Bookings & Service Systems Operator

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SKYLINE WEALTH STRATEGIES, LLC

Bookings & Service Systems Operator

austin, TX
Full Time
Paid
  • Responsibilities

    BKS-2 (Bookings & Service – Systems & Operations)

    Skyline Wealth Strategies Client Experience · Systems · Bookings · Service Operations

    Location: Austin, TX (100% In-Office)

    Employment Type: Full-Time

    Reports To: BKS-1 (functional) / LevelUp Tech (systems collaboration)

    ◆ Compensation & Incentives

    • Target Total Compensation: ~$80,000
    • Base Salary: ~$65,000
    • Commission Target: ~$15,000 (performance-based)
    • Commission tied directly to revenue closed through the BKS function
    • Aligned incentives ensure shared success for clients, team, and firm

    ◆ Role Intent (Read This First)

    This is not a traditional systems analyst role.

    This is not a pure architect or builder role.

    BKS-2 is an operator-first role.

    • Run toward the fire
    • Take ownership of broken or manual processes
    • Fix issues immediately, even with temporary solutions
    • Support bookings, service, and client experience in real time
    • Then help translate those realities into scalable systems inside Zoho

    This role is ideal for someone who treats the business like their own and is comfortable operating in a fast-moving, evolving small-business environment.

    ◆ 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 client experience
    • Disciplined execution
    • Lifetime relationships

    As a private-equity-backed platform, Skyline is building scalable systems to support both organic growth and future M&A. During this phase, we need operators who can execute today and help build tomorrow.

    ◆ Role Overview

    • Supports live bookings and service operations
    • Owns service ticketing, data accuracy, and workflow execution
    • Acts as first responder for system, portal, and CRM issues
    • Implements short-term fixes while longer-term systems are built
    • Partners with LevelUp Tech to translate real operational needs into Zoho solutions

    This role is hands-on, tactical, and operational.

    ◆ Core Responsibilities

    1. Front-Line Operational Support (Immediate Impact)

    • Support daily bookings and service execution
    • Resolve live issues related to scheduling, service requests, client communications, and portal access
    • Assist BKS-1 in keeping calendars, service queues, and follow-ups moving
    • Treat service and bookings as mission-critical workflows

    2. Service Ticketing & Workflow Ownership

    • Own the service intake and ticketing process
    • Ensure requests are logged correctly, routed properly, and tracked to resolution
    • Step in to resolve tickets directly when needed
    • Build temporary workflows where systems are incomplete

    3. CRM, Portal, & Data Operations

    • Maintain clean client data tied to service and bookings
    • Support portal access, troubleshooting, and data updates
    • Ensure accuracy between CRM, portal, and service workflows
    • Identify and fix data gaps immediately, even if manual

    4. Systems Execution & Stabilization (Zoho-Centric)

    • Work hands-on inside Zoho CRM and related tools
    • Implement interim solutions, manual-to-system transitions, and stop-gap processes
    • Partner with LevelUp Tech to document requirements and convert pain into system logic

    This role executes first, designs second.

    5. Operator Mindset & Business Ownership

    • Treat the business like it is your own
    • Take responsibility for what breaks, what’s unclear, and what’s missing
    • Escalate thoughtfully, but act decisively
    • Prioritize client experience over perfect systems

    ◆ Success Profile

    • Hands-on operator, not just a planner
    • Comfortable in ambiguity
    • Calm under pressure
    • Obsessed with follow-through
    • Willing to jump between bookings, service, systems, and client issues
    • Motivated by fixing real problems

    ◆ Required Experience & Skills

    • Experience in a small business or scaling environment
    • Exposure to CRM systems, service ticketing, or client portals (Zoho preferred)
    • Background in operations, systems, or business analyst roles
    • Strong comfort with data accuracy, process execution, and client-impacting workflows
    • High accountability and ownership mindset

    ◆ Work Model & Expectations

    • 100% in-office role (Austin, TX)
    • Hands-on, sleeves-rolled-up environment
    • Support live operations and fix issues immediately
    • Help build systems over time
    • Long-term growth path as systems mature and scale

    ◆ Why This Role Matters

    • BKS-1 can lead instead of firefighting
    • Clients experience faster, smoother service
    • Systems get built from reality, not theory
    • The firm stabilizes and scales simultaneously

    This role helps determine whether Skyline continues fighting fires manually or transitions into a clean, system-driven operation.