Bookings & Service Systems Operator

Austin, TX - USA

Monthly Salary: Not Disclosed

Posted on: 9 hours ago

Vacancies: 1 Vacancy

Job Summary

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: $80000
Base Salary: $65000
Commission Target: $15000 (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 whats unclear and whats 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.

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...