H-1B Visa Client Success Manager Jobs
Client Success Manager roles qualify for H-1B visa sponsorship when the position requires a bachelor's degree in business, communications, or a related field. Most CSM openings at mid-size and enterprise SaaS companies sponsor H-1B visas, particularly roles tied to technical products where domain expertise is a core requirement.
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Get Access To All JobsINTRODUCTION
At Gallagher Bassett, we're there when it matters most because helping people through challenging moments is more than just our job, it’s our purpose. Every day, we help clients navigate complexity, support recovery, and deliver outcomes that make a real difference in people’s lives. It takes empathy, precision, and a strong sense of partnership—and that’s exactly what you’ll find here. We’re a team of fast-paced fixers, empathetic experts, and outcomes drivers — people who care deeply about doing the right thing and doing it well. Whether you're managing claims, supporting clients, or improving processes, you’ll play a vital role in helping businesses and individuals move forward with confidence. Here, you’ll be supported by a culture that values teamwork, encourages curiosity, and celebrates the impact of your work. Because when you’re here, you’re part of something bigger. You’re part of a team that shows up, stands together, and leads with purpose.
Overview
The Vice President, Client Success & Insights is responsible for helping Gallagher Bassett improve how clients experience the organization while leveraging data, insights, and business intelligence to drive decision-making and continuous improvement.
This role sits at the intersection of client experience, business performance, and strategic execution. The individual will partner closely with executive leadership to identify trends, evaluate client outcomes, and recommend initiatives that improve satisfaction, retention, operational effectiveness, and long-term growth.
HOW YOU'LL MAKE AN IMPACT
Client Success & Experience Leadership
- Evaluate the end-to-end client experience across onboarding, implementation, service delivery, reporting, billing, and ongoing account support.
- Partner with client-facing teams to identify pain points, service gaps, and opportunities to improve the overall client experience.
- Develop and promote client experience best practices across the organization.
- Leverage Voice of Customer feedback, retention trends, satisfaction scores, and client insights to identify opportunities for improvement.
- Support initiatives that improve client retention, engagement, advocacy, and overall satisfaction.
Business Insights & Performance Leadership
- Partner with leadership teams to evaluate business performance and identify key drivers of client retention, growth, and operational effectiveness.
- Establish dashboards, reporting frameworks, and performance reviews that support executive decision-making.
- Translate complex data into actionable recommendations for leadership.
Strategic Initiatives & Continuous Improvement
- Lead initiatives aimed at improving the client experience and overall business performance.
- Conduct business diagnostics and identify opportunities to improve processes, workflows, and organizational effectiveness.
- Develop recommendations, business cases, and implementation plans for improvement initiatives.
- Monitor outcomes and ensure initiatives deliver measurable results.
- Partner across Client Services, Operations, Sales, Finance, Technology, and Executive Leadership to drive alignment and execution.
ABOUT YOU
Required: Requires a University Degree or equivalent experience and minimum 10 years prior relevant experience.
Preferred:
- 10+ years of experience in client success, customer experience, consulting, business transformation, strategy, operations, or business performance leadership.
- Experience improving end-to-end client or customer experiences.
- Strong analytical and problem-solving skills with the ability to translate insights into action.
- Experience developing KPIs, dashboards, executive reporting, and performance measurement frameworks.
- Experience leading cross-functional initiatives and influencing stakeholders without direct authority.
- Experience conducting business diagnostics, process improvement efforts, or customer journey assessments.
- Consulting, Chief of Staff, strategy, customer experience, or client success leadership experience preferred.
- Insurance, claims, risk management, or financial services experience is helpful but not required.
SKILLS:
- Strategic Thinking: Ability to connect operational priorities to broader business objectives, establish clear goals, and drive execution across complex organizations.
- Analytical Problem Solving: Strong analytical skills with the ability to evaluate complex situations, identify root causes, and implement effective solutions.
- Process Design and Improvement: Experience improving and streamlining processes to drive efficiency, consistency, scalability, and operational excellence.
- Cross-Functional Collaboration: Proven ability to build alignment, influence stakeholders, and drive execution across multiple teams and functions.
- Communication: Ability to develop and deliver executive-level updates, facilitate decision-making, and build consensus across the organization.
COMPENSATION AND BENEFITS
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
- Competitive compensation
- Comprehensive benefits programs designed to support your well-being
- Career development opportunities and ongoing learning
- A collaborative, people-first culture with accessible leadership
- The opportunity to do meaningful work with global reach and local impact
At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.
Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
INTRODUCTION
At Gallagher Bassett, we're there when it matters most because helping people through challenging moments is more than just our job, it’s our purpose. Every day, we help clients navigate complexity, support recovery, and deliver outcomes that make a real difference in people’s lives. It takes empathy, precision, and a strong sense of partnership—and that’s exactly what you’ll find here. We’re a team of fast-paced fixers, empathetic experts, and outcomes drivers — people who care deeply about doing the right thing and doing it well. Whether you're managing claims, supporting clients, or improving processes, you’ll play a vital role in helping businesses and individuals move forward with confidence. Here, you’ll be supported by a culture that values teamwork, encourages curiosity, and celebrates the impact of your work. Because when you’re here, you’re part of something bigger. You’re part of a team that shows up, stands together, and leads with purpose.
Overview
The Vice President, Client Success & Insights is responsible for helping Gallagher Bassett improve how clients experience the organization while leveraging data, insights, and business intelligence to drive decision-making and continuous improvement.
This role sits at the intersection of client experience, business performance, and strategic execution. The individual will partner closely with executive leadership to identify trends, evaluate client outcomes, and recommend initiatives that improve satisfaction, retention, operational effectiveness, and long-term growth.
HOW YOU'LL MAKE AN IMPACT
Client Success & Experience Leadership
- Evaluate the end-to-end client experience across onboarding, implementation, service delivery, reporting, billing, and ongoing account support.
- Partner with client-facing teams to identify pain points, service gaps, and opportunities to improve the overall client experience.
- Develop and promote client experience best practices across the organization.
- Leverage Voice of Customer feedback, retention trends, satisfaction scores, and client insights to identify opportunities for improvement.
- Support initiatives that improve client retention, engagement, advocacy, and overall satisfaction.
Business Insights & Performance Leadership
- Partner with leadership teams to evaluate business performance and identify key drivers of client retention, growth, and operational effectiveness.
- Establish dashboards, reporting frameworks, and performance reviews that support executive decision-making.
- Translate complex data into actionable recommendations for leadership.
Strategic Initiatives & Continuous Improvement
- Lead initiatives aimed at improving the client experience and overall business performance.
- Conduct business diagnostics and identify opportunities to improve processes, workflows, and organizational effectiveness.
- Develop recommendations, business cases, and implementation plans for improvement initiatives.
- Monitor outcomes and ensure initiatives deliver measurable results.
- Partner across Client Services, Operations, Sales, Finance, Technology, and Executive Leadership to drive alignment and execution.
ABOUT YOU
Required: Requires a University Degree or equivalent experience and minimum 10 years prior relevant experience.
Preferred:
- 10+ years of experience in client success, customer experience, consulting, business transformation, strategy, operations, or business performance leadership.
- Experience improving end-to-end client or customer experiences.
- Strong analytical and problem-solving skills with the ability to translate insights into action.
- Experience developing KPIs, dashboards, executive reporting, and performance measurement frameworks.
- Experience leading cross-functional initiatives and influencing stakeholders without direct authority.
- Experience conducting business diagnostics, process improvement efforts, or customer journey assessments.
- Consulting, Chief of Staff, strategy, customer experience, or client success leadership experience preferred.
- Insurance, claims, risk management, or financial services experience is helpful but not required.
SKILLS:
- Strategic Thinking: Ability to connect operational priorities to broader business objectives, establish clear goals, and drive execution across complex organizations.
- Analytical Problem Solving: Strong analytical skills with the ability to evaluate complex situations, identify root causes, and implement effective solutions.
- Process Design and Improvement: Experience improving and streamlining processes to drive efficiency, consistency, scalability, and operational excellence.
- Cross-Functional Collaboration: Proven ability to build alignment, influence stakeholders, and drive execution across multiple teams and functions.
- Communication: Ability to develop and deliver executive-level updates, facilitate decision-making, and build consensus across the organization.
COMPENSATION AND BENEFITS
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
- Competitive compensation
- Comprehensive benefits programs designed to support your well-being
- Career development opportunities and ongoing learning
- A collaborative, people-first culture with accessible leadership
- The opportunity to do meaningful work with global reach and local impact
At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.
Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Client Success Manager
Confirm your role meets specialty occupation standards
USCIS requires your CSM position to need a specific bachelor's degree, not just any degree. Pull the O*NET profile for Customer Success Managers to document the typical education requirements before your employer files.
Target SaaS companies with established H-1B filing history
Use Migrate Mate to filter Client Success Manager jobs by employers with verified H-1B LCA filing history, so you're not relying on companies that have never sponsored the role before.
Get your LCA wage level matched to your actual duties
Your employer's LCA must list a prevailing wage that matches your job zone and metro area. Check the OFLC Wage Search for your location before accepting an offer to spot mismatches that could create RFE risk.
Document customer-facing outcomes in measurable terms
CSM roles face higher specialty occupation scrutiny than engineering roles. Build a portfolio of metrics showing domain-specific work, such as retention rates tied to technical onboarding, to support your employer's H-1B petition.
Time your offer negotiation around USCIS processing windows
Standard H-1B processing runs several months, so confirm your employer will file with your start date in mind. If your OPT or current status expires soon, ask whether they'll pay for premium processing.
Understand how a CSM title change affects your petition
If your employer promotes you or shifts your responsibilities to account management or solutions engineering mid-petition, USCIS may treat it as a material change requiring an amended I-129. Clarify your job title scope in writing before filing.
H-1B Visa Client Success Manager: Frequently Asked Questions
Does a Client Success Manager role qualify for H-1B sponsorship?
It depends on how the role is defined. USCIS requires the position to qualify as a specialty occupation, meaning it must normally require a bachelor's degree in a specific field such as business, communications, or a related discipline. Generic CSM roles where any degree suffices can draw RFEs. Roles tied to technical products, enterprise software, or industry-specific knowledge are stronger candidates for H-1B approval.
Which employers sponsor H-1B visas for Client Success Managers?
SaaS companies, enterprise software firms, and technology platforms are the most consistent H-1B sponsors for CSM roles. You can search Client Success Manager jobs filtered by H-1B sponsorship history on Migrate Mate, which surfaces employers based on verified DOL Labor Condition Application filing data rather than self-reported sponsorship claims.
What happens to my H-1B status if I get promoted from CSM to Account Manager?
A title change that involves materially different duties, a new worksite, or a different wage level may require your employer to file an amended I-129 petition with USCIS. If the underlying job duties stay substantially the same, an amendment may not be required, but your employer should review the change with immigration counsel before the promotion takes effect.
Can my employer sponsor my H-1B for a fully remote CSM role?
Yes, but the LCA must list the actual location where you perform your work, not the employer's headquarters. If you work from home in a different metro area, your employer needs to file a separate LCA for that location using the prevailing wage for your home area. Working from multiple locations can require multiple LCA postings, which adds compliance steps for your employer.
How does the H-1B cap lottery affect my CSM job search timeline?
H-1B cap-subject petitions can only start on October 1 each fiscal year, with lottery registration in March. If you're not selected, you can't start a new cap-subject H-1B until the following April lottery. This means CSM roles at cap-exempt employers, such as universities or nonprofit research organizations, can be filed at any time and may suit candidates who can't wait for a lottery cycle.