogical research for our clients, meticulously analyzing historical documents, and crafting comprehensive reports on family histories. We are on the lookout for a detail-oriented individual with a strong understanding of research methods who can deliver precise and captivating narratives about our clients’ ancestors. Our ideal candidate is someone with a research-related background who’s also a quick learner for the comprehensive training that’s provided to ensure success in this role.

Key Responsibilities:

• Conduct extensive genealogical research for clients using a wide range of online databases, historical records, and other relevant resources.
• Analyze and interpret historical documents with precision to uncover family relationships, connections, and historical context.
• Compile meticulously detailed reports on family histories, including comprehensive information on ancestors’ birth, marriage, and death records, as well as additional relevant historical information.
• Maintain regular and effective communication with clients, ensuring a clear understanding of their research needs, providing updates on research progress, and managing client expectations.
• Collaborate seamlessly with other team members, sharing knowledge, insights, and resources to ensure research projects are completed efficiently, accurately, and within designated timelines and budget constraints.
• Stay at the forefront of genealogical research techniques, tools, and resources, continuously expanding your expertise and adapting to emerging trends in the field.

Qualifications:

• A bachelor’s degree in genealogy, history, or a related field. Advanced degrees are a plus.
• Minimum 2 years proven research experience.
• Exceptional analytical skills, with the ability to navigate complex historical documents and extract relevant information with meticulous attention to detail.
• Outstanding written and verbal communication skills, enabling you to present research findings in a clear, concise, and engaging manner.
• Proficiency in utilizing a variety of online databases and historical records, demonstrating a solid understanding of different research platforms and tools.
• Proven ability to work independently, efficiently managing multiple research projects simultaneously while maintaining high standards of quality and accuracy.

What do we offer?

• The chance to work in a unique industry, fast-paced position, and professional environment.
• Comprehensive medical and dental benefits and paid time off
• Social Committee events and gifts
• Charitable giving programs
• On-site parking and close access to public transit.
• After completion of the training program, work-from-home (WFH) options are available.

Who we are?

We Find Missing Heirs A Better Way®

HeirSearch™ research experts work with executors, administrators, trustees, fiduciaries, bank and trust officers, and their counsel to establish kinship for legal purposes. Since 1967, we’ve used forensic genealogy, an analytical research method, to successfully complete tens of thousands of worldwide searches.

Job Types: Full-time, Permanent

Schedule:

• 8-hour shift
• Monday to Friday

Work remotely:

• Yes, this is an option, but only after training is complete and the candidate has met certain milestones.

Salary range:

• $26-$28. Range is higher after progression into higher Researcher levels.

Benefits:

• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care and HSA
• Flexible schedule
• Life insurance
• On-site parking
• Paid time off
• Vision care

Apply Now

From time to time as our company grows, we seek enthusiastic and motivated individuals to join the HeirSearch team.

Our team members include: Researchers, Account Managers, and, Administration staff.

Apply Now