Customer Success Professional Visa Sponsorship Jobs in New York
New York's customer success professional job market spans fintech firms in Manhattan, SaaS companies in Midtown, and enterprise tech employers across the broader metro area. Major sponsors include Salesforce, HubSpot, and a dense cluster of B2B software companies headquartered or regionally staffed in New York City. Many of these employers have established visa sponsorship programs for qualified international candidates.
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Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description
Baker Tilly's NetSuite Solutions practice is one of the fastest-growing technology consulting groups in the firm. As an Oracle NetSuite partner operating under a Transaction Management Agreement (TMA), we sell both the NetSuite license and the implementation services that surround it, giving us a complete, differentiated offering in the mid-market ERP space.
We are seeking a Senior Associate of Client Success to join our experienced NetSuite Practice Client Success team within Baker Tilly's Professional Sales Organization (PSO). Leveraging the resources, tools, and expertise of the PSO, this role will collaborate closely with Client Success and NetSuite Practice colleagues to advance shared sales, client success, and growth objectives. The NetSuite Practice is part of Baker Tilly's Digital Advisory Services group.
This individual will be responsible for cultivating strong client relationships, supporting revenue growth within assigned accounts, coordinating cross-functional engagement, and contributing to continuous improvement across client success and sales operations processes.
Responsibilities
Client Relationship Management
- Develop and maintain trusted client relationships through intentional, scheduled engagement aligned with client tiering and business priorities.
- Assess client needs, communicate Baker Tilly's value proposition, solicit feedback, and connect clients with appropriate internal contacts and solution teams.
- Serve as a client liaison for escalated matters, coordinating with sales, service, product, PMO, consulting, and development teams to support a high-quality client experience.
- Build credibility with executive stakeholders, including CFOs, controllers, COOs, and IT leaders involved in ERP decisions.
- Promote high levels of client retention, reference ability, and client advocacy, including the development of client success stories where appropriate.
- Monitor assigned accounts for reference ability, support client satisfaction surveys, and track and help resolve support cases requiring escalation.
Revenue Growth & Account Strategy
- Develop and execute account strategies to expand recurring product revenue within assigned Baker Tilly client relationships.
- Identify, qualify, and scope client needs for NetSuite, Baker Tilly Subscription Billing, and complementary third-party software solutions.
- Identify and scope opportunities for Baker Tilly professional services, including managed services, consulting, and development support.
- Ensure renewal and upsell license transactions are processed accurately and in a timely manner.
- Serve as a pre-sales resource for clients, new leads, and prospects, as appropriate.
Communications, Marketing & Events
- Partner with sales and marketing to support client communications, newsletters, email campaigns, outreach, webinars, SuiteWorld participation, and other client-facing events.
- Collaborate with marketing to connect clients with co-branding opportunities, testimonials, case studies, and approved company marketing initiatives.
Data Integrity & Process Discipline
- Maintain complete and accurate account, contact, opportunity, activity, task, license, sales order, and customer tier data in Salesforce and other PSO-supported systems.
- Adhere to transaction processes, conduct audits of customer, contact, license, and tier records, and identify opportunities to improve internal workflows.
- Ensure activity, opportunity, and forecast data remain accurate, current, and aligned with pipeline reporting expectations.
- Effectively use Baker Tilly and PSO-supported sales and client engagement resources, including Salesforce, HighSpot, ZoomInfo, and other supported platforms.
- Support follow-up on escalated accounts receivable matters related to aging invoices and complete timely activity tracking and time entry.
Forecasting, Reporting & AI-Enabled Selling
- Provide clear, supportable commit and upside forecasts to assist practice leadership with planning, staffing, and hiring decisions.
- Use and contribute to the improvement of AI-enabled business development tools, including prospect research, scoring, outreach sequencing, and proposal generation capabilities.
- Provide reporting on metrics and key performance indicators for assigned clients, including:
- Business reviews completed in alignment with client tier categorization.
- Services project activity.
- Support services engagement, including on-demand support, optimization services, and premier support services.
- License revenue associated with assigned clients.
- Client renewal and retention rates.
- Product license upsell activity by client.
- Client satisfaction and engagement quality.
- Third-party partner engagement and related recurring or commission revenue.
Qualifications
- Bachelor’s degree preferred, or equivalent years of experience in lieu of a degree.
- 3 years minimum of related professional experience.
- Experience in technology or management consulting, customer success, IT engagement management, IT program management, or IT sales leadership.
- Experience managing client and stakeholder relationships at the executive level.
- Proven ability to guide clients through technology-related scoping, sales, and service delivery cycles.
- Experience with NetSuite, ERP platforms, Salesforce CRM, software renewals, and related business applications.
- Strong organizational, analytical, and detail-oriented capabilities.
- Ability to manage multiple priorities and detailed processes in a fast-paced environment.
- Excellent verbal, written, and presentation skills.
- Demonstrated ability to influence action and build consensus to achieve objectives.
- Ability to work effectively in remote, in-office, and hybrid environments, with occasional travel as needed.
- Ability to collaborate effectively with distributed teams.
The national pay rate range for this job position is $83,820 to $127,120. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.
The pay rate in CA is: $85,000 to $112,460
Overview
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description
Baker Tilly's NetSuite Solutions practice is one of the fastest-growing technology consulting groups in the firm. As an Oracle NetSuite partner operating under a Transaction Management Agreement (TMA), we sell both the NetSuite license and the implementation services that surround it, giving us a complete, differentiated offering in the mid-market ERP space.
We are seeking a Senior Associate of Client Success to join our experienced NetSuite Practice Client Success team within Baker Tilly's Professional Sales Organization (PSO). Leveraging the resources, tools, and expertise of the PSO, this role will collaborate closely with Client Success and NetSuite Practice colleagues to advance shared sales, client success, and growth objectives. The NetSuite Practice is part of Baker Tilly's Digital Advisory Services group.
This individual will be responsible for cultivating strong client relationships, supporting revenue growth within assigned accounts, coordinating cross-functional engagement, and contributing to continuous improvement across client success and sales operations processes.
Responsibilities
Client Relationship Management
- Develop and maintain trusted client relationships through intentional, scheduled engagement aligned with client tiering and business priorities.
- Assess client needs, communicate Baker Tilly's value proposition, solicit feedback, and connect clients with appropriate internal contacts and solution teams.
- Serve as a client liaison for escalated matters, coordinating with sales, service, product, PMO, consulting, and development teams to support a high-quality client experience.
- Build credibility with executive stakeholders, including CFOs, controllers, COOs, and IT leaders involved in ERP decisions.
- Promote high levels of client retention, reference ability, and client advocacy, including the development of client success stories where appropriate.
- Monitor assigned accounts for reference ability, support client satisfaction surveys, and track and help resolve support cases requiring escalation.
Revenue Growth & Account Strategy
- Develop and execute account strategies to expand recurring product revenue within assigned Baker Tilly client relationships.
- Identify, qualify, and scope client needs for NetSuite, Baker Tilly Subscription Billing, and complementary third-party software solutions.
- Identify and scope opportunities for Baker Tilly professional services, including managed services, consulting, and development support.
- Ensure renewal and upsell license transactions are processed accurately and in a timely manner.
- Serve as a pre-sales resource for clients, new leads, and prospects, as appropriate.
Communications, Marketing & Events
- Partner with sales and marketing to support client communications, newsletters, email campaigns, outreach, webinars, SuiteWorld participation, and other client-facing events.
- Collaborate with marketing to connect clients with co-branding opportunities, testimonials, case studies, and approved company marketing initiatives.
Data Integrity & Process Discipline
- Maintain complete and accurate account, contact, opportunity, activity, task, license, sales order, and customer tier data in Salesforce and other PSO-supported systems.
- Adhere to transaction processes, conduct audits of customer, contact, license, and tier records, and identify opportunities to improve internal workflows.
- Ensure activity, opportunity, and forecast data remain accurate, current, and aligned with pipeline reporting expectations.
- Effectively use Baker Tilly and PSO-supported sales and client engagement resources, including Salesforce, HighSpot, ZoomInfo, and other supported platforms.
- Support follow-up on escalated accounts receivable matters related to aging invoices and complete timely activity tracking and time entry.
Forecasting, Reporting & AI-Enabled Selling
- Provide clear, supportable commit and upside forecasts to assist practice leadership with planning, staffing, and hiring decisions.
- Use and contribute to the improvement of AI-enabled business development tools, including prospect research, scoring, outreach sequencing, and proposal generation capabilities.
- Provide reporting on metrics and key performance indicators for assigned clients, including:
- Business reviews completed in alignment with client tier categorization.
- Services project activity.
- Support services engagement, including on-demand support, optimization services, and premier support services.
- License revenue associated with assigned clients.
- Client renewal and retention rates.
- Product license upsell activity by client.
- Client satisfaction and engagement quality.
- Third-party partner engagement and related recurring or commission revenue.
Qualifications
- Bachelor’s degree preferred, or equivalent years of experience in lieu of a degree.
- 3 years minimum of related professional experience.
- Experience in technology or management consulting, customer success, IT engagement management, IT program management, or IT sales leadership.
- Experience managing client and stakeholder relationships at the executive level.
- Proven ability to guide clients through technology-related scoping, sales, and service delivery cycles.
- Experience with NetSuite, ERP platforms, Salesforce CRM, software renewals, and related business applications.
- Strong organizational, analytical, and detail-oriented capabilities.
- Ability to manage multiple priorities and detailed processes in a fast-paced environment.
- Excellent verbal, written, and presentation skills.
- Demonstrated ability to influence action and build consensus to achieve objectives.
- Ability to work effectively in remote, in-office, and hybrid environments, with occasional travel as needed.
- Ability to collaborate effectively with distributed teams.
The national pay rate range for this job position is $83,820 to $127,120. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.
The pay rate in CA is: $85,000 to $112,460
Customer Success Professional Job Roles in New York
See all 32+ Customer Success Professional Jobs in New York
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Search Customer Success Professional Jobs in New YorkCustomer Success Professional Jobs in New York: Frequently Asked Questions
Which companies sponsor visas for customer success professionals in New York?
Large enterprise software companies and fintech firms are among the most active sponsors in New York. Employers like Salesforce, Datadog, MongoDB, and Bloomberg have sponsored customer success roles in the state and have dedicated immigration support infrastructure. Mid-size SaaS companies in the New York metro area also sponsor, though their programs vary. Checking a company's H-1B visa disclosure data through the Department of Labor's public records is a reliable way to verify sponsorship history.
Which visa types are most common for customer success professional roles in New York?
The H-1B is the most common visa category for customer success professionals in New York, particularly for roles requiring a bachelor's degree in a relevant field such as business, communications, or information systems. USCIS classifies customer success positions as specialty occupations when the role requires applying specialized knowledge. Some candidates also use the O-1A for extraordinary ability, the L-1 visa for intracompany transfers, or maintain status through OPT or STEM OPT while transitioning to employer-sponsored petitions.
How to find customer success professional visa sponsorship jobs in New York?
Migrate Mate filters job listings specifically by visa sponsorship availability, making it straightforward to browse customer success professional roles in New York without sifting through postings from employers who don't sponsor. You can narrow results by location, role type, and sponsorship type. Because many New York employers don't advertise sponsorship explicitly in job postings, using a dedicated platform like Migrate Mate saves significant research time for international candidates.
Which cities in New York have the most customer success professional sponsorship jobs?
New York City, particularly Manhattan and parts of Brooklyn, accounts for the large majority of customer success sponsorship opportunities in the state. Midtown Manhattan hosts dense concentrations of enterprise software, media technology, and financial technology employers who hire customer success teams. Buffalo and Albany have a smaller but growing presence tied to regional tech initiatives, though the volume of sponsoring employers there is considerably lower than in the New York City metro area.
Are there any New York-specific considerations for customer success professionals seeking visa sponsorship?
New York employers must comply with Department of Labor prevailing wage requirements when sponsoring H-1B workers, which means offered compensation must meet federally determined wage levels for the specific role and location. New York City's high cost of living is reflected in those prevailing wage benchmarks. The state's concentration of financial services and enterprise technology employers also means customer success roles here often require domain-specific experience, which can strengthen an H-1B specialty occupation classification.
What is the prevailing wage for sponsored customer success professional 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.