Wix
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.
Client Onboarding Representative
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🕒 Yesterday
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Wix
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
• Serve as the primary virtual point of contact for new and incoming clients • Initiate outbound calls, emails, and messages to welcome and onboard clients • Engage in conversations to discover client needs and goals • Clearly explain service offerings and recommend next steps • Schedule follow-up calls or connect clients with the right team members • Maintain detailed and accurate client records in our CRM system
🎯 Requirements
• High school diploma or college degree preferred • Professional, friendly communicator who thrives in a client-facing environment • Organized and comfortable working in a work from home setting • A people-first approach with strong listening and follow-up skills • Previous experience in sales, appointment setting, or client-facing role 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. • Flexibility with structured support • Opportunities for advancement with a growing company • A team culture that values professionalism and performance
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