Account Specialist

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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

• Proactively reach out to clients and handle inbound inquiries. • Discuss client goals and align solutions accordingly. • Provide clear explanations of services and next steps. • Track activity and maintain up-to-date records in CRM. • Support retention efforts through ongoing communication.

🎯 Requirements

• High school diploma or college degree preferred. • Prior experience in sales, lead generation, or customer service roles a plus. • Results and goal oriented. • Able to work independently in a work from home environment.

🏖️ Benefits

• Competitive base salary plus performance-based bonuses and incentives. • Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off. • A work from home environment with flexible scheduling options. • Ongoing training and support.