TN Visa Customer Success Consultant Jobs
Customer Success Consultant roles qualify for TN visa sponsorship under the USMCA's Management Consultant category, making them accessible to Canadian and Mexican professionals without a lottery. Your Canadian employer writes a support letter you present at a U.S. port of entry, or your Mexican employer files documentation with a U.S. consulate for your TN application—no government labor filing required.
Find TN Visa Customer Success Consultant JobsOverview
Showing 5 of 88+ Customer Success Consultant jobs
See all 88+ Customer Success Consultant Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Customer Success Consultant roles.
Get Access To All JobsINTRODUCTION
The Phia Group, LLC is a thriving, service-oriented company headquartered in Canton, Massachusetts. As consultants, we represent health plans nationwide, providing our clients with innovative cost-containment solutions through our unique service offerings. As a result of our most valuable resource, our talented and committed team, we continue to enjoy high levels of growth. Now, we seek to add another Health Benefits Attorney to our team.
We are currently seeking a full-time Sr. Health Benefit Plan Consulting Attorney with professional experience in the healthcare industry or in similar industries to solve complex issues presented by employers, their health plans, and those entities that service them. The Health Benefits Attorney will play an instrumental role in supporting our consulting services and the continued growth and expansion of our business. This individual will work closely with other attorneys and consultants on our legal team, providing support on consulting, transactional, regulatory, and compliance matters.
At The Phia Group, whose mission is to provide high quality yet affordable healthcare to American employees and their families, you can look forward to not only unparalleled benefits for yourself but also being immersed in a company that was named one of USA Today’s Top Workplaces for 2025. Meanwhile, from a regional perspective, both The Boston Globe and Louisville Business First also recognized our unwavering commitment to upholding an internal culture of inclusivity, enjoyment, and empathy for our valued employees by listing The Phia Group in their respective lists for the Top Places to Work in 2026.
ESSENTIAL DUTIES:
- Manage and support reviews of member and provider appeals, grievances, and complex claims issues, particularly in self-funded and ERISA-regulated plans
- Evaluate benefit exclusions, plan document terms, and medical necessity disputes to determine appropriate claim outcomes
- Coordinate with applicable vendors to ensure timely and accurate facilitation of independent clinical reviews
- Review determination letters, appeal responses, and other member/provider-facing communications to ensure legal sufficiency and regulatory compliance
- Support internal audits, agency audits, corrective action plans, and external regulator or client requests, ensuring regulatory compliance
- Conduct legal research on applicable law and regulations; draft consulting memoranda; provide consultative advice, including analyses to our legal team for internal use
- Review healthcare industry contracts
- Respond to client inquiries regarding agency rules, statutory requirements, and legal compliance
- Communicate with health plan administrators and other healthcare industry entities, including by phone, video conference, or in person; answer questions regarding the administration of compliant health plans; explain applicable law or health plan terms clearly and concisely
- Draft ERISA and ACA-compliant health plan documents, including MHPAEA required reports
- Assist in resolving disputes between various players in the healthcare industry
- Provide a thorough analysis of health plans and other related documents; provide a summary of findings to our legal team
- Other duties as assigned
MINIMUM QUALIFICATIONS:
- Juris doctor from an accredited law school and admittance to a state bar (active)
- 3-7 years of experience in the healthcare industry or in similar industries preferred (i.e., employment law, insurance law, disability law, workers’ compensation law)
- Knowledge of the latest developments in health law, including a working understanding of the ACA, ERISA, MHPAEA, and HIPAA
- Superior legal writing, analytical, and proofreading skills, as well as strong attention to detail
- Outstanding organizational, interpersonal, and negotiation skills
- Ability to work collaboratively or independently as needed, and to work sensitively with confidential matters
- Ability to effectively communicate and interact with various positions throughout our organization as well as with clients
- Ability to successfully manage multiple projects, whether large or small, complex or simple, simultaneously
- Ability to participate effectively and confidently in client phone calls, including in occasional video conference calls
- Ability to anticipate issues and create and implement methods for optimizing results and minimizing risks
- Ability to develop a deep understanding of the business and our operational goals
- Comfortable working in a fast-paced environment
- High level of proficiency using Microsoft Word, Excel and Outlook
- Must be self-motivated and able to meet deadlines under pressure
PREFERRED QUALIFICATIONS:
- Excellent academic credentials
- Strong preference for experience working with health plans, third-party administrators, and/or health insurance carriers
- Familiarity with administrative rules published by relevant federal agencies, including HHS, the DOL, and the IRS
- Knowledge of CMS billing and payment rules and processes, or medical coding generally
- Confidence in public speaking
- Willingness to travel
The Phia Group’s Commitment to Diversity
The Phia Group is committed to creating a diverse environment and we are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. The Phia Group is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
WORKING CONDITIONS/PHYSICAL DEMANDS
This position requires sitting at a workstation for prolonged periods of time (with reasonable breaks as needed) and extensive computer work. The workstation may be exposed to overhead fluorescent lighting and air conditioning. This is a fast-paced work environment in which you will be operating office equipment including personal computers, copiers, and fax machines.
External and internal applicants, as well as position incumbents who become disabled as defined under the Americans with Disabilities Act (ADA), must be able to perform the essential job functions (as listed herein) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis.
This job description is not intended to be and should not be construed as an all-inclusive list of all of the job duties, skills, or working conditions associated with the position. While it is intended to accurately reflect the position’s associated activities and requirements, the company reserves the right to modify, add, or remove duties and assign other duties as necessary.
Base Salary: $125,000 - $160,000
INTRODUCTION
The Phia Group, LLC is a thriving, service-oriented company headquartered in Canton, Massachusetts. As consultants, we represent health plans nationwide, providing our clients with innovative cost-containment solutions through our unique service offerings. As a result of our most valuable resource, our talented and committed team, we continue to enjoy high levels of growth. Now, we seek to add another Health Benefits Attorney to our team.
We are currently seeking a full-time Sr. Health Benefit Plan Consulting Attorney with professional experience in the healthcare industry or in similar industries to solve complex issues presented by employers, their health plans, and those entities that service them. The Health Benefits Attorney will play an instrumental role in supporting our consulting services and the continued growth and expansion of our business. This individual will work closely with other attorneys and consultants on our legal team, providing support on consulting, transactional, regulatory, and compliance matters.
At The Phia Group, whose mission is to provide high quality yet affordable healthcare to American employees and their families, you can look forward to not only unparalleled benefits for yourself but also being immersed in a company that was named one of USA Today’s Top Workplaces for 2025. Meanwhile, from a regional perspective, both The Boston Globe and Louisville Business First also recognized our unwavering commitment to upholding an internal culture of inclusivity, enjoyment, and empathy for our valued employees by listing The Phia Group in their respective lists for the Top Places to Work in 2026.
ESSENTIAL DUTIES:
- Manage and support reviews of member and provider appeals, grievances, and complex claims issues, particularly in self-funded and ERISA-regulated plans
- Evaluate benefit exclusions, plan document terms, and medical necessity disputes to determine appropriate claim outcomes
- Coordinate with applicable vendors to ensure timely and accurate facilitation of independent clinical reviews
- Review determination letters, appeal responses, and other member/provider-facing communications to ensure legal sufficiency and regulatory compliance
- Support internal audits, agency audits, corrective action plans, and external regulator or client requests, ensuring regulatory compliance
- Conduct legal research on applicable law and regulations; draft consulting memoranda; provide consultative advice, including analyses to our legal team for internal use
- Review healthcare industry contracts
- Respond to client inquiries regarding agency rules, statutory requirements, and legal compliance
- Communicate with health plan administrators and other healthcare industry entities, including by phone, video conference, or in person; answer questions regarding the administration of compliant health plans; explain applicable law or health plan terms clearly and concisely
- Draft ERISA and ACA-compliant health plan documents, including MHPAEA required reports
- Assist in resolving disputes between various players in the healthcare industry
- Provide a thorough analysis of health plans and other related documents; provide a summary of findings to our legal team
- Other duties as assigned
MINIMUM QUALIFICATIONS:
- Juris doctor from an accredited law school and admittance to a state bar (active)
- 3-7 years of experience in the healthcare industry or in similar industries preferred (i.e., employment law, insurance law, disability law, workers’ compensation law)
- Knowledge of the latest developments in health law, including a working understanding of the ACA, ERISA, MHPAEA, and HIPAA
- Superior legal writing, analytical, and proofreading skills, as well as strong attention to detail
- Outstanding organizational, interpersonal, and negotiation skills
- Ability to work collaboratively or independently as needed, and to work sensitively with confidential matters
- Ability to effectively communicate and interact with various positions throughout our organization as well as with clients
- Ability to successfully manage multiple projects, whether large or small, complex or simple, simultaneously
- Ability to participate effectively and confidently in client phone calls, including in occasional video conference calls
- Ability to anticipate issues and create and implement methods for optimizing results and minimizing risks
- Ability to develop a deep understanding of the business and our operational goals
- Comfortable working in a fast-paced environment
- High level of proficiency using Microsoft Word, Excel and Outlook
- Must be self-motivated and able to meet deadlines under pressure
PREFERRED QUALIFICATIONS:
- Excellent academic credentials
- Strong preference for experience working with health plans, third-party administrators, and/or health insurance carriers
- Familiarity with administrative rules published by relevant federal agencies, including HHS, the DOL, and the IRS
- Knowledge of CMS billing and payment rules and processes, or medical coding generally
- Confidence in public speaking
- Willingness to travel
The Phia Group’s Commitment to Diversity
The Phia Group is committed to creating a diverse environment and we are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. The Phia Group is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
WORKING CONDITIONS/PHYSICAL DEMANDS
This position requires sitting at a workstation for prolonged periods of time (with reasonable breaks as needed) and extensive computer work. The workstation may be exposed to overhead fluorescent lighting and air conditioning. This is a fast-paced work environment in which you will be operating office equipment including personal computers, copiers, and fax machines.
External and internal applicants, as well as position incumbents who become disabled as defined under the Americans with Disabilities Act (ADA), must be able to perform the essential job functions (as listed herein) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis.
This job description is not intended to be and should not be construed as an all-inclusive list of all of the job duties, skills, or working conditions associated with the position. While it is intended to accurately reflect the position’s associated activities and requirements, the company reserves the right to modify, add, or remove duties and assign other duties as necessary.
Base Salary: $125,000 - $160,000
See all 88+ TN Visa Customer Success Consultant Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new TN Visa Customer Success Consultant Jobs.
Get Access To All JobsTips for Finding TN Visa Sponsorship as a Customer Success Consultant
Frame your credentials around management consulting
TN visa classification for Customer Success Consultants hinges on the Management Consultant category. Your resume and cover letter should emphasize advisory, strategic, and analytical deliverables rather than account management tasks, which CBP officers may view as non-qualifying.
Request an offer letter that names the TN category
Your employer's offer letter must explicitly state you'll work as a Management Consultant under USMCA. A letter that only lists your internal job title can trigger a CBP denial at the border, even when the underlying role qualifies.
Target companies with recent visa filing experience
Employers with recent visa filings have already navigated work visa sponsorship and understand the documentation process. Filtering your job search to these companies helps you avoid employers who may hesitate or lack experience supporting visa-sponsored roles.
Prepare a professional portfolio before approaching employers
CBP and employers both scrutinize whether your background supports a consulting classification. Assemble measurable outcomes from past roles, such as retention improvements or onboarding programs you designed, so you can demonstrate strategic advisory work on demand.
Use Migrate Mate to surface TN-ready employers
Identifying which companies have sponsored TN visas in the Customer Success space takes hours of manual research. Migrate Mate filters by visa type and role so you can spend your time applying to employers already open to sponsorship rather than screening them yourself.
Confirm employer support letter before your port-of-entry appointment
Your employer will prepare a support letter outlining the role details and your qualifications. Mexican nationals should apply at a U.S. consulate and allow at least two weeks for consulate processing, while Canadian nationals can present their documentation directly at the port of entry. Plan your timeline accordingly to avoid delays.
Customer Success Consultant TN Visa: Frequently Asked Questions
Does a Customer Success Consultant role actually qualify for a TN visa?
Yes, but the classification depends on how the role is structured and described. CBP evaluates whether the position involves management consulting work, meaning strategic advisory and analytical functions. Roles focused primarily on relationship maintenance or account renewals without a consulting component may not qualify. Your offer letter and job description need to reflect advisory responsibilities to support the TN classification.
How does TN compare to H-1B for Customer Success Consultant positions?
TN has no annual lottery, no cap for Canadians, and can be obtained at a port of entry the same day for qualifying roles. H-1B visa requires a lottery registration, an April selection, and an October 1 start date at the earliest. For Customer Success Consultants who already have a qualifying offer, TN is faster to activate and avoids the uncertainty of the H-1B selection process entirely.
What documents do I need to present at the border as a Canadian applying for TN status?
You'll need a valid Canadian passport, an employer support letter that names the USMCA Management Consultant category, and evidence of your academic credentials. CBP officers may also ask for documentation of prior consulting work. Having a clear portfolio of deliverables and measurable outcomes from past roles reduces the likelihood of secondary inspection or denial.
Where can I find Customer Success Consultant jobs that offer TN visa sponsorship?
Most general job boards don't filter by visa type, so identifying TN-ready employers requires manual research or direct outreach. Migrate Mate is built specifically for this, letting Canadian and Mexican professionals search for Customer Success Consultant roles at companies with recent visa filings and experience sponsoring work visas, so you're not guessing which employers are equipped to support your application.
Can a Mexican national get TN status for a Customer Success Consultant role, and how does the process differ?
Yes, Mexican nationals qualify for TN status in the Management Consultant category, but the process requires consular processing rather than a port of entry presentation. You'll schedule a nonimmigrant visa interview at a U.S. consulate, presenting your employer's support letter, offer letter, and credentials for review. Build extra lead time into your start date negotiation, since consulate appointment availability varies by location and season.