Client Consultant

Wix

Virtual Client Consultant assisting clients in exploring financial solutions that match their goals. Initiating communication and guiding clients through service offerings in a friendly environment.

Posted 7/21/2026full-timeRemote • 🇮🇱 IsraelMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client engagement skills through effective communication and follow-up, while maintaining organization in a virtual environment. Proficient in managing client interactions and utilizing CRM systems to log and track communications.

Highest-signal resume keywords

Client EngagementCRM ManagementOutbound CommunicationSales ExperienceAppointment Setting

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

Confident CommunicatorFriendly DemeanorStrong Listening SkillsOrganizational Skills

Tools & Technologies

CRM

Industry Keywords

Client-Facing RoleOutbound CallsInbound InquiriesService OfferingsFollow-Up Calls

About the role

Key responsibilities & impact

Initiate outbound calls, emails, and messages to potential clients.
Respond promptly to inbound inquiries.
Engage in conversations to uncover client needs and goals.
Clearly explain service offerings and recommend next steps.
Schedule follow-up calls or connect clients with the right team members.
Log interactions and maintain accurate notes in our CRM.

Requirements

What you’ll need

High school diploma or college degree preferred.
Confident and friendly communicator who works well in a client-facing environment.
Organized and comfortable working in a virtual 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

Comp & perks

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.