Customer Success Engineer Visa Sponsorship Jobs in New York
New York is one of the top states for customer success engineer roles, with major employers including Salesforce, IBM, and numerous fintech and SaaS companies concentrated in Manhattan and Brooklyn. International candidates seeking visa sponsorship will find strong demand across enterprise software, financial technology, and media technology sectors, where technical customer-facing expertise is consistently valued.
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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 Engineer Job Roles in New York
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Search Customer Success Engineer Jobs in New YorkCustomer Success Engineer Jobs in New York: Frequently Asked Questions
Which companies sponsor visas for customer success engineers in New York?
Large enterprise software and cloud companies with significant New York offices, including Salesforce, IBM, Datadog, and MongoDB, have established track records of sponsoring H-1B visas for technical roles including customer success engineers. Fintech firms such as Bloomberg and Broadridge also appear regularly in Department of Labor LCA filings for customer-facing technical positions. Sponsorship availability varies by hiring cycle and headcount, so checking recent LCA disclosure data is the most reliable indicator.
Which visa types are most common for customer success engineer roles in New York?
The H-1B is the most common visa category for customer success engineers in New York, provided the role requires at least a bachelor's degree in a specific technical field such as computer science, information systems, or engineering. Some candidates transition from F-1 OPT or STEM OPT while employed. Candidates from Australia may qualify for the E-3 visa, and those from Canada or Mexico may qualify for TN visa status under USMCA, both of which are cap-exempt and faster to obtain.
How to find customer success engineer visa sponsorship jobs in New York?
Migrate Mate filters job listings specifically by visa sponsorship willingness, making it straightforward to identify New York employers actively hiring customer success engineers who will support work authorization. Rather than sorting through thousands of general postings, you can browse roles confirmed for sponsorship in New York's enterprise software, fintech, and SaaS sectors, saving significant time during a job search where visa timelines matter.
Which cities in New York have the most customer success engineer sponsorship jobs?
Manhattan accounts for the large majority of customer success engineer sponsorship opportunities in New York, driven by the concentration of enterprise software vendors, financial technology firms, and media companies in Midtown and Lower Manhattan. Brooklyn has grown as a secondary hub, particularly among earlier-stage SaaS companies. Albany and Buffalo occasionally have openings tied to state government technology contracts or regional enterprise accounts, but the volume there is considerably lower than in New York City.
Are there any New York-specific considerations for customer success engineer visa sponsorship?
New York's high cost of living means the Department of Labor prevailing wage determinations for customer success engineer roles in the New York City metropolitan area are among the highest in the country, which affects what employers must certify on a Labor Condition Application. Candidates with backgrounds in financial services technology, adtech, or enterprise SaaS will find their profiles align well with the industries that dominate sponsorship activity in this state. Strong university pipelines from NYU, Columbia, and Cornell Tech also contribute to competitive candidate pools in New York.
What is the prevailing wage for sponsored customer success engineer 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.