Virtual Account 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

• Connect with individuals exploring financial services. • Guide clients through the discovery process. • Recommend tailored solutions that support their personal or business goals. • Engage with new leads through calls, emails, and digital platforms. • Educate clients on next steps and facilitate a seamless onboarding process. • Track all outreach activity and manage follow-up communication in CRM. • Build long-term client rapport and ensure satisfaction.

🎯 Requirements

• High school diploma or college degree preferred. • Excellent verbal and written communication skills. • Confidence in client-facing conversations and guiding people toward decisions. • Prior experience in sales, business development, or client services 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. • Flexible scheduling options with the ability to work from home. • Comprehensive training and onboarding. • Opportunities for growth and advancement.