About this role
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