Account Manager

<p>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.</p> <p>This is an individual contributor role with no direct reports, operating within a structured, playbook-driven account management framework.</p> <p><strong>Key Responsibilities</strong></p> <p><strong>&nbsp;</strong></p> <p><strong>Client Relationship Management</strong></p> <ul> <li>Own a portfolio of client accounts as the primary point of contact</li> <li>Build and maintain strong long-term client relationships to drive retention</li> <li>Serve as a trusted advisor on global payroll, EOR, and HR tech solutions</li> <li>Act as the voice of the customer internally across product and operations teams</li> </ul> <p><strong>Account Growth &amp; Retention</strong></p> <ul> <li>Identify and execute upsell and cross-sell opportunities</li> <li>Drive account retention and manage churn risk proactively</li> <li>Develop and execute structured account plans using standardized playbooks</li> <li>Support renewal discussions and commercial continuity</li> </ul> <p><strong>Solution Delivery &amp; Client Success</strong></p> <ul> <li>Understand client workforce and business needs</li> <li>Recommend tailored solutions across payroll, compliance, and EOR services</li> <li>Ensure clients are maximizing value from the Globalli platform</li> <li>Support onboarding continuity and product adoption where needed</li> </ul> <p><strong>Account Performance &amp; Reporting</strong></p> <ul> <li>Track account health, usage, and satisfaction metrics</li> <li>Maintain accurate CRM records (HubSpot or equivalent)</li> <li>Conduct regular business reviews with clients</li> <li>Provide insights on risks, trends, and expansion opportunities</li> </ul> <p><strong>Cross-Functional Collaboration</strong></p> <ul> <li>Partner with Implementation, Product, Support, and Sales teams</li> <li>Coordinate resolution of client issues and escalations</li> <li>Share client feedback to support product and service improvements</li> </ul> <p><strong>Client Enablement &amp; Support</strong></p> <ul> <li>Support client training and platform adoption</li> <li>Assist with workflow optimization and best practices</li> <li>Resolve issues in coordination with internal teams</li> </ul> <p>&nbsp;</p> <p><strong>Qualifications</strong></p> <ul> <li>3–7+ years in Account Management, Customer Success, or Client Services</li> <li>Experience in SaaS, HCM, payroll, EOR, PEO, HR technology strongly preferred</li> <li>Proven track record managing and growing B2B client relationships</li> </ul> <ul> <li>Strong relationship management and client communication skills</li> <li>Ability to manage multiple accounts in a fast-paced environment</li> <li>Commercial acumen with a focus on retention and expansion</li> <li>Strong problem-solving and proactive ownership mindset</li> </ul> <ul> <li>Experience with CRM systems (HubSpot preferred)</li> <li>Familiarity with payroll, global employment, or HR tech platforms is a plus</li> <li>Comfortable working with account data and reporting metrics</li> </ul> <p>&nbsp;</p> <p><strong>Preferred Qualifications</strong></p> <ul> <li>Experience in high-growth SaaS or startup environments</li> <li>Exposure to global payroll, EOR, or cross-border employment models</li> <li>Multilingual capabilities</li> </ul>