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