Bookings Service Systems Operator

BKS-2 (Bookings & Service – Systems & Operations)Skyline Wealth Strategies Client Experience · Systems · Bookings · Service OperationsLocation: Austin, TX (100% In-Office)Employment Type: Full-TimeReports To: BKS-1 (functional) / LevelUp Tech (systems collaboration)◆ Compensation & Incentives Target Total Compensation: ~$80,000Base Salary: ~$65,000Commission Target: ~$15,000 (performance-based)Commission tied directly to revenue closed through the BKS functionAligned 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 fireTake ownership of broken or manual processesFix issues immediately, even with temporary solutionsSupport bookings, service, and client experience in real timeThen 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 StrategiesSkyline 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 experienceDisciplined executionLifetime 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 operationsOwns service ticketing, data accuracy, and workflow executionActs as first responder for system, portal, and CRM issuesImplements short-term fixes while longer-term systems are builtPartners with LevelUp Tech to translate real operational needs into Zoho solutions This role is hands-on, tactical, and operational.◆ Core Responsibilities1. Front-Line Operational Support (Immediate Impact) Support daily bookings and service executionResolve live issues related to scheduling, service requests, client communications, and portal accessAssist BKS-1 in keeping calendars, service queues, and follow-ups movingTreat service and bookings as mission-critical workflows 2. Service Ticketing & Workflow Ownership Own the service intake and ticketing processEnsure requests are logged correctly, routed properly, and tracked to resolutionStep in to resolve tickets directly when neededBuild temporary workflows where systems are incomplete 3. CRM, Portal, & Data Operations Maintain clean client data tied to service and bookingsSupport portal access, troubleshooting, and data updatesEnsure accuracy between CRM, portal, and service workflowsIdentify and fix data gaps immediately, even if manual 4. Systems Execution & Stabilization (Zoho-Centric) Work hands-on inside Zoho CRM and related toolsImplement interim solutions, manual-to-system transitions, and stop-gap processesPartner 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 ownTake responsibility for what breaks, what’s unclear, and what’s missingEscalate thoughtfully, but act decisivelyPrioritize client experience over perfect systems ◆ Success Profile Hands-on operator, not just a plannerComfortable in ambiguityCalm under pressureObsessed with follow-throughWilling to jump between bookings, service, systems, and client issuesMotivated by fixing real problems ◆ Required Experience & Skills Experience in a small business or scaling environmentExposure to CRM systems, service ticketing, or client portals (Zoho preferred)Background in operations, systems, or business analyst rolesStrong comfort with data accuracy, process execution, and client-impacting workflowsHigh accountability and ownership mindset ◆ Work Model & Expectations 100% in-office role (Austin, TX)Hands-on, sleeves-rolled-up environmentSupport live operations and fix issues immediatelyHelp build systems over timeLong-term growth path as systems mature and scale ◆ Why This Role Matters BKS-1 can lead instead of firefightingClients experience faster, smoother serviceSystems get built from reality, not theoryThe firm stabilizes and scales simultaneously This role helps determine whether Skyline continues fighting fires manually or transitions into a clean, system-driven operation.

Created: 2026-03-10