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About the Role

This role is for a Business Development Coordinator responsible for managing the prospect pipeline for a wealth management firm. Key responsibilities include inbound lead response, scheduling meetings, follow-up outreach, CRM management, and sales meeting preparation. The position offers a base salary plus incentives, with a total target compensation up to $105,000. It's ideal for someone who enjoys phone communication, process ownership, and converting leads into prepared, attended meetings.

Responsibilities

Respond to every new lead the same business day, phone first, then text and email.
Conduct screening calls to gather key facts (goals, timing, income, liquidity, and situation).
Persistently reach out to leads who haven't booked or who fell off the calendar.
Book and schedule every prospect and sales meeting.
Manage the CEO's overall calendar using Calendar Logic SOP.
Confirm every meeting through a sequence of calls, texts, and emails.
Block time on the CEO's calendar for meeting homework.
Build and maintain a prospect folder for every lead.
Prepare a concise brief before each sales meeting.
Process notes from every prospect meeting within 24 hours.
Pull out specific data points, pain points, and open questions from meeting notes.
Own every follow-up after a meeting, including next steps and promised materials.
Request, track, and organize prospect documents.
Prepare and send DocuSign packages and track them to completion.
Keep filing organized.
Keep Redtail CRM current every day, logging every call, meeting, note, document, and next step.
Report weekly on the pipeline: leads received, contacted, booked, held, and advanced.
Turn lessons learned into Standard Operating Procedures (SOPs).
Find and propose better ways to work, including AI and automation.
Take on additional projects as capacity allows.

Requirements

2+ years in client development, inside sales, business development, or client service.
Experience ideally in wealth management, private banking, luxury real estate, or another high-end service business.
Confidence on the phone with affluent people, able to ask about money directly and warmly.
CRM discipline; ability to log everything daily without reminders.
Strong writing skills for concise, clear, and accurate prep briefs and follow-up emails.
Comfort with technology and AI tools, including note-taking and summarizing tools, Microsoft 365, Teams, and DocuSign.
Precision and speed; ability to catch details while moving fast.
Availability for high-value prospect outreach in the evening.
Warm, polished, professional presence with executives and affluent clients.

Skills

Inbound lead response
Scheduling meetings
Follow-up outreach
CRM management (Redtail experience is a plus)
Sales meeting preparation
Phone communication
Process ownership
Technology and AI tools
Microsoft 365
Microsoft Teams
DocuSign
Writing
Organization

Location

Austin, TX
Remote, Austin based

Work Type

Remote
Hybrid
Occasional in-person work

Experience Level

2+ years

Salary/Compensations

$60,000 to $75,000 base salary
$10,000 to $30,000 in incentives
Up to $105,000 total compensation

Benefits

Health reimbursement arrangement
Unlimited PTO with approval
Direct exposure to how a high-performing wealth firm wins and serves clients
More responsibility as you prove yourself

About the Company

Socha Capital is a multi-family office advisory firm serving entrepreneurs, business builders, and executives.
Aggregate client value exceeds $5 billion.
Core values: Growth, Communication, Reliability, Respect.