TN Visa Customer Success Jobs
Customer Success roles qualify for TN visa sponsorship under the Management Consultant category when the position requires applying specialized analytical or organizational expertise to client engagements. Canadian citizens can enter at the border without a cap; Mexican citizens apply at a U.S. consulate under the annual TN allocation.
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Get Access To All JobsAbout Energy Exemplar
In an era where the world is rapidly advancing towards a cleaner future through decarbonization, Energy Exemplar's mission lies in 'Empowering Transformative Energy Decisions'. Founded in 1999 in Adelaide, Australia, our award-winning software portfolio encompassing the modeling and simulation platform PLEXOS®, Aurora, and Adapt2, is trusted by innovative organizations across the globe. Through our technology and people, we strive to enable stakeholders from across the entire energy value chain to revolutionize the energy ecosystem and to collaboratively plan and execute for a sustainable energy future with unprecedented clarity, speed, and innovation.
Our impact is global and is being recognized across the industry. Some of our recent accolades include:
- SaaS Company of the Year (2025) – Global Business Tech Awards.
- Environmental Impact Award (2025) – E+E Leaders Awards.
- IPPAI (Independent Power Producers Association of India) Power Awards (2025) – Winners
- Finalist: Platts Global Energy Awards (2024) – Grid Edge category
- Finalist: Reuters Global Energy Transition Awards (2024) – Technologies of Change
- Top 50 Marketing Team (2024) – Voted by the public at the ICON Awards.
How We Work
Energy Exemplar is growing fast around 30% year on year and, that growth is driven by how we work. We trust our team to deliver great results from wherever they work best, whether that's at home, in the office, or on the move.
We're a global team that values ownership, integrity, and innovation. You'll be supported to balance work and life in a way that works for you, and empowered to take initiative, solve problems, and make an impact, regardless of your background, location, or role.
Our four core values, Customer Success, One Global Team, Integrity & Ownership, and Innovation Excellence aren't just words. They show up in how we collaborate, how we solve, and how we grow together.
About the Role
Considering remote candidates based in California
As a Lead Customer Success Manager (CSM) at Energy Exemplar, you will play a pivotal role in shaping the post-sale experience for our most strategic customers. Acting as a trusted advisor, you'll guide organizations through their journey with our simulation software, maximizing adoption, accelerating time-to-value, and fostering long-term partnerships that lead to renewals and growth.
This is a high-impact, customer-facing role that requires strong strategic thinking, cross-functional leadership, and a proactive approach to value delivery. You will be responsible for a portfolio of key accounts, ensuring they achieve measurable success through their investment in Energy Exemplar's technologies.
- Serve as the primary post-sales relationship owner for a portfolio of enterprise-level customers, ensuring strong engagement and satisfaction throughout the customer lifecycle.
- Act as a strategic partner to your customers, understanding their business goals and proactively driving outcomes that align with those goals.
- Collaborate closely with Account Executives to build strategic account plans, support expansion opportunities, and deliver seamless customer experiences.
- Lead regular executive business reviews to showcase value delivered, align on strategic priorities, and identify new growth opportunities.
- Monitor and manage customer health scores, adoption metrics, and sentiment using tools like Salesforce and HubSpot.
- Identify and mitigate renewal risks early by driving engagement strategies, surfacing concerns, and mobilizing internal resources as needed.
- Drive successful, timely renewals by maintaining deep knowledge of your customers' usage, licensing, and business objectives.
- Keep Salesforce records and dashboards accurate and up to date, including renewal opportunities, customer health, and stakeholder mapping.
- Share product updates, feature releases, and best practices regularly to ensure customers are fully enabled and informed.
- Contribute to the continuous improvement of the Customer Success function through mentoring, process enhancements, and cross-team collaboration.
Qualifications
- Bachelor's degree in Business, Strategy, Engineering, Communications, or a related field.
- 8+ years of experience in a Customer Success or Account Management role, preferably supporting enterprise software customers.
- Proven track record of driving customer adoption, retention, and expansion in complex, technical environments.
- Exceptional relationship-building skills, with experience engaging senior/executive stakeholders.
- Strong proficiency with CRM and customer success tools such as Salesforce and HubSpot.
- Excellent communication, presentation, and problem-solving skills.
Desired but not required
- Experience managing enterprise customers in the energy, utilities, or simulation software space.
Must be located in California.
Energy Exemplar is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all team members. We welcome applications from people of all backgrounds, experiences, identities, and abilities. Please let us know if you require accommodations at any stage of the recruitment process—we're here to support you in showcasing your full potential.
Energy Exemplar respects your privacy and is committed to protecting the personal data you share during the recruitment process. This Candidate Privacy Notice explains how we collect, use, and protect your personal information when you apply for a role with us.
About Energy Exemplar
In an era where the world is rapidly advancing towards a cleaner future through decarbonization, Energy Exemplar's mission lies in 'Empowering Transformative Energy Decisions'. Founded in 1999 in Adelaide, Australia, our award-winning software portfolio encompassing the modeling and simulation platform PLEXOS®, Aurora, and Adapt2, is trusted by innovative organizations across the globe. Through our technology and people, we strive to enable stakeholders from across the entire energy value chain to revolutionize the energy ecosystem and to collaboratively plan and execute for a sustainable energy future with unprecedented clarity, speed, and innovation.
Our impact is global and is being recognized across the industry. Some of our recent accolades include:
- SaaS Company of the Year (2025) – Global Business Tech Awards.
- Environmental Impact Award (2025) – E+E Leaders Awards.
- IPPAI (Independent Power Producers Association of India) Power Awards (2025) – Winners
- Finalist: Platts Global Energy Awards (2024) – Grid Edge category
- Finalist: Reuters Global Energy Transition Awards (2024) – Technologies of Change
- Top 50 Marketing Team (2024) – Voted by the public at the ICON Awards.
How We Work
Energy Exemplar is growing fast around 30% year on year and, that growth is driven by how we work. We trust our team to deliver great results from wherever they work best, whether that's at home, in the office, or on the move.
We're a global team that values ownership, integrity, and innovation. You'll be supported to balance work and life in a way that works for you, and empowered to take initiative, solve problems, and make an impact, regardless of your background, location, or role.
Our four core values, Customer Success, One Global Team, Integrity & Ownership, and Innovation Excellence aren't just words. They show up in how we collaborate, how we solve, and how we grow together.
About the Role
Considering remote candidates based in California
As a Lead Customer Success Manager (CSM) at Energy Exemplar, you will play a pivotal role in shaping the post-sale experience for our most strategic customers. Acting as a trusted advisor, you'll guide organizations through their journey with our simulation software, maximizing adoption, accelerating time-to-value, and fostering long-term partnerships that lead to renewals and growth.
This is a high-impact, customer-facing role that requires strong strategic thinking, cross-functional leadership, and a proactive approach to value delivery. You will be responsible for a portfolio of key accounts, ensuring they achieve measurable success through their investment in Energy Exemplar's technologies.
- Serve as the primary post-sales relationship owner for a portfolio of enterprise-level customers, ensuring strong engagement and satisfaction throughout the customer lifecycle.
- Act as a strategic partner to your customers, understanding their business goals and proactively driving outcomes that align with those goals.
- Collaborate closely with Account Executives to build strategic account plans, support expansion opportunities, and deliver seamless customer experiences.
- Lead regular executive business reviews to showcase value delivered, align on strategic priorities, and identify new growth opportunities.
- Monitor and manage customer health scores, adoption metrics, and sentiment using tools like Salesforce and HubSpot.
- Identify and mitigate renewal risks early by driving engagement strategies, surfacing concerns, and mobilizing internal resources as needed.
- Drive successful, timely renewals by maintaining deep knowledge of your customers' usage, licensing, and business objectives.
- Keep Salesforce records and dashboards accurate and up to date, including renewal opportunities, customer health, and stakeholder mapping.
- Share product updates, feature releases, and best practices regularly to ensure customers are fully enabled and informed.
- Contribute to the continuous improvement of the Customer Success function through mentoring, process enhancements, and cross-team collaboration.
Qualifications
- Bachelor's degree in Business, Strategy, Engineering, Communications, or a related field.
- 8+ years of experience in a Customer Success or Account Management role, preferably supporting enterprise software customers.
- Proven track record of driving customer adoption, retention, and expansion in complex, technical environments.
- Exceptional relationship-building skills, with experience engaging senior/executive stakeholders.
- Strong proficiency with CRM and customer success tools such as Salesforce and HubSpot.
- Excellent communication, presentation, and problem-solving skills.
Desired but not required
- Experience managing enterprise customers in the energy, utilities, or simulation software space.
Must be located in California.
Energy Exemplar is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all team members. We welcome applications from people of all backgrounds, experiences, identities, and abilities. Please let us know if you require accommodations at any stage of the recruitment process—we're here to support you in showcasing your full potential.
Energy Exemplar respects your privacy and is committed to protecting the personal data you share during the recruitment process. This Candidate Privacy Notice explains how we collect, use, and protect your personal information when you apply for a role with us.
See all 10,085+ Customer Success jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Customer Success roles.
Get Access To All JobsTips for Finding TN Visa Sponsorship as a Customer Success
Frame your role as Management Consultant
TN visas don't have a dedicated Customer Success category. Your offer letter must describe duties like process optimization, client workflow analysis, or strategic account planning to align with the Management Consultant classification CBP officers apply.
Target companies with dedicated immigration support
Look for employers with in-house HR teams or retained immigration counsel. Companies that have filed TN petitions before know how to draft qualifying job descriptions, which cuts processing friction significantly at the border or consulate.
Get your credentials documented before outreach
CBP expects a bachelor's degree in a field related to the consulting or analytical work described in your offer. Have your transcripts evaluated for equivalency if your degree is from a Canadian or Mexican institution not immediately recognizable to a U.S. officer.
Use Migrate Mate to find verified sponsoring employers
Search Migrate Mate to identify employers actively posting Customer Success roles with TN visa sponsorship. The platform filters by visa type so you're not sorting through listings that exclude international candidates before you even apply.
Negotiate the job description before signing
Ask the hiring manager to review the offer letter language with their immigration contact before you accept. A generic Customer Success title without consulting-specific duties creates CBP classification risk that's much harder to fix after an offer is signed.
Prepare a TN package for Mexican nationals early
Mexican citizens need a U.S. consulate appointment, which adds four to eight weeks to your start timeline. Request the employer support letter from your employer as soon as you have a verbal offer so you can book your appointment before the official offer letter is finalized.
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Find Customer Success JobsCustomer Success TN Visa: Frequently Asked Questions
Does Customer Success qualify for a TN visa?
Customer Success isn't a named TN category, but many roles qualify under Management Consultant when the position involves analyzing client processes, identifying operational gaps, or advising on product adoption strategies. The job title itself doesn't determine eligibility; the actual duties described in your offer letter do. CBP officers assess whether the work requires specialized knowledge applied in a consulting capacity.
How does TN visa sponsorship for Customer Success compare to H-1B?
TN has no lottery and no annual cap for Canadians, so you're not gambling on a 25% selection rate the way H-1B registrants are. Canadians can get TN status approved at the border in a single day. The tradeoff is that TN requires a Canadian or Mexican passport and doesn't create a direct path to a green card, whereas H-1B is dual-intent and can run concurrently with permanent residency sponsorship.
What documents does my employer need to prepare for my TN?
Your employer provides a detailed offer letter on company letterhead describing your title, duties, qualifications, salary, and employment period. The letter must connect your specific Customer Success responsibilities to the Management Consultant TN category. Some employers also prepare a support memo drafted by immigration counsel that preempts CBP classification questions. You bring both documents to the border or consulate appointment.
How can I find Customer Success jobs with TN visa sponsorship?
Migrate Mate lets you search Customer Success roles specifically filtered for TN visa sponsorship, so you're seeing employers who have already indicated they'll support the filing process. This matters because many companies post Customer Success roles without specifying visa support, and cold-applying to those listings wastes time on employers who won't navigate the TN classification question with you.
Can Mexican nationals apply for TN status for Customer Success roles?
Yes, but the process differs from the Canadian border crossing. Mexican nationals apply at a U.S. consulate, which means scheduling an appointment and waiting for visa issuance, typically adding four to eight weeks before a start date. The TN allocation for Mexican citizens is capped annually, unlike the uncapped access Canadians have, so earlier applications reduce risk of hitting the annual limit.
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