Bookings & Service Leader

Skyline Wealth Strategies • Austin, TX

16d • $80,000 • Onsite

About The Position

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.

Requirements

• 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

Responsibilities

• Bookings Leadership (Primary KPI)
• Lifetime Service & Continuity Ownership
• Client Service Quarterback
• New Business & Money-in-Flight Support
• Client Experience & Hosting
• Events & Prospect Experience

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed