Client 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

• Initiate outbound calls and respond to inbound client inquiries. • Conduct needs assessments to understand personal or business objectives. • Recommend appropriate services and walk clients through the onboarding process. • Manage follow-up outreach and relationship-building activities. • Maintain accurate CRM records and activity logs.

🎯 Requirements

• High school diploma or college degree preferred. • Strong communication and interpersonal skills. • Ability to build rapport quickly and guide conversations toward a clear next step. • Self-motivated, organized, and comfortable working remotely. • Previous experience in sales, business development, or client services is 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. • Fully remote environment with flexible scheduling options. • Advancement opportunities and growth potential. • A professional and collaborative remote culture.