Bookings & Service Leader

S

SKYLINE WEALTH STRATEGIES, LLC

Bookings & Service Leader

austin, TX
Full Time
Paid
  • Responsibilities

    CLIENT SERVICE COORDINATOR Bookings & Service Leader (BKS-1)

    Client Experience · Bookings · Service Operations

    Location: In-Office (Full-Time)

    Compensation: Target Total Comp ~$105,000 ($80,000 Base + $25,000 Commission)

    ◆ About Skyline Wealth Strategies

    Skyline Wealth Strategies is a high-touch, client-first wealth management platform serving high-net-worth and multigenerational families. We operate with a private-family-office mindset, delivering white-glove service, disciplined execution, and lifetime relationships. As a growing private equity–backed platform, Skyline is building scalable systems to support organic growth and future M&A. Excellence in client experience and operational rigor is non-negotiable.

    ◆ Role Overview

    The Bookings & Service Leader (BKS-1) is the front door, quarterback, and client experience engine of Skyline Wealth Strategies. This role owns the booking calendar, client service flow, and continuity of lifetime relationships. The BKS-1 is a senior, revenue-aligned operator who ensures every client interaction—from first call to lifetime service—is executed with precision, professionalism, and care. This is not an administrative role. It is a leadership position with direct influence on revenue, retention, and client satisfaction.

    ◆ Compensation & Incentives

    • Target Total Compensation: ~$105,000
    • Base Salary: ~$80,000
    • Commission Target: ~$25,000 (performance-based)
    • Commission tied directly to revenue closed through the BKS function
    • Aligned incentives ensure shared success for clients, team, and firm

    ◆ Core Responsibilities

    1. Bookings Leadership (Primary KPI)

    • Operate Skyline as a by-appointment-only practice
    • Ensure booking coverage by meeting type, advisor, room, and modality
    • Manage preparation workflows, confirmations, agendas, and follow-ups
    • Administer booking tools (Zoho Bookings, Microsoft Bookings, Calendly)
    • Deliver concierge or self-service booking experiences

    2. Lifetime Service & Continuity Ownership

    • Own 100% execution of the Lifetime Service Program
    • Run quarterly client check-ins
    • Coordinate annual continuity reviews
    • Support ad hoc alignment meetings
    • Identify service needs and opportunity follow-ups

    3. Client Service Quarterback

    • Central intake for all service requests
    • Open and route service tickets (Annuities, Life, Noble, General)
    • Ensure timely delegation and resolution
    • Maintain accurate client records and portal access

    4. New Business & Money-in-Flight Support

    • Support annuity, life insurance, and alternative investment processing
    • Coordinate with carriers, FMOs, and internal teams
    • Track money-in-flight through clean close
    • Maintain discretion, urgency, and accuracy

    5. Client Experience & Hosting

    • Serve as first voice and first face of Skyline
    • Welcome and guide clients in-office
    • Build rapport through onboarding and lifetime relationship
    • Support gifting and client appreciation initiatives

    6. Events & Prospect Experience

    • Manage RSVP, screening, and confirmations
    • Support ~3 events per month
    • Serve as host and relationship bridge for new families

    ◆ Required Experience & Qualifications

    • Minimum 5 years in a high-touch professional environment
    • Experience in wealth management, insurance, legal, medical, or luxury hospitality
    • Hands-on experience with annuities and life insurance processing
    • Strong CRM and systems proficiency (Zoho preferred)
    • Exceptional organization, communication, and follow-through

    ◆ Work Model & Expectations

    • Full-time, in-office role (no remote or hybrid)
    • Flexibility for evening or lunch events
    • Long-term career mindset
    • Commitment to discretion, professionalism, and client-first service

    ◆ Culture & Fit

    • Obsessed with client experience
    • Values respect, accountability, and excellence
    • Thrives in structured, systems-driven environments
    • Calm, confident, and positive under pressure
    • Builder mentality with long-term vision

    ◆ Benefits & Perks

    • Competitive salary and commission
    • Health, dental, and vision insurance
    • 401(k) plan
    • Paid time off
    • Career growth within a scaling wealth platform

    Skyline Wealth Strategies is an equal opportunity employer. We are committed to building a culture of respect, excellence, and client-first service.