Account Manager

Globalli; Región Centro; On-site; MXN 350,000 - 620,000; Full time

Job summary

Globalli is seeking an Account Manager to manage a portfolio of client accounts within its global payroll and HCM platform. The role focuses on retention, expansion, and value realization by serving as a trusted advisor to clients.

This individual contributor position operates within a playbook-driven framework, with no direct reports, and collaborates cross-functionally with Product, Support, and Sales teams to ensure client success.

Qualifications

• 3–7+ years in Account Management, Customer Success, or Client Services.
• Experience in SaaS, HCM, global payroll, HR technology strongly preferred.
• Multilingual - Portuguese, Spanish and English. Must be fluent in all 3 languages.

Responsibilities

• 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.

Skills

Account Management

Customer Success

Client Services

Relationship Management

Upselling

Multilingual

Tools

HubSpot

Job description

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 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, 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
• Multilingual capabilities