Account Manager

Globalli; Región Centro; Presencial; MXN 350.000 - 550.000; Jornada completa

Descripción de la vacante

Globalli is seeking an Account Manager to oversee a portfolio of clients within its global payroll and HCM platform. You will be the trusted adviser, driving retention, expansion and value realization while coordinating with product and support teams.

This individual contributor role focuses on delivering client success, managing renewals, and using playbooks to guide account plans. Fluency in Portuguese, Spanish and English is highly valued to serve a diverse client base.

Formación

• 3–7+ years in Account Management, Customer Success, or Client Services.
• Experience in SaaS, HCM, global payroll, HR technology strongly preferred.
• Proven track record 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.
• Familiarity with payroll, global employment, or HR tech platforms is a plus.
• Multilingual - Portuguese, Spanish and English. Must be fluent in all 3 languages.

Responsabilidades

• 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.
• 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.
• 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.
• 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.
• Partner with Implementation, Product, Support, and Sales teams.
• Coordinate resolution of client issues and escalations.
• Share client feedback to support product and service improvements.
• Support client training and platform adoption.
• Assist with workflow optimization and best practices.
• Resolve issues in coordination with internal teams.

Conocimientos

Account Management

Customer Success

SaaS

HubSpot

Multilingual - Portuguese, Spanish and

Herramientas

HubSpot

Descripción del empleo

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 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 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