CPT Client Relationship Manager Jobs
Client Relationship Manager roles on CPT give F-1 students hands-on experience in account management, client communication, and business development, work that DSOs typically authorize when your program includes a business, marketing, or communications curriculum component. Your CPT authorization must list the specific employer and role, so each position requires a separate DSO approval.
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Get Access To All JobsAbout Luma Financial Technologies
Founded in 2018, Luma Financial Technologies (“Luma”) has pioneered a cutting-edge fintech software platform that has been adopted by broker/dealer firms, RIA offices, and private banks around the world. By using Luma, institutional and retail investors have a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently learn about, research, purchase, and manage alternative investments as well as annuities. Luma gives these users the ability to oversee the full, end-to-end process lifecycle by offering a suite of solutions. These include education resources and training materials; creation and pricing of custom structured products; electronic order entry; and post-trade management. By prioritizing transparency and ease of use, Luma is a multi-issuer, multi-wholesaler, and multi-product option that advisors can utilize to best meet their clients’ specific portfolio needs. Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Miami, FL, Zurich, Switzerland and Lisbon, Portugal.
About The Role
As a Customer Success Analyst (CSA), you will play a key supporting role in helping our clients realize the value of our platform. The primary responsibility of this role is to ensure client success, adoption, and value realization directly to advisors affiliated with our enterprise clients. Luma has evolved into a multi-solution (SKU) platform, where our CSAs will provide support across all SKUs. Working closely with the Customer Success Manager and cross-functional teams, you will assist with onboarding, training, and day-to-day customer requests to ensure a seamless and positive client experience. This role is ideal for someone who is detail-oriented, proactive, and passionate about helping customers succeed. You’ll help champion Luma’s value throughout the client journey—from onboarding and implementation to ongoing engagement—ensuring clients feel supported every step of the way.
Advisor Support & Task Execution
- Serve as a frontline contact for customer (Advisor) inquiries via email, calls, or support channels, ensuring prompt and accurate responses.
- Triage incoming issues and work with internal teams to ensure resolution, escalating more complex items to the CSM or appropriate team.
- Maintain detailed records of customer interactions and ensure support tickets are tracked and closed efficiently while meeting SLAs.
- Support platform troubleshooting, including login issues, navigation help, and feature-related questions.
Advisor Onboarding & Implementation Support
- Coordinate setup tasks for new clients, including account configuration, data entry, and internal checklist management.
- Support the CSM during onboarding calls and training sessions by documenting client goals and tracking follow-ups.
- Prepare onboarding materials and assist with delivering platform walkthroughs and support documentation.
- Ensure timely completion of onboarding milestones and escalate delays or issues to the CSM.
Advisor Engagement & Insights
- Monitor customer usage and engagement metrics to identify accounts that may need attention and reengagement.
- Support the creation of periodic client summaries and usage reports to guide business reviews.
- Assist in preparing Net Promoter Score (“NPS”), Customer Satisfaction (“CSAT”), or onboarding feedback surveys, compiling results, and providing key trends.
- Document FAQs, help center content, and support guides based on recurring client inquiries, to build our Knowledge Base.
Internal Coordination & Process Improvement
- Collaborate with Product, Support, and Sales teams to support customer requests and project timelines.
- Help identify process inefficiencies in onboarding and support workflows and suggest improvements.
- Support CSM with CRM updates, meeting prep, and internal reporting dashboards.
What Success Looks Like
Customer Satisfaction & Responsiveness:
- Customer Satisfaction Score (CSAT): Target satisfaction score of 90, post-engagement on customer surveys to gather actionable feedback.
- Net Promoter Score (NPS): Target satisfaction score of 90 rate post-engagement on customer surveys to gather actionable feedback.
- Onboarding: Support a seamless onboarding experience with 100% checklist completion within target timelines.
Support & Issue Resolution
- First Contact Resolution: > 75% of issues resolved in the first touch
- Time to Resolution: < 2 business days average; < 1 day for critical issues
- First Response Time: < 4 hours for 95% of advisor support requests
- First Response Time: Respond to customer inquiries within SLA (e.g., 1 business day) with accuracy and professionalism.
- Reopened Tickets: < 10% of total tickets should be reopened or follow-ups on the same issue.
- Backlog Aging (Open > 7 days): < 5% of open cases remain unresolved after 7 business days
- Ticket/Case Resolution per CSA: 20-90 advisor cases or requests resolved weekly (depends on complexity of product)
Platform Support
- Knowledge Base Contribution: 1+ article/update per CSA per month to improve enablement or reduce support friction
- Data Capture: Ensure client data is entered accurately and updated in a timely manner across CRM and support systems (e.g. Jira).
- Client Escalation: Proactively flag customer risks to Customer Success Manager (CSM) and/or Company Relationship Manager (RM) before issues escalate.
Operational Efficiency & Impact
- Turn around client requests and tasks with consistent timeliness (e.g., 95% of tasks completed within SLA).
- Reduce average ticket handling time through improved internal processes and documentation.
- Assist in maintaining or improving onboarding time to value for new customers.
Qualifications
- 1-2 years of experience in a client-facing or operations role, ideally in SaaS or financial services.
- Strong organizational skills and attention to detail, with the ability to manage multiple requests at once.
- Excellent written and verbal communication skills.
- Customer-first mindset with a desire to solve problems and provide a great experience.
- Basic understanding of CRMs or support platforms (e.g., Salesforce, Zendesk, HubSpot) preferred.
- Ability to work well in a fast-paced, collaborative team environment.
The Pay Range For This Role Is
65,000 - 75,000 USD per year (Cincinnati)
About Luma Financial Technologies
Founded in 2018, Luma Financial Technologies (“Luma”) has pioneered a cutting-edge fintech software platform that has been adopted by broker/dealer firms, RIA offices, and private banks around the world. By using Luma, institutional and retail investors have a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently learn about, research, purchase, and manage alternative investments as well as annuities. Luma gives these users the ability to oversee the full, end-to-end process lifecycle by offering a suite of solutions. These include education resources and training materials; creation and pricing of custom structured products; electronic order entry; and post-trade management. By prioritizing transparency and ease of use, Luma is a multi-issuer, multi-wholesaler, and multi-product option that advisors can utilize to best meet their clients’ specific portfolio needs. Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Miami, FL, Zurich, Switzerland and Lisbon, Portugal.
About The Role
As a Customer Success Analyst (CSA), you will play a key supporting role in helping our clients realize the value of our platform. The primary responsibility of this role is to ensure client success, adoption, and value realization directly to advisors affiliated with our enterprise clients. Luma has evolved into a multi-solution (SKU) platform, where our CSAs will provide support across all SKUs. Working closely with the Customer Success Manager and cross-functional teams, you will assist with onboarding, training, and day-to-day customer requests to ensure a seamless and positive client experience. This role is ideal for someone who is detail-oriented, proactive, and passionate about helping customers succeed. You’ll help champion Luma’s value throughout the client journey—from onboarding and implementation to ongoing engagement—ensuring clients feel supported every step of the way.
Advisor Support & Task Execution
- Serve as a frontline contact for customer (Advisor) inquiries via email, calls, or support channels, ensuring prompt and accurate responses.
- Triage incoming issues and work with internal teams to ensure resolution, escalating more complex items to the CSM or appropriate team.
- Maintain detailed records of customer interactions and ensure support tickets are tracked and closed efficiently while meeting SLAs.
- Support platform troubleshooting, including login issues, navigation help, and feature-related questions.
Advisor Onboarding & Implementation Support
- Coordinate setup tasks for new clients, including account configuration, data entry, and internal checklist management.
- Support the CSM during onboarding calls and training sessions by documenting client goals and tracking follow-ups.
- Prepare onboarding materials and assist with delivering platform walkthroughs and support documentation.
- Ensure timely completion of onboarding milestones and escalate delays or issues to the CSM.
Advisor Engagement & Insights
- Monitor customer usage and engagement metrics to identify accounts that may need attention and reengagement.
- Support the creation of periodic client summaries and usage reports to guide business reviews.
- Assist in preparing Net Promoter Score (“NPS”), Customer Satisfaction (“CSAT”), or onboarding feedback surveys, compiling results, and providing key trends.
- Document FAQs, help center content, and support guides based on recurring client inquiries, to build our Knowledge Base.
Internal Coordination & Process Improvement
- Collaborate with Product, Support, and Sales teams to support customer requests and project timelines.
- Help identify process inefficiencies in onboarding and support workflows and suggest improvements.
- Support CSM with CRM updates, meeting prep, and internal reporting dashboards.
What Success Looks Like
Customer Satisfaction & Responsiveness:
- Customer Satisfaction Score (CSAT): Target satisfaction score of 90, post-engagement on customer surveys to gather actionable feedback.
- Net Promoter Score (NPS): Target satisfaction score of 90 rate post-engagement on customer surveys to gather actionable feedback.
- Onboarding: Support a seamless onboarding experience with 100% checklist completion within target timelines.
Support & Issue Resolution
- First Contact Resolution: > 75% of issues resolved in the first touch
- Time to Resolution: < 2 business days average; < 1 day for critical issues
- First Response Time: < 4 hours for 95% of advisor support requests
- First Response Time: Respond to customer inquiries within SLA (e.g., 1 business day) with accuracy and professionalism.
- Reopened Tickets: < 10% of total tickets should be reopened or follow-ups on the same issue.
- Backlog Aging (Open > 7 days): < 5% of open cases remain unresolved after 7 business days
- Ticket/Case Resolution per CSA: 20-90 advisor cases or requests resolved weekly (depends on complexity of product)
Platform Support
- Knowledge Base Contribution: 1+ article/update per CSA per month to improve enablement or reduce support friction
- Data Capture: Ensure client data is entered accurately and updated in a timely manner across CRM and support systems (e.g. Jira).
- Client Escalation: Proactively flag customer risks to Customer Success Manager (CSM) and/or Company Relationship Manager (RM) before issues escalate.
Operational Efficiency & Impact
- Turn around client requests and tasks with consistent timeliness (e.g., 95% of tasks completed within SLA).
- Reduce average ticket handling time through improved internal processes and documentation.
- Assist in maintaining or improving onboarding time to value for new customers.
Qualifications
- 1-2 years of experience in a client-facing or operations role, ideally in SaaS or financial services.
- Strong organizational skills and attention to detail, with the ability to manage multiple requests at once.
- Excellent written and verbal communication skills.
- Customer-first mindset with a desire to solve problems and provide a great experience.
- Basic understanding of CRMs or support platforms (e.g., Salesforce, Zendesk, HubSpot) preferred.
- Ability to work well in a fast-paced, collaborative team environment.
The Pay Range For This Role Is
65,000 - 75,000 USD per year (Cincinnati)
See all CPT Client Relationship Manager Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new CPT Client Relationship Manager Jobs.
Get Access To All JobsClient Relationship Manager CPT: Frequently Asked Questions
Does a Client Relationship Manager role qualify for CPT authorization?
Yes, if the role directly relates to your degree program. A Client Relationship Manager position typically qualifies for students in business, marketing, communications, or management programs because the duties, account strategy, client retention, cross-functional coordination, align with core curriculum objectives. Your DSO makes the final determination based on your specific program requirements and the employer's job description.
Can I do CPT for a Client Relationship Manager role at a startup or small firm?
Yes, employer size doesn't affect CPT eligibility. Any business can serve as a CPT employer as long as the work is integral to your curriculum and your DSO authorizes the specific position. Smaller firms often offer broader responsibilities, which can make it easier to document the curriculum connection your DSO needs to approve the authorization.
How do I find Client Relationship Manager roles where employers understand F-1 CPT?
Many employers post Client Relationship Manager roles without specifying visa authorization requirements upfront. Migrate Mate surfaces companies with active sponsorship history, which signals familiarity with nonimmigrant work authorization, including CPT. When reaching out, frame CPT clearly: you have U.S. work authorization for the specific employer and role, authorized by your school.
Does full-time CPT affect my OPT eligibility after graduation?
Yes. Using 12 months or more of full-time CPT eliminates your OPT eligibility entirely, per USCIS regulations. Part-time CPT, even for extended periods, does not count against OPT. If you're planning to use post-graduation OPT for a Client Relationship Manager role or future H-1B visa sponsorship, track your cumulative full-time CPT usage carefully before accepting a full-time CPT position.
What happens to my CPT authorization if my Client Relationship Manager role changes significantly?
A material change in duties, employer location, or employment dates requires a new CPT authorization and an updated I-20 from your DSO. Working under outdated CPT authorization, for example, if your role shifts from client support to a primarily sales function not reflected in your original authorization, creates an unauthorized employment issue. Notify your DSO promptly when job responsibilities change.