Account Manager
Location
California
Posted
8 days ago
Salary
0
Seniority
Senior
Job Description
Account Manager
Globalli
• 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 • 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, compliance, and EOR 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
Job Requirements
- 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
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• Manage and maintain relationships with assigned client accounts • Act as the main point of contact for client questions, concerns, renewals, and account updates • Monitor client usage, adoption, and overall account health • Identify at-risk accounts and create action plans to improve engagement • Schedule and lead regular client check-ins, renewal meetings, and quarterly business reviews • Work with clients to understand their goals, challenges, and workflows • Identify opportunities for upsells, additional devices, training, integrations, or expanded usage • Collaborate with Sales, Product, Onboarding, and Support teams to resolve client issues • Track client activity, communication, and next steps in HubSpot • Support renewal conversations and help maintain strong retention rates • Gather client feedback and share insights internally to improve the product and customer experience • Obtain an expert-level understanding of our existing products and develop an understanding of our new products. • Travel to conferences, trade shows, and customers where required.
• Lead, support, and manage a team of 3 Account Manager team members • Build and improve the account management and customer success department as the company grows • Improve processes for QBRs, renewals, upsells, account health tracking, and escalation management • Set team goals, track performance, and hold the team accountable to retention, adoption, renewal, and expansion targets • Coach team members on client communication, difficult conversations, renewal strategy, and upsell opportunities • Own renewal performance across assigned accounts and support the team in renewal conversations • Identify and drive expansion opportunities, including additional devices, integrations, training, services, and expanded usage • Monitor account health and create strategies to reduce churn risk • Manage and maintain strong relationships with key client accounts • Schedule and lead regular client check-ins, renewal meetings, and quarterly business reviews • Track client activity, communication, renewal status, account health, and next steps in HubSpot • Build and improve reporting around adoption, retention, renewals, expansion, and team performance
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