Account Manager

The Account Manager will manage a portfolio of clients within Globalli’s global payroll, EOR, 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, EOR, 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, compliance, and EOR 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, payroll, EOR, PEO, 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

Preferred Qualifications

Experience in high-growth SaaS or startup environments

Exposure to global payroll, EOR, or cross-border employment models

Multilingual capabilities