Customer Success Director Visa Sponsorship Jobs in New York
New York's customer success director roles are concentrated in Manhattan's tech and finance corridors, with major employers like Salesforce, Datadog, MongoDB, and Bloomberg operating large customer success organizations. The city's density of SaaS, fintech, and media companies creates consistent demand for senior CS leadership, and many of these employers have established H-1B visa sponsorship programs for qualified international candidates.
Find Customer Success Director JobsOverview
Showing 5 of 1,130+ Customer Success Director Jobs in New York with Visa Sponsorship
See all 1,130+ Customer Success Director Jobs in New York with Visa Sponsorship
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Customer Success Director Jobs in New York with Visa Sponsorship.
Get Access To All JobsAbout Savvy Wealth:
Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.
Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.
AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.
We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). Come help us scale!
Recognition:
We're a Certified Great Place to Work and have been honored for our culture and our growth:
- Newsweek's America's Greatest Startup Workplaces (2026)
- Fortune Best Workplaces in New York (2026)
- Great Place to Work Certified
The Role:
We’re looking for an operationally strong, customer-obsessed professional to join our Advisor Success team. As an Advisor Success Manager, you’ll partner closely with financial advisors and cross-functional teams to ensure advisors have the support, training, and tools they need to succeed on Savvy’s platform. You’ll be a key contributor in driving advisor satisfaction, product adoption, and long-term retention and expansion, while shaping how Savvy scales its advisor-facing experience.
This role offers significant exposure to cross-functional teams including Product, Operations, Growth, and Marketing, and provides an opportunity to influence strategic priorities based on advisor insights.
Responsibilities:
- Own day-to-day relationships with a portfolio of Savvy advisors, ensuring they feel supported and successful on the platform
- Partner with the Head of Advisor Success to drive advisor engagement, retention, and satisfaction
- Champion Savvy’s value proposition and clearly communicate the impact of our software, services, and financial products
- Drive key advisor-facing KPIs, including platform adoption, product utilization, retention and expansion
- Identify churn risk and proactively develop plans to mitigate it
- Build and maintain a strong feedback loop with advisors; serve as the voice of the advisor to internal teams
- Collaborate with Sales to ensure smooth handoffs and a high-impact onboarding experience
- Design and deliver ongoing training, programming, and enablement to help advisors become power users
- Balance multiple initiatives while adapting quickly as priorities evolve
- Continuously improve processes and workflows to support scale without sacrificing quality
Must Have:
- 3–5+ years of experience in customer success, advisor success, account management, client engagement, or sales enablement
- Strong relationship-building and communication skills, with the ability to engage senior advisors confidently and empathetically
- Experience onboarding, training, or enabling customers to adopt software or services
- A customer-first mindset with strong ownership and follow-through
- Proficiency using AI tools to scale advisor engagement and synthesize feedback
- Ability to prioritize, multitask, and operate effectively in a fast-growing environment
- Comfort learning and adopting new tools and technologies quickly
Nice to Have:
- Prior work experience in the Wealth Management industry
- Prior work experience at a high-growth start up
- Prior experience in the services industry
Benefits:
- Competitive salary and equity package
- Unlimited PTO + paid company holidays
- Access to holistic medical, dental, and vision plans
- Company 401(k), Commuter, and HSA/FSA plans
- NYC office in the heart of Manhattan
- Lunch and snacks provided in the office
- Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Compensation Range: $128K - $150K
About Savvy Wealth:
Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.
Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.
AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.
We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). Come help us scale!
Recognition:
We're a Certified Great Place to Work and have been honored for our culture and our growth:
- Newsweek's America's Greatest Startup Workplaces (2026)
- Fortune Best Workplaces in New York (2026)
- Great Place to Work Certified
The Role:
We’re looking for an operationally strong, customer-obsessed professional to join our Advisor Success team. As an Advisor Success Manager, you’ll partner closely with financial advisors and cross-functional teams to ensure advisors have the support, training, and tools they need to succeed on Savvy’s platform. You’ll be a key contributor in driving advisor satisfaction, product adoption, and long-term retention and expansion, while shaping how Savvy scales its advisor-facing experience.
This role offers significant exposure to cross-functional teams including Product, Operations, Growth, and Marketing, and provides an opportunity to influence strategic priorities based on advisor insights.
Responsibilities:
- Own day-to-day relationships with a portfolio of Savvy advisors, ensuring they feel supported and successful on the platform
- Partner with the Head of Advisor Success to drive advisor engagement, retention, and satisfaction
- Champion Savvy’s value proposition and clearly communicate the impact of our software, services, and financial products
- Drive key advisor-facing KPIs, including platform adoption, product utilization, retention and expansion
- Identify churn risk and proactively develop plans to mitigate it
- Build and maintain a strong feedback loop with advisors; serve as the voice of the advisor to internal teams
- Collaborate with Sales to ensure smooth handoffs and a high-impact onboarding experience
- Design and deliver ongoing training, programming, and enablement to help advisors become power users
- Balance multiple initiatives while adapting quickly as priorities evolve
- Continuously improve processes and workflows to support scale without sacrificing quality
Must Have:
- 3–5+ years of experience in customer success, advisor success, account management, client engagement, or sales enablement
- Strong relationship-building and communication skills, with the ability to engage senior advisors confidently and empathetically
- Experience onboarding, training, or enabling customers to adopt software or services
- A customer-first mindset with strong ownership and follow-through
- Proficiency using AI tools to scale advisor engagement and synthesize feedback
- Ability to prioritize, multitask, and operate effectively in a fast-growing environment
- Comfort learning and adopting new tools and technologies quickly
Nice to Have:
- Prior work experience in the Wealth Management industry
- Prior work experience at a high-growth start up
- Prior experience in the services industry
Benefits:
- Competitive salary and equity package
- Unlimited PTO + paid company holidays
- Access to holistic medical, dental, and vision plans
- Company 401(k), Commuter, and HSA/FSA plans
- NYC office in the heart of Manhattan
- Lunch and snacks provided in the office
- Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Compensation Range: $128K - $150K
Customer Success Director Job Roles in New York
See all 1,130+ Customer Success Director Jobs in New York
Sign up for free to filter by visa type, set job alerts, and find employers with verified sponsorship history.
Search Customer Success Director Jobs in New YorkCustomer Success Director Jobs in New York: Frequently Asked Questions
Which companies sponsor visas for customer success directors in New York?
New York-based companies with established visa sponsorship track records for customer success director roles include Salesforce, Datadog, MongoDB, Twilio, and Sprinklr, all of which have filed H-1B petitions for senior customer success and account management positions. Large financial technology firms and enterprise SaaS companies headquartered in Manhattan tend to have the HR infrastructure and legal resources to support sponsorship at the director level.
Which visa types are most common for customer success director roles in New York?
The H-1B is the most common visa for customer success directors in New York, as the role typically requires a bachelor's degree in business, communications, or a related field and qualifies as a specialty occupation. Candidates already holding L-1A visas through intracompany transfers are another significant group, particularly those moving into New York offices from multinational companies. O-1A is an option for candidates with demonstrable extraordinary achievement in customer success leadership.
How to find customer success director visa sponsorship jobs in New York?
Migrate Mate filters job listings specifically for visa sponsorship eligibility, making it straightforward to search for customer success director roles in New York without sifting through positions that won't support international candidates. The platform aggregates openings from companies with active sponsorship histories, which is particularly useful in a market like New York where many postings omit sponsorship information entirely. Filtering by role and state gives you a focused, relevant shortlist.
Which cities in New York have the most customer success director sponsorship jobs?
Manhattan accounts for the large majority of customer success director sponsorship opportunities in New York State, driven by the concentration of SaaS, fintech, adtech, and media companies in Midtown and the Flatiron District. Brooklyn's growing tech scene, particularly in DUMBO, produces a smaller but meaningful number of openings. Outside New York City, Albany and Buffalo have limited opportunities at this seniority level, making the metro area the practical focus for most candidates.
Are there any New York-specific considerations for customer success directors seeking visa sponsorship?
New York employers sponsoring H-1B workers for customer success director roles must comply with Department of Labor prevailing wage requirements, which reflect the city's high cost of living and tend to be set at elevated levels compared to other states. New York's active tech hiring community and proximity to major enterprise clients also means employers expect candidates at the director level to demonstrate measurable retention and expansion metrics, which strengthens both the job offer and the specialty occupation case for the visa petition.
What is the prevailing wage for sponsored customer success director jobs in New York?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.