客户经理
Account Manager
负责管理Globalli全球薪资、EOR及HCM平台的客户组合。该职位通过作为客户的可信顾问，确保平台的成功采用和持续价值，从而推动客户留存、增长和满意度。
这是一个无直接下属的个人贡献者角色，在结构化、基于手册的客户管理框架内运作。
关键职责
客户关系管理
- 作为主要联系人负责一定数量的客户账户
- 建立并维护长期的客户关系以提高留存率
- 为客户提供全球薪资、EOR及人力资源科技解决方案的建议
- 在产品和运营团队内部传达客户的声音
客户增长与留存
- 识别并执行升级销售和交叉销售机会
- 主动推动客户留存并管理流失风险
- 使用标准化手册制定并执行结构化的客户计划
- 支持续约讨论和商业连续性
解决方案交付与客户成功
- 了解客户员工和业务需求
- 推荐涵盖薪资、合规和EOR服务的定制解决方案
- 确保客户从Globalli平台中获得最大价值
- 在需要时支持入职流程和产品采用
客户绩效与报告
- 跟踪客户健康状况、使用情况和满意度指标
- 维护准确的CRM记录（HubSpot或同等系统）
- 定期与客户进行业务回顾
- 提供关于风险、趋势和增长机会的见解
跨职能协作
- 与实施、产品、支持和销售团队合作
- 协调解决客户问题和升级事项
- 分享客户反馈以支持产品和服务改进
客户赋能与支持
- 支持客户培训和平台采用
- 协助工作流程优化和最佳实践
- 在内部团队协调下解决相关问题
任职要求
- 3–7年以上客户经理、客户成功或客户服务经验
- 具有SaaS、HCM、薪资、EOR、PEO、人力资源科技经验者优先
- 有成功管理和拓展B2B客户关系的业绩记录
- 强大的关系管理与客户沟通能力
- 能够在快节奏环境中管理多个客户账户
- 具备商业敏锐度，注重留存和增长
查看英文原文
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
Originally posted on Himalayas