Business Development Coordinator

Socha Capital • Austin, TX

2d • $70,000 - $105,000 • Remote

About The Position

Socha Capital is hiring a Business Development Coordinator to own the prospect journey for its wealth management firm, from initial inbound lead through screening, scheduling, meeting preparation, notes and follow-up, document requests, and signed paperwork. The role also manages the CEO’s calendar so his time is focused on the meetings that matter most. The position is remote and Austin-based, with occasional in-person work.

The coordinator responds to inbound leads promptly, primarily by phone, qualifies prospects, and persistently follows up with leads who have not booked or who fall off the calendar. The role prepares the CEO for meetings, maintains accurate records in Redtail, coordinates prospect communications and documents, and reports on pipeline activity. Success is measured through speed to lead, meetings held, show rate, meeting readiness, timely notes and follow-up, reengagement, CRM accuracy, and communication.

Socha Capital is a multi-family-office advisory firm serving entrepreneurs, business builders, and executives, with aggregate client value of more than $5 billion. Its stated values are Growth, Communication, Reliability, and Respect. The role offers a $60,000–$75,000 base salary, plus annual incentives of $10,000–$30,000 tied to results, for total target compensation of $70,000–$105,000. Benefits include a health reimbursement arrangement and unlimited PTO with approval. The role offers direct exposure to how a wealth firm wins and serves clients, with potential for increased responsibility as the employee proves themself.

Requirements

• At least 2 years of experience in client development, inside sales, business development, or client service.
• Confidence speaking by phone with affluent people and the ability to ask about money directly and warmly.
• Persistence and follow-through in prospect outreach.
• Strong CRM discipline, including logging activity every day without reminders.
• Strong writing skills for concise, clear, and accurate meeting briefs and follow-up emails.
• Comfort with technology and AI tools, including note-taking and summarizing tools, Microsoft 365, Teams, and DocuSign.
• Precision while working quickly and attention to detail.
• Availability to respond to important evening inquiries from high-value prospects the same night.
• Ability to take direct feedback, own mistakes, and act to fix them.
• Comfort with a demanding, results-oriented remote work environment rather than a predictable 9-to-5 schedule.

Nice To Haves

• Experience in wealth management, private banking, luxury real estate, or another high-end service business.
• Redtail experience.
• Experience as a sales development representative, business development representative, inside sales representative, sales coordinator, or client service associate at a financial advisory firm, private bank, or other high-end service business.

Responsibilities

• Respond to every new lead the same business day, using phone first, followed by text and email.
• Conduct screening calls to gather prospects’ goals, timing, income, liquidity, and situation.
• Persistently reengage leads who have not booked or who have fallen off the calendar until they return or are clearly closed out.
• Book and schedule prospect and sales meetings, and manage the CEO’s calendar using the Calendar Logic SOP.
• Confirm meetings through calls, texts, and emails to support strong attendance and reduce last-minute changes.
• Block time on the CEO’s calendar for meeting-related homework and attach the materials he needs.
• Build and maintain a prospect folder for every lead.
• Prepare a concise brief before each sales meeting, covering the prospect, their needs, previous discussions, and what the CEO must decide or deliver.
• Process notes from every prospect meeting within 24 hours, using approved AI tools where appropriate.
• Capture relevant data points, pain points, and open questions in the next meeting brief and CRM.
• Own post-meeting follow-up, including next steps, promised materials, and reminders.
• Request, track, and organize prospect documents, following up until they are received and filed.
• Prepare and send DocuSign packages and track them through completion.
• Keep prospect filing organized so the team can quickly locate materials.
• Update Redtail every day with calls, meetings, notes, documents, and next steps.
• Report weekly on pipeline activity, including leads received, contacted, booked, held, and advanced.
• Turn lessons into SOPs maintained in one live location.
• Identify and propose improvements, including AI and automation, and take on additional projects as capacity allows.

Benefits

• Health reimbursement arrangement.
• Unlimited PTO with approval.
• Direct exposure to how a high-performing wealth firm wins and serves clients, with the opportunity for more responsibility as performance is demonstrated.
• Base salary of $60,000–$75,000, depending on experience and demonstrated results.
• Annual sales support incentives of $10,000–$30,000, paid quarterly and tied to performance measures.
• Total target compensation of $70,000–$105,000.

What This Job Offers

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