TN Visa Customer Success Manager Jobs
Customer Success Manager roles qualify for TN visa sponsorship under the USMCA's Management Consultant category, making them accessible to Canadian and Mexican professionals without a lottery or lengthy wait. Canadians receive TN status at the port of entry; Mexicans apply at a U.S. consulate. A qualifying job offer and a relevant bachelor's degree are required.
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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.
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Sign up for free to unlock all listings, filter by visa type, and get alerts for new Customer Success Manager roles.
Get Access To All JobsTips for Finding TN Visa Sponsorship as a Customer Success Manager
Align your credentials to management consulting
TN classification for Customer Success Managers depends on framing the role under Management Consultant. Your degree must be in business, management, or a related field. A mismatch between your credentials and the job description is the most common reason TN petitions are challenged.
Request a support letter before applying
Ask your prospective employer for a detailed support letter that ties your Customer Success duties to consulting activities: advising clients, analyzing adoption metrics, and recommending strategic changes. Vague letters that describe account management without consulting language weaken your TN case at the border.
Target employers with recent visa filings
SaaS and enterprise software companies routinely sponsor TN visas for Customer Success roles because they have established HR processes and immigration counsel. Focus your search on companies with recent visa filings and proven experience with work visa sponsorship rather than first-time sponsors.
Search TN-sponsored roles through Migrate Mate
Use Migrate Mate to filter Customer Success Manager openings by TN visa sponsorship availability. The platform surfaces employers who have actively sponsored TN professionals, so you're not guessing which companies will engage with the process.
Clarify your nationality's process early with your employer
Canadian citizens can finalize TN status at the U.S. port of entry the same day, while Mexican citizens must schedule a consulate appointment, which adds weeks to the timeline. Confirm which process applies before your employer sets a start date, so onboarding expectations are realistic.
Negotiate the offer letter terms before USCIS review
For Mexican nationals, USCIS reviews the TN petition before the consulate appointment. Ensure your offer letter specifies the consulting nature of the role, your projected engagement duration, and your exact job title before the petition is filed. Changes after submission create delays.
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Find Customer Success Manager JobsCustomer Success Manager TN Visa: Frequently Asked Questions
Does a Customer Success Manager role qualify for TN visa sponsorship?
Yes, if the role is structured under the Management Consultant category in the USMCA schedule. The key is that your duties must involve advising clients and recommending solutions, not just managing accounts. Your employer's support letter and your degree in a relevant field like business or management both need to support that framing clearly.
How does the TN visa compare to the H-1B for Customer Success Manager roles?
The TN visa has no annual lottery and no cap for Canadian citizens, so you can start the process as soon as you have a job offer. The H-1B requires registration in a lottery held once a year, and selection is not guaranteed. For Canadians, TN is typically faster and more predictable for Customer Success roles that meet the Management Consultant criteria.
Where can I find Customer Success Manager jobs that offer TN visa sponsorship?
Migrate Mate filters job listings specifically by TN visa sponsorship, so you can search Customer Success Manager openings without having to manually vet each employer's willingness to sponsor. This saves time compared to reaching out to companies that have no experience with TN filings for client-facing roles.
What documentation does my employer need to provide for TN sponsorship in this role?
Your employer must provide a signed support letter on company letterhead that describes the consulting nature of your Customer Success duties, confirms you hold a qualifying degree, and states the anticipated duration of employment. For Mexican nationals, this letter accompanies the I-129 petition submitted to USCIS before a consulate appointment can be scheduled.
Can I switch employers while working as a Customer Success Manager on a TN visa?
Yes, but you must obtain a new TN authorization from your new employer before starting that role. Canadian citizens can complete this at a port of entry with a new offer letter and support letter. Mexican nationals need to file a new petition with USCIS. You cannot transfer a TN status between employers the way some other visa categories allow.
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