Green Card Client Success Specialist Jobs
Client Success Specialist roles qualify for EB-2 and EB-3 green card sponsorship through PERM labor certification when employers demonstrate no qualified U.S. worker is available. Positions requiring a bachelor's degree in business, communications, or a related field typically fit EB-3; advanced-degree professionals with specialized credentials may qualify under EB-2. Sponsorship timelines run two to four years for most nationalities.
Find Green Card Client Success Specialist JobsOverview
Showing 5 of 556+ Client Success Specialist jobs
See all 556+ Client Success Specialist Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Success Specialist 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 556+ Green Card Client Success Specialist Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Green Card Client Success Specialist Jobs.
Get Access To All JobsTips for Finding Green Card Sponsorship as a Client Success Specialist
Frame your degree field strategically
PERM requires your degree to align with the job's stated requirements. A business, marketing, or communications degree maps cleanly to Client Success roles. If your degree is in an unrelated field, document how coursework overlaps with client relationship management duties before applications begin.
Target employers with PERM filing history
Search DOL's OFLC disclosure data for companies that have filed PERM applications under customer success or account management job titles. Employers who've completed the process before understand the timeline and are far less likely to withdraw sponsorship midway through.
Use Migrate Mate to filter sponsoring employers
Search Migrate Mate for Client Success Specialist openings specifically filtered by green card sponsorship history. This surfaces employers who have actively filed EB-2 or EB-3 petitions for this role type, saving weeks of manual research into company immigration policies.
Clarify sponsorship scope before accepting an offer
Ask whether the employer sponsors through the full PERM-to-I-140 sequence or only assists with temporary visas. Some companies offer H-1B visa support but stop short of green card sponsorship. Get written confirmation that EB-3 or EB-2 PERM is included in any relocation or immigration benefit package.
Understand how prevailing wage affects your offer
Your employer must pay at least the DOL prevailing wage for your job title, level, and location throughout the PERM process. Look up your role's wage level using the OFLC Wage Search before negotiating, so your offered salary won't trigger a PERM audit or force a resubmission later.
Prepare client impact documentation now
EB-2 advanced-degree petitions benefit from quantified evidence of professional impact: retention rates improved, renewal revenue driven, escalation processes you redesigned. Collect performance reviews, client feedback, and measurable outcomes while employed, since USCIS reviewers look for specificity when evaluating petitions.
Green Card Client Success Specialist: Frequently Asked Questions
Does a Client Success Specialist role qualify for an EB-2 or EB-3 green card?
Most Client Success Specialist positions qualify under EB-3 as professional roles requiring at least a bachelor's degree in business, communications, or a related field. If the role requires an advanced degree or the candidate holds a master's and has specialized credentials in enterprise account management or SaaS customer success, EB-2 may apply. The employer's job description drives the classification, not just your own credentials.
How does green card sponsorship differ from H-1B sponsorship for this role?
H-1B is a temporary work visa capped at 85,000 annually with a lottery, while EB-3 green card sponsorship through PERM leads to permanent residency with no annual cap lottery. The tradeoff is timeline: PERM labor certification, I-140 approval, and adjustment of status typically take two to four years for most nationalities. Green card sponsorship permanently ties you to lawful permanent residency rather than requiring renewal every few years.
What does the PERM labor certification process look like for a Client Success role?
Your employer files a PERM application with DOL after running a required recruitment campaign proving no qualified U.S. worker is available for the position. The job duties, degree requirement, and salary must be documented precisely. DOL processing currently runs six to eighteen months, and an audit can extend that further. Only after PERM is certified does your employer file the I-140 immigrant petition with USCIS.
How do I find Client Success Specialist jobs where the employer will sponsor a green card?
Migrate Mate lets you search specifically for Client Success Specialist roles filtered by employers with green card sponsorship history, including EB-2 and EB-3 PERM filings. This is more reliable than asking individual recruiters, since sponsorship willingness often isn't disclosed in job postings. Cross-referencing DOL's OFLC disclosure data for past PERM filings under similar job titles adds another layer of confirmation.
Can I switch employers during the green card process without losing my place?
Portability rules under AC21 let you change employers after your I-140 is approved and your I-485 adjustment-of-status application has been pending for at least 180 days, provided the new role is in the same or a similar occupational classification. For Client Success roles, a move to a comparable account management or customer success position at a new company generally qualifies, but you should consult an immigration attorney before making any switch.