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 7
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
• Initiate outbound calls, emails, and messages to potential clients • Respond promptly to inbound inquiries and assist with initial questions • Build rapport while identifying each client’s unique needs and objectives • Clearly communicate service offerings and recommend appropriate next steps • Schedule follow-ups or connect clients with the right internal team members • Maintain accurate records of interactions and client notes in the CRM
🎯 Requirements
• Bachelors degree preferred, but not required • Excellent communication skills with a friendly, confident presence • Organized and self-motivated in a remote work environment • People-first approach with strong listening and follow-up skills • Previous experience in sales, customer engagement, or appointment setting is a plus
🏖️ Benefits
• Competitive base pay plus performance-based bonuses and incentives • Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off • Flexibility with structured support • Career growth opportunities within an expanding company • A professional and performance-driven team culture
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