Customer Success Representative Visa Sponsorship Jobs in New York
New York is one of the most active markets for customer success representative roles, with major employers across fintech, SaaS, media, and enterprise technology concentrated in Manhattan, Brooklyn, and the Hudson Valley. Companies like Salesforce, Verint, and numerous Series B through Series D startups regularly hire for these positions and have established visa sponsorship programs.
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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 Representative Job Roles in New York
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Search Customer Success Representative Jobs in New YorkCustomer Success Representative Jobs in New York: Frequently Asked Questions
Which companies sponsor visas for customer success representatives in New York?
Enterprise SaaS companies and fintech firms are the most consistent sponsors for customer success representative roles in New York. Companies like Salesforce, Verint, and Sprinklr have sponsored these positions in recent years. Large financial services technology firms headquartered in Manhattan also hire for client-facing success roles with sponsorship. Startups in the Series B and later stages tend to sponsor more selectively, typically when a candidate has highly specialized domain expertise.
Which visa types are most common for customer success representative roles in New York?
The H-1B visa is the most common visa for customer success representatives in New York, provided the role meets the specialty occupation standard, typically requiring a bachelor's degree in a directly related field such as business, communications, or information systems. Australian citizens may qualify for the E-3 visa, which follows a similar process but has no lottery. Candidates already holding OPT or STEM OPT authorization are often prioritized by New York employers because sponsorship is deferred.
Which cities in New York have the most customer success representative sponsorship jobs?
Manhattan accounts for the majority of customer success representative sponsorship jobs in New York, particularly in the Midtown and Flatiron districts where SaaS and fintech companies cluster. Brooklyn has grown as a secondary hub, especially for mid-size technology companies. Buffalo and Rochester have a smaller but steady market driven by regional enterprise software firms and healthcare technology companies. Remote-eligible roles listed under a New York office address also appear frequently in the state's sponsorship data.
How to find customer success representative visa sponsorship jobs in New York?
Migrate Mate filters job listings specifically for visa sponsorship eligibility, making it straightforward to search customer success representative roles in New York without sorting through positions that do not sponsor. You can filter by state and role type to see which New York employers are actively hiring and sponsoring. Because sponsorship availability is not always stated in standard job postings, using a platform built around sponsorship data saves significant time in the search process.
Are there any New York-specific considerations for customer success representative visa sponsorship?
New York employers filing H-1B petitions for customer success representatives must meet the Department of Labor prevailing wage requirement for the role in the New York metropolitan area, which is among the higher wage benchmarks nationally given the cost of living. The state's concentration of financial services and regulated industries also means some customer success roles require additional background checks or licensing that can affect onboarding timelines for sponsored candidates. Candidates from universities in the SUNY and CUNY systems with OPT authorization frequently enter the New York customer success job market through campus recruiting pipelines.
What is the prevailing wage for sponsored customer success representative 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.