Account Representative

Wix

Virtual Account Representative connecting prospective clients with tailored financial solutions through outbound and inbound communications. Engaging in meaningful conversations to guide clients toward the next step.

Posted 5/12/2026full-timeRemote • 🇮🇱 IsraelMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

excellent communication skillsfriendly presenceorganizedself-motivatedpeople-first approachstrong listening skillsfollow-up skills

Certifications

Bachelor's degree