Account Manager

This is a fully remote position, open to applicants in Mexico, +2 more states.

📋 Description

• Manage a portfolio of client accounts as the main point of communication.

• Establish and nurture robust long-term relationships with clients to enhance retention.

• Act as a reliable advisor on global payroll and HR technology solutions.

• Represent the customer’s voice within internal product and operations teams.

• Identify and implement upselling and cross-selling opportunities.

• Proactively drive account retention and manage the risk of churn.

• Develop and implement structured account strategies utilizing standardized playbooks.

• Assist in renewal negotiations and ensure commercial continuity.

• Comprehend client workforce and business requirements.

• Suggest customized solutions for payroll and compliance services.

• Ensure clients are extracting maximum value from the Globalli platform.

• Aid in onboarding continuity and product adoption as necessary.

• Monitor account health, usage, and satisfaction metrics.

• Keep precise CRM records (HubSpot or similar).

• Conduct routine business reviews with clients.

• Provide insights on potential risks, trends, and opportunities for expansion.

• Collaborate with Implementation, Product, Support, and Sales teams.

• Oversee the resolution of client issues and escalations.

• Convey client feedback to facilitate product and service enhancements.

⛳️ Requirements

• 3–7+ years of experience in Account Management, Customer Success, or Client Services.

• Background in SaaS, HCM, global payroll, or HR technology is strongly preferred.

• Demonstrated history of managing and expanding B2B client relationships.

• Excellent relationship management and client communication abilities.

• Capacity to handle multiple accounts in a dynamic environment.

• Commercial insight with a focus on retention and growth.

• Strong problem-solving skills and a proactive ownership attitude.

• Familiarity with CRM systems (HubSpot preferred).

• Knowledge of payroll, global employment, or HR tech platforms is a plus.

• Comfortable working with account data and analyzing reporting metrics.

🏝️ Benefits

• Provide support for client training and platform adoption.

• Assist in optimizing workflows and implementing best practices.

• Resolve issues in collaboration with internal teams.