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 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

📌 Account Manager (Mérida)
🏢 Globalli
📍 Mérida