Account Manager

The Account Manager will manage a portfolio of clients within Globalli’s global payroll and HCM platform. This role is responsible for driving customer retention, expansion, and satisfaction by serving as a trusted advisor to clients and ensuring successful adoption and ongoing value from the platform.

This is an individual contributor role with no direct reports, operating within a structured, playbook-driven account management framework.

Key Responsibilities

 

Client Relationship Management

- Own a portfolio of client accounts as the primary point of contact

- Build and maintain strong long-term client relationships to drive retention

- Serve as a trusted advisor on global payroll and HR tech solutions

- Act as the voice of the customer internally across product and operations teams

Account Growth & Retention

- Identify and execute upsell and cross-sell opportunities

- Drive account retention and manage churn risk proactively

- Develop and execute structured account plans using standardized playbooks

- Support renewal discussions and commercial continuity

Solution Delivery & Client Success

- Understand client workforce and business needs

- Recommend tailored solutions across payroll and compliance services

- Ensure clients are maximizing value from the Globalli platform

- Support onboarding continuity and product adoption where needed

Account Performance & Reporting

- Track account health, usage, and satisfaction metrics

- Maintain accurate CRM records (HubSpot or equivalent)

- Conduct regular business reviews with clients

- Provide insights on risks, trends, and expansion opportunities

Cross-Functional Collaboration

- Partner with Implementation, Product, Support, and Sales teams

- Coordinate resolution of client issues and escalations

- Share client feedback to support product and service improvements

Client Enablement & Support

- Support client training and platform adoption

- Assist with workflow optimization and best practices

- Resolve issues in coordination with internal teams

 

Qualifications

- 3–7+ years in Account Management, Customer Success, or Client Services

- Experience in SaaS, HCM, global payroll, HR technology strongly preferred

- Proven track record managing and growing B2B client relationships

- Strong relationship management and client communication skills

- Ability to manage multiple accounts in a fast-paced environment

- Commercial acumen with a focus on retention and expansion

- Strong problem-solving and proactive ownership mindset

- Experience with CRM systems (HubSpot preferred)

- Familiarity with payroll, global employment, or HR tech platforms is a plus

- Comfortable working with account data and reporting metrics

- Multilingual - Portuguese, Spanish and English.  Must be fluent in all 3 languages.  

 

Preferred Qualifications

- Experience in high-growth SaaS or startup environments

- Exposure to global payroll or cross-border employment models

- Multilingual capabilities