Account Advisor

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Wix

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2006

💸 Finance

🤝 B2B

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.

📋 Description

• Engage with new and prospective clients through outreach and follow-ups. • Understand each client’s financial goals and decision-making process. • Recommend solutions that align with their needs. • Guide clients through onboarding and product implementation. • Maintain accurate records in CRM tools. • Support clients with regular check-ins and ongoing service.

🎯 Requirements

• High school diploma or college degree preferred. • Strong communication and relationship-building skills. • Comfortable working remotely and independently. • Experience in client service or sales is a plus but not required.

🏖️ Benefits

• Competitive base salary plus performance-based bonuses and incentives. • Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off. • Flexible work-from-home schedule. • Advancement opportunities with a growing company. • A collaborative, mission-driven remote team environment.