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

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Globalli

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Account Manager

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