Wix
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.
Account Representative
Job not on LinkedIn
November 21
Wix
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
• Connect with new and prospective clients through outreach and follow-ups • Learn about each client’s financial goals and challenges • Present solutions that align with their needs and objectives • Assist clients through onboarding and product setup • Maintain detailed client information and activity logs in CRM tools • Provide ongoing support through regular check-ins and service updates
🎯 Requirements
• High school diploma required; college degree preferred • Strong communication and relationship-building skills • Highly organized and comfortable working independently in a remote setting • A proactive, client-focused attitude with strong attention to detail • Previous experience in customer service, account support, or sales is a plus
🏖️ Benefits
• Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off • Flexible remote work schedule with structured support • Career advancement opportunities within a growing organization • A collaborative and mission-driven remote team culture
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