Client Consultant

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November 21

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Wix

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Finance • B2B

Wix is a Raleigh-based firm specializing in tax preparation, tax advisory, and small business accounting. The company is led by John D, a Certified Public Accountant with extensive experience in accounting practices including accrual, cash, project-based, and cost accounting. Wix is committed to understanding the unique needs of small businesses across various industries such as real estate, consulting, and construction management. The firm prides itself on providing individualized attention and guidance, helping clients navigate the complexities of tax codes and grow their financial operations.

1001 - 5000 employees

Founded 2006

💸 Finance

🤝 B2B

📋 Description

• Initiate outbound calls, emails, and messages to potential clients. • Respond promptly to inbound inquiries. • Engage in conversations to uncover client needs and goals. • Clearly explain service offerings and recommend next steps. • Schedule follow-up calls or connect clients with the right team members. • Log interactions and maintain accurate notes in our CRM.

🎯 Requirements

• High school diploma or college degree preferred. • Confident and friendly communicator who works well in a client-facing environment. • Organized and comfortable working in a virtual setting. • A people-first approach with strong listening and follow-up skills. • Previous experience in sales, appointment setting, or client-facing role a plus.

🏖️ Benefits

• Competitive base salary plus performance-based bonuses and incentives. • Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off. • Flexibility with structured support. • Opportunities for advancement with a growing company.