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 integral 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 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

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📌 Account manager (México)
🏢 Globalli
📍 México