The Account Manager will manage a portfolio of clients within Globalli’s general 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 metricsMaintain 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 coordinat

📌 Account Manager (Guerrero)
🏢 Globalli
📍 Guerrero