Green Card Client Success Manager Jobs
Client Success Manager roles qualify for EB-2 or EB-3 green card sponsorship when the position requires a bachelor's degree in business, communications, or a related field. Employers file a PERM labor certification with DOL before sponsoring you, documenting that no qualified U.S. worker is available for the role.
Find Green Card Client Success Manager JobsOverview
Showing 5 of 555+ Client Success Manager jobs
See all 555+ Client Success Manager Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Success Manager roles.
Get Access To All JobsOverview
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description
Baker Tilly's NetSuite Solutions practice is one of the fastest-growing technology consulting groups in the firm. As an Oracle NetSuite partner operating under a Transaction Management Agreement (TMA), we sell both the NetSuite license and the implementation services that surround it, giving us a complete, differentiated offering in the mid-market ERP space.
We are seeking a Senior Associate of Client Success to join our experienced NetSuite Practice Client Success team within Baker Tilly's Professional Sales Organization (PSO). Leveraging the resources, tools, and expertise of the PSO, this role will collaborate closely with Client Success and NetSuite Practice colleagues to advance shared sales, client success, and growth objectives. The NetSuite Practice is part of Baker Tilly's Digital Advisory Services group.
This individual will be responsible for cultivating strong client relationships, supporting revenue growth within assigned accounts, coordinating cross-functional engagement, and contributing to continuous improvement across client success and sales operations processes.
Responsibilities
Client Relationship Management
- Develop and maintain trusted client relationships through intentional, scheduled engagement aligned with client tiering and business priorities.
- Assess client needs, communicate Baker Tilly's value proposition, solicit feedback, and connect clients with appropriate internal contacts and solution teams.
- Serve as a client liaison for escalated matters, coordinating with sales, service, product, PMO, consulting, and development teams to support a high-quality client experience.
- Build credibility with executive stakeholders, including CFOs, controllers, COOs, and IT leaders involved in ERP decisions.
- Promote high levels of client retention, reference ability, and client advocacy, including the development of client success stories where appropriate.
- Monitor assigned accounts for reference ability, support client satisfaction surveys, and track and help resolve support cases requiring escalation.
Revenue Growth & Account Strategy
- Develop and execute account strategies to expand recurring product revenue within assigned Baker Tilly client relationships.
- Identify, qualify, and scope client needs for NetSuite, Baker Tilly Subscription Billing, and complementary third-party software solutions.
- Identify and scope opportunities for Baker Tilly professional services, including managed services, consulting, and development support.
- Ensure renewal and upsell license transactions are processed accurately and in a timely manner.
- Serve as a pre-sales resource for clients, new leads, and prospects, as appropriate.
Communications, Marketing & Events
- Partner with sales and marketing to support client communications, newsletters, email campaigns, outreach, webinars, SuiteWorld participation, and other client-facing events.
- Collaborate with marketing to connect clients with co-branding opportunities, testimonials, case studies, and approved company marketing initiatives.
Data Integrity & Process Discipline
- Maintain complete and accurate account, contact, opportunity, activity, task, license, sales order, and customer tier data in Salesforce and other PSO-supported systems.
- Adhere to transaction processes, conduct audits of customer, contact, license, and tier records, and identify opportunities to improve internal workflows.
- Ensure activity, opportunity, and forecast data remain accurate, current, and aligned with pipeline reporting expectations.
- Effectively use Baker Tilly and PSO-supported sales and client engagement resources, including Salesforce, HighSpot, ZoomInfo, and other supported platforms.
- Support follow-up on escalated accounts receivable matters related to aging invoices and complete timely activity tracking and time entry.
Forecasting, Reporting & AI-Enabled Selling
- Provide clear, supportable commit and upside forecasts to assist practice leadership with planning, staffing, and hiring decisions.
- Use and contribute to the improvement of AI-enabled business development tools, including prospect research, scoring, outreach sequencing, and proposal generation capabilities.
- Provide reporting on metrics and key performance indicators for assigned clients, including:
- Business reviews completed in alignment with client tier categorization.
- Services project activity.
- Support services engagement, including on-demand support, optimization services, and premier support services.
- License revenue associated with assigned clients.
- Client renewal and retention rates.
- Product license upsell activity by client.
- Client satisfaction and engagement quality.
- Third-party partner engagement and related recurring or commission revenue.
Qualifications
- Bachelor's degree in a relevant field and at least 3 years of related professional experience.
- Experience in technology or management consulting, customer success, IT engagement management, IT program management, or IT sales leadership.
- Experience managing client and stakeholder relationships at the executive level.
- Proven ability to guide clients through technology-related scoping, sales, and service delivery cycles.
- Experience with NetSuite, ERP platforms, Salesforce CRM, software renewals, and related business applications.
- Strong organizational, analytical, and detail-oriented capabilities.
- Ability to manage multiple priorities and detailed processes in a fast-paced environment.
- Excellent verbal, written, and presentation skills.
- Demonstrated ability to influence action and build consensus to achieve objectives.
- Ability to work effectively in remote, in-office, and hybrid environments, with occasional travel as needed.
- Ability to collaborate effectively with distributed teams.
The national pay rate range for this job position is $83,820 to $127,120. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.
The pay rate in CA is: $85,000 to $112,460
Overview
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description
Baker Tilly's NetSuite Solutions practice is one of the fastest-growing technology consulting groups in the firm. As an Oracle NetSuite partner operating under a Transaction Management Agreement (TMA), we sell both the NetSuite license and the implementation services that surround it, giving us a complete, differentiated offering in the mid-market ERP space.
We are seeking a Senior Associate of Client Success to join our experienced NetSuite Practice Client Success team within Baker Tilly's Professional Sales Organization (PSO). Leveraging the resources, tools, and expertise of the PSO, this role will collaborate closely with Client Success and NetSuite Practice colleagues to advance shared sales, client success, and growth objectives. The NetSuite Practice is part of Baker Tilly's Digital Advisory Services group.
This individual will be responsible for cultivating strong client relationships, supporting revenue growth within assigned accounts, coordinating cross-functional engagement, and contributing to continuous improvement across client success and sales operations processes.
Responsibilities
Client Relationship Management
- Develop and maintain trusted client relationships through intentional, scheduled engagement aligned with client tiering and business priorities.
- Assess client needs, communicate Baker Tilly's value proposition, solicit feedback, and connect clients with appropriate internal contacts and solution teams.
- Serve as a client liaison for escalated matters, coordinating with sales, service, product, PMO, consulting, and development teams to support a high-quality client experience.
- Build credibility with executive stakeholders, including CFOs, controllers, COOs, and IT leaders involved in ERP decisions.
- Promote high levels of client retention, reference ability, and client advocacy, including the development of client success stories where appropriate.
- Monitor assigned accounts for reference ability, support client satisfaction surveys, and track and help resolve support cases requiring escalation.
Revenue Growth & Account Strategy
- Develop and execute account strategies to expand recurring product revenue within assigned Baker Tilly client relationships.
- Identify, qualify, and scope client needs for NetSuite, Baker Tilly Subscription Billing, and complementary third-party software solutions.
- Identify and scope opportunities for Baker Tilly professional services, including managed services, consulting, and development support.
- Ensure renewal and upsell license transactions are processed accurately and in a timely manner.
- Serve as a pre-sales resource for clients, new leads, and prospects, as appropriate.
Communications, Marketing & Events
- Partner with sales and marketing to support client communications, newsletters, email campaigns, outreach, webinars, SuiteWorld participation, and other client-facing events.
- Collaborate with marketing to connect clients with co-branding opportunities, testimonials, case studies, and approved company marketing initiatives.
Data Integrity & Process Discipline
- Maintain complete and accurate account, contact, opportunity, activity, task, license, sales order, and customer tier data in Salesforce and other PSO-supported systems.
- Adhere to transaction processes, conduct audits of customer, contact, license, and tier records, and identify opportunities to improve internal workflows.
- Ensure activity, opportunity, and forecast data remain accurate, current, and aligned with pipeline reporting expectations.
- Effectively use Baker Tilly and PSO-supported sales and client engagement resources, including Salesforce, HighSpot, ZoomInfo, and other supported platforms.
- Support follow-up on escalated accounts receivable matters related to aging invoices and complete timely activity tracking and time entry.
Forecasting, Reporting & AI-Enabled Selling
- Provide clear, supportable commit and upside forecasts to assist practice leadership with planning, staffing, and hiring decisions.
- Use and contribute to the improvement of AI-enabled business development tools, including prospect research, scoring, outreach sequencing, and proposal generation capabilities.
- Provide reporting on metrics and key performance indicators for assigned clients, including:
- Business reviews completed in alignment with client tier categorization.
- Services project activity.
- Support services engagement, including on-demand support, optimization services, and premier support services.
- License revenue associated with assigned clients.
- Client renewal and retention rates.
- Product license upsell activity by client.
- Client satisfaction and engagement quality.
- Third-party partner engagement and related recurring or commission revenue.
Qualifications
- Bachelor's degree in a relevant field and at least 3 years of related professional experience.
- Experience in technology or management consulting, customer success, IT engagement management, IT program management, or IT sales leadership.
- Experience managing client and stakeholder relationships at the executive level.
- Proven ability to guide clients through technology-related scoping, sales, and service delivery cycles.
- Experience with NetSuite, ERP platforms, Salesforce CRM, software renewals, and related business applications.
- Strong organizational, analytical, and detail-oriented capabilities.
- Ability to manage multiple priorities and detailed processes in a fast-paced environment.
- Excellent verbal, written, and presentation skills.
- Demonstrated ability to influence action and build consensus to achieve objectives.
- Ability to work effectively in remote, in-office, and hybrid environments, with occasional travel as needed.
- Ability to collaborate effectively with distributed teams.
The national pay rate range for this job position is $83,820 to $127,120. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.
The pay rate in CA is: $85,000 to $112,460
See all 555+ Green Card Client Success Manager Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Green Card Client Success Manager Jobs.
Get Access To All JobsTips for Finding Green Card Sponsorship as a Client Success Manager
Align your degree to the role
PERM requires your credentials to match the job's stated requirements. A business administration or communications degree strengthens your EB-3 case, while a master's degree or specialized certifications can support an EB-2 filing for senior-level Client Success positions.
Target SaaS employers with PERM history
Technology and SaaS companies that manage large enterprise client portfolios file PERM applications regularly. Search DOL's OFLC disclosure data for employers who have sponsored Client Success or Customer Success Manager roles before, not just software engineers.
Clarify the job description before signing
PERM locks in the job duties filed with DOL. If your offer letter lists vague responsibilities, ask HR to align it with the O*NET occupation profile for Customer Success Managers before the labor certification is submitted.
Confirm E-Verify enrollment during outreach
Federal contractors and companies with compliance obligations must use E-Verify to verify work authorization. Confirming enrollment early tells you the employer has infrastructure for sponsorship paperwork and is unlikely to withdraw a PERM commitment mid-process.
Search green card sponsors on Migrate Mate
Filter by role and sponsorship type on Migrate Mate to find employers actively sponsoring Client Success Manager positions for permanent residency. This saves you from applying to companies that only offer H-1B visa transfers.
Account for priority date backlogs before accepting
EB-3 for most countries has no wait, but Indian and Chinese nationals face multi-year backlogs before the I-485 can be filed. Ask your prospective employer whether they file I-140 at premium processing so your priority date is established quickly.
Green Card Client Success Manager: Frequently Asked Questions
Do Client Success Manager jobs qualify for EB-2 or EB-3 green card sponsorship?
Client Success Manager roles typically qualify under EB-3 when the position requires a bachelor's degree in business, communications, or a related field. EB-2 applies if the role demands an advanced degree or if you have equivalent specialized credentials. Your employer's PERM application must reflect whichever category matches the job's minimum requirements.
How is green card sponsorship different from H-1B sponsorship for this role?
Green card sponsorship through PERM is a permanent immigration pathway, not a temporary work authorization. There is no annual lottery at the EB-3 level, and approval doesn't reset every three years the way H-1B status does. The tradeoff is timeline: PERM labor certification alone takes six to twelve months before the I-140 petition can be filed, making total green card timelines longer than H-1B initial approval.
What does the PERM process look like for a Client Success Manager position?
Your employer recruits for the role through DOL-prescribed channels, documents that no qualified U.S. worker applied, then submits a PERM application to DOL. Once certified, they file an I-140 immigrant petition with USCIS on your behalf. You then wait for your priority date to become current before filing I-485 to adjust status, or an immigrant visa abroad if you're outside the U.S.
How can I find Client Success Manager jobs that sponsor green cards?
Most general job boards don't filter by green card sponsorship type, so you can spend weeks applying to roles where employers only offer H-1B transfers. Migrate Mate lets you search specifically for Client Success Manager positions where employers are actively sponsoring employment-based permanent residency, so every application is targeted.
Can my employer start PERM sponsorship while I'm on H-1B status?
Yes. Many Client Success Managers on H-1B begin PERM concurrently with their H-1B, which is a common strategy to establish an earlier priority date. Once your I-140 is approved and your priority date is current, you can file I-485 while maintaining H-1B status. USCIS allows this dual-track approach, and your H-1B can be extended in three-year increments once your I-140 is approved.