E-3 Visa Customer Success Analyst Jobs
Customer Success Analyst roles qualify for E-3 visa sponsorship when they require a bachelor's degree in a relevant field like business, communications, or information systems. The E-3 has no lottery and no annual cap, so you can start the application process as soon as you have a job offer from a U.S. employer.
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Fundamental Equity takes an active approach to investing by aiming to identify companies that they believe will create long-term value. The approach is based on understanding and anticipating change through forward-looking, company-specific research. Fundamental Equity is seeking to add a highly motivated professional to its Client Portfolio Management team. Client Portfolio Management (CPM) is responsible for communicating investment philosophy, process, product positioning and current market trends to clients and each of the firm’s key distribution channels globally. The Client Portfolio Manager will work with senior professionals on the Fundamental Equity team and throughout the organization to drive product initiatives, sales, and demand for Fundamental Equity products across Institutional and Retail clients.
Key Responsibilities:
- Serve as a product management generalist across the Fundamental Equity platform
- Development and maintenance of proprietary product profiles, pitch books and other marketing materials focused on Fundamental Equity services, products and portfolio performance
- Learn and communicate the Fundamental Equity Teams’ investment philosophy, process, product positioning and current market trends to internal and external clients
- Formulate and express investment views, field client questions on managers and fund investments, and outline investment thesis and market outlook
- Prepare monthly and quarterly reports for clients and internal reporting across distribution channels
- Coordinate communication and platform wide updates with internal sales and distribution channels (Private Wealth Management, Third Party Distribution, Institutional Sales) regarding managers and Funds
- Develop knowledge of industry trends, competitive landscape, and investment teams capabilities to facilitate improved client experience
- Assist with the completion of Requests for Proposals and other ad hoc projects for senior leadership
Qualifications
- 1+ years of experience in Equity Research, Investment Management, Product Management, Client Portfolio Management or Sales/Marketing with a focus on Equities, or any Equity related background
- Strong analytical and interpersonal skills
- Excellent communication skills, both written and verbal
- Must be detail oriented, motivated, and hard working
- Knowledge and understanding of Microsoft Office tools (Word, Excel, Power Point) is highly preferred
- FactSet and/or Bloomberg experience is a plus
We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Opportunity Overview
CORPORATE TITLE
Associate
OFFICE LOCATION(S)
Salt Lake City
JOB FUNCTION
Internal Product Specialists
DIVISION
Asset & Wealth Management
Role Overview
Fundamental Equity takes an active approach to investing by aiming to identify companies that they believe will create long-term value. The approach is based on understanding and anticipating change through forward-looking, company-specific research. Fundamental Equity is seeking to add a highly motivated professional to its Client Portfolio Management team. Client Portfolio Management (CPM) is responsible for communicating investment philosophy, process, product positioning and current market trends to clients and each of the firm’s key distribution channels globally. The Client Portfolio Manager will work with senior professionals on the Fundamental Equity team and throughout the organization to drive product initiatives, sales, and demand for Fundamental Equity products across Institutional and Retail clients.
Key Responsibilities:
- Serve as a product management generalist across the Fundamental Equity platform
- Development and maintenance of proprietary product profiles, pitch books and other marketing materials focused on Fundamental Equity services, products and portfolio performance
- Learn and communicate the Fundamental Equity Teams’ investment philosophy, process, product positioning and current market trends to internal and external clients
- Formulate and express investment views, field client questions on managers and fund investments, and outline investment thesis and market outlook
- Prepare monthly and quarterly reports for clients and internal reporting across distribution channels
- Coordinate communication and platform wide updates with internal sales and distribution channels (Private Wealth Management, Third Party Distribution, Institutional Sales) regarding managers and Funds
- Develop knowledge of industry trends, competitive landscape, and investment teams capabilities to facilitate improved client experience
- Assist with the completion of Requests for Proposals and other ad hoc projects for senior leadership
Qualifications
- 1+ years of experience in Equity Research, Investment Management, Product Management, Client Portfolio Management or Sales/Marketing with a focus on Equities, or any Equity related background
- Strong analytical and interpersonal skills
- Excellent communication skills, both written and verbal
- Must be detail oriented, motivated, and hard working
- Knowledge and understanding of Microsoft Office tools (Word, Excel, Power Point) is highly preferred
- FactSet and/or Bloomberg experience is a plus
We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Opportunity Overview
CORPORATE TITLE
Associate
OFFICE LOCATION(S)
Salt Lake City
JOB FUNCTION
Internal Product Specialists
DIVISION
Asset & Wealth Management
See all 329+ Customer Success Analyst jobs
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Get Access To All JobsTips for Finding E-3 Visa Sponsorship as a Customer Success Analyst
Frame your degree field precisely
Customer success roles get scrutinized at the LCA stage when the degree field feels generic. A business analytics, information systems, or communications degree ties more cleanly to the specialty occupation requirement than a broad arts qualification.
Target SaaS companies with established HR teams
B2B SaaS employers hire customer success analysts at scale and typically have HR or legal teams already familiar with E-3 sponsorship. Smaller startups may want to sponsor but lack the internal process to execute it quickly.
Use Migrate Mate's E-3 filing service for LCA and paperwork
Once you have an offer, the LCA must be certified by DOL before your consulate appointment. Migrate Mate's E-3 filing service manages the entire process from offer to consulate appointment, so filing errors don't delay your start date.
Align your interview availability with consulate wait times
Sydney, Melbourne, and Perth consulates each have different appointment backlogs. Confirm current wait times before you and your employer agree on a start date so the timeline in your offer letter is actually achievable.
Document customer success metrics in your employment records
USCIS and DOL look for evidence the role requires a degree, not just experience. Performance records, KPI reports, or renewal letters that describe analytical responsibilities strengthen your specialty occupation case at each renewal.
Customer Success Analyst jobs are hiring across the US. Find yours.
Find Customer Success Analyst JobsCustomer Success Analyst E-3 Visa: Frequently Asked Questions
How do I find Customer Success Analyst jobs with E-3 visa sponsorship?
Migrate Mate is built specifically for Australian professionals searching for E-3-eligible roles in the U.S. You can filter by job title and visa type to surface employers who are already open to sponsorship. Because the E-3 requires no lottery, many employers who declined H-1B candidates will sponsor an E-3 if you explain the distinction clearly.
How much does it cost to get an E-3 visa?
Migrate Mate's E-3 filing service covers the entire process for $499, including the Labor Condition Application, visa document preparation, and consulate appointment guidance. Traditional immigration lawyers charge $2,000–$5,000+ for the same work. The E-3 has less paperwork than most work visas, so paying thousands for legal help is usually unnecessary.
Does a Customer Success Analyst role qualify as a specialty occupation for the E-3?
Yes, provided the position normally requires a bachelor's degree or higher in a specific field such as business administration, information systems, or communications. Job listings that describe the degree as 'preferred' rather than 'required' can create problems at the LCA stage, so confirm the employer will list it as a minimum requirement in the job description before you proceed.
How does the E-3 compare to the H-1B for Customer Success Analyst roles?
The E-3 has a 10,500-per-year allocation that has never been fully used, so there's no lottery and no random selection. The H-1B is capped at 85,000 and oversubscribed, meaning most applicants are rejected by lottery regardless of qualifications. For Australian citizens in customer success roles, the E-3 is the faster, more reliable path to U.S. employment authorization.
Can I switch Customer Success Analyst employers while on an E-3?
Yes, but each new employer must file a fresh LCA with DOL before you begin work. There's no portability rule like the one that exists for H-1B holders, so you can't start the new role while paperwork is pending. Build enough lead time into your resignation and transition to avoid an unauthorized work gap between positions.
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