CPT Customer Success Analyst Jobs
Customer Success Analyst roles sit at the intersection of data analysis and client relationship management, making them a strong CPT fit for business, information systems, or data analytics programs. Your DSO must confirm the role directly supports your enrolled curriculum before you start. Most full-time CPT positions run 40 hours per week and require a signed offer letter.
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Get Access To All JobsINTRODUCTION
This a great opportunity to gain experience in the sales and relationship management process at State Street, understand our business procedures, learn about the segments we sell into and support, and be a part of the Americas, APAC and EMEA team responsible for revenue growth at State Street. Our department offers the unique blend of a boutique sized, high energy team within a large, global, financial services industry leader. As the Business Analyst Co-op, you will be part of both the Sales and Relationship Management teams, giving you a glimpse into our organization from a profitability standpoint. You will be able to see deals from prospecting to contacting and get a full understanding of how State Street (STT) interacts and solutions with clients. You will work alongside sales and relationship management teams as they prepare bids, proposals and presentations. This Co-Op also provides an excellent foundation to anyone who is interested in learning how a client-facing organization operates. State Street is a great place to gain experience and broaden your knowledge of what full-service custodians offer to clients.
This role will be a combination of routine responsibilities and longer-term projects, which will vary with each co-op.
PRIMARY RESPONSIBILITIES
Manage various projects at the same time and be able to report on the status of each of them when needed.
Projects can be global in scope and may involve:
- Technology/demos
- Presentation materials for client meetings
- Summaries and executive reports on prospects and competitors
- Marketing, product research, monitoring competitive firms and their products, etc.
- Risk and compliance initiatives
- Internal and external events
- Analyze processes, work with subject matter experts, draft edits or create new procedural documents and work with management team to finalize and roll the out to the teams
Analyze and load data to our systems in an accurate and time efficient way – leveraging tools in Excel such as V-Lookup, Index/Match, Pivot Tables.
Work directly with salespeople on pricing, revenue and deal analysis.
Exposure to Salesforce on a daily basis (Create and update account information, business analysis that will help support executives’ decision making).
Exposure to Prequin on a daily basis (Access market and account information, business analysis that will help identify growth names, asset classes and geographies).
Participate in the hiring of new co-ops including evaluation of resumes, interviews, training, creating procedures and guideline documents, creation of video training series, and more.
Produce a weekly pipeline on Global Alt and Private Market deals.
BASIC QUALIFICATIONS
- Strong research and organizational skills
- Strong interpersonal skills to work with various cross-division teams
- Able to take ownership and initiative of various projects at any given time and monitor status of each one
- Interest in learning about the industry, sales process, sales enablement, and client relationships at State Street
- Proficiency with the Microsoft Office Suite – strong Excel skills (formulas, pivot tables, data visualization) and familiarity with PowerPoint
- Ability to analyze and manage large data sets
- Familiarity with Salesforce and creating reports and dashboards will be helpful
- Willingness to learn new technologies and systems for project work
- Excellent time management and flexibility with daily tasks
- Attention to detail
Education
Currently enrolled in Bachelors in Finance, Economics, liberal arts
ABOUT STATE STREET
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
SALARY RANGE
$41,600 - $65,000 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
JOB APPLICATION DISCLOSURE
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
INTRODUCTION
This a great opportunity to gain experience in the sales and relationship management process at State Street, understand our business procedures, learn about the segments we sell into and support, and be a part of the Americas, APAC and EMEA team responsible for revenue growth at State Street. Our department offers the unique blend of a boutique sized, high energy team within a large, global, financial services industry leader. As the Business Analyst Co-op, you will be part of both the Sales and Relationship Management teams, giving you a glimpse into our organization from a profitability standpoint. You will be able to see deals from prospecting to contacting and get a full understanding of how State Street (STT) interacts and solutions with clients. You will work alongside sales and relationship management teams as they prepare bids, proposals and presentations. This Co-Op also provides an excellent foundation to anyone who is interested in learning how a client-facing organization operates. State Street is a great place to gain experience and broaden your knowledge of what full-service custodians offer to clients.
This role will be a combination of routine responsibilities and longer-term projects, which will vary with each co-op.
PRIMARY RESPONSIBILITIES
Manage various projects at the same time and be able to report on the status of each of them when needed.
Projects can be global in scope and may involve:
- Technology/demos
- Presentation materials for client meetings
- Summaries and executive reports on prospects and competitors
- Marketing, product research, monitoring competitive firms and their products, etc.
- Risk and compliance initiatives
- Internal and external events
- Analyze processes, work with subject matter experts, draft edits or create new procedural documents and work with management team to finalize and roll the out to the teams
Analyze and load data to our systems in an accurate and time efficient way – leveraging tools in Excel such as V-Lookup, Index/Match, Pivot Tables.
Work directly with salespeople on pricing, revenue and deal analysis.
Exposure to Salesforce on a daily basis (Create and update account information, business analysis that will help support executives’ decision making).
Exposure to Prequin on a daily basis (Access market and account information, business analysis that will help identify growth names, asset classes and geographies).
Participate in the hiring of new co-ops including evaluation of resumes, interviews, training, creating procedures and guideline documents, creation of video training series, and more.
Produce a weekly pipeline on Global Alt and Private Market deals.
BASIC QUALIFICATIONS
- Strong research and organizational skills
- Strong interpersonal skills to work with various cross-division teams
- Able to take ownership and initiative of various projects at any given time and monitor status of each one
- Interest in learning about the industry, sales process, sales enablement, and client relationships at State Street
- Proficiency with the Microsoft Office Suite – strong Excel skills (formulas, pivot tables, data visualization) and familiarity with PowerPoint
- Ability to analyze and manage large data sets
- Familiarity with Salesforce and creating reports and dashboards will be helpful
- Willingness to learn new technologies and systems for project work
- Excellent time management and flexibility with daily tasks
- Attention to detail
Education
Currently enrolled in Bachelors in Finance, Economics, liberal arts
ABOUT STATE STREET
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
SALARY RANGE
$41,600 - $65,000 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
JOB APPLICATION DISCLOSURE
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
See all CPT Customer Success Analyst Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new CPT Customer Success Analyst Jobs.
Get Access To All JobsCustomer Success Analyst CPT: Frequently Asked Questions
Does a Customer Success Analyst role qualify for CPT?
It qualifies if the role directly relates to your enrolled program. Business administration, information systems, data analytics, and marketing programs typically align well with Customer Success Analyst duties like data reporting, CRM management, and client account analysis. Your DSO makes the final determination, so bring a copy of the job description and course syllabi that demonstrate the connection.
Can I work full-time as a Customer Success Analyst on CPT?
You can work full-time, but 12 or more months of full-time CPT eliminates your OPT eligibility entirely under USCIS regulations. Many students on semester-based CPT keep hours under the full-time threshold specifically to preserve OPT. If the role requires 40 hours per week, calculate your cumulative full-time CPT months before accepting.
What documents does my employer need to authorize CPT?
The employer doesn't file anything with USCIS for CPT. Your school handles authorization through the I-20 endorsement. What employers typically need from you is the CPT-endorsed I-20 and your EAD if one is issued. The employer should also be enrolled in E-Verify if you plan to use STEM OPT after graduation.
How do I find Customer Success Analyst employers who understand CPT?
Migrate Mate lets you filter Customer Success Analyst roles by employers who have sponsored F-1 work authorization before. That filing history signals familiarity with CPT and OPT processes, which reduces the back-and-forth with HR departments encountering F-1 authorization for the first time.
What happens to my CPT if my Customer Success Analyst internship extends beyond the semester?
CPT authorization is tied to a specific employer, start date, and end date on your I-20. If the role extends, your DSO must issue a new I-20 endorsement covering the updated period before you continue working. Working past your authorized CPT end date is an unauthorized employment violation, so request the extension before the original authorization expires.