Customer Success Analyst Jobs in USA with Visa Sponsorship
Customer Success Analyst roles are among the more sponsorship-accessible positions in the U.S., employers routinely file H-1B visa and E-3 visa petitions for analysts with degrees in business, information systems, or a related field. Most roles qualify as specialty occupations when tied to data analysis or technical account management. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsAbout Luma Financial Technologies
Founded in 2018, Luma Financial Technologies (“Luma”) has pioneered a cutting-edge fintech software platform that has been adopted by broker/dealer firms, RIA offices, and private banks around the world. By using Luma, institutional and retail investors have a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently learn about, research, purchase, and manage alternative investments as well as annuities. Luma gives these users the ability to oversee the full, end-to-end process lifecycle by offering a suite of solutions. These include education resources and training materials; creation and pricing of custom structured products; electronic order entry; and post-trade management. By prioritizing transparency and ease of use, Luma is a multi-issuer, multi-wholesaler, and multi-product option that advisors can utilize to best meet their clients’ specific portfolio needs. Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Miami, FL, Zurich, Switzerland and Lisbon, Portugal.
About the role
As a Customer Success Analyst (CSA), you will play a key supporting role in helping our clients realize the value of our platform. The primary responsibility of this role is to ensure client success, adoption, and value realization directly to advisors affiliated with our enterprise clients. Luma has evolved into a multi-solution (SKU) platform, where our CSAs will provide support across all SKUs. Working closely with the Customer Success Manager and cross-functional teams, you will assist with onboarding, training, and day-to-day customer requests to ensure a seamless and positive client experience. This role is ideal for someone who is detail-oriented, proactive, and passionate about helping customers succeed. You’ll help champion Luma’s value throughout the client journey—from onboarding and implementation to ongoing engagement—ensuring clients feel supported every step of the way.
Advisor Support & Task Execution
- Serve as a frontline contact for customer (Advisor) inquiries via email, calls, or support channels, ensuring prompt and accurate responses.
- Triage incoming issues and work with internal teams to ensure resolution, escalating more complex items to the CSM or appropriate team.
- Maintain detailed records of customer interactions and ensure support tickets are tracked and closed efficiently while meeting SLAs.
- Support platform troubleshooting, including login issues, navigation help, and feature-related questions.
Advisor Onboarding & Implementation Support
- Coordinate setup tasks for new clients, including account configuration, data entry, and internal checklist management.
- Support the CSM during onboarding calls and training sessions by documenting client goals and tracking follow-ups.
- Prepare onboarding materials and assist with delivering platform walkthroughs and support documentation.
- Ensure timely completion of onboarding milestones and escalate delays or issues to the CSM.
Advisor Engagement & Insights
- Monitor customer usage and engagement metrics to identify accounts that may need attention and reengagement.
- Support the creation of periodic client summaries and usage reports to guide business reviews.
- Assist in preparing Net Promoter Score (“NPS”), Customer Satisfaction (“CSAT”), or onboarding feedback surveys, compiling results, and providing key trends.
- Document FAQs, help center content, and support guides based on recurring client inquiries, to build our Knowledge Base.
Internal Coordination & Process Improvement
- Collaborate with Product, Support, and Sales teams to support customer requests and project timelines.
- Help identify process inefficiencies in onboarding and support workflows and suggest improvements.
- Support CSM with CRM updates, meeting prep, and internal reporting dashboards.
What Success Looks Like:
Customer Satisfaction & Responsiveness:
- Customer Satisfaction Score (CSAT): Target satisfaction score of 90, post-engagement on customer surveys to gather actionable feedback.
- Net Promoter Score (NPS): Target satisfaction score of 90 rate post-engagement on customer surveys to gather actionable feedback.
- Onboarding: Support a seamless onboarding experience with 100% checklist completion within target timelines.
Support & Issue Resolution:
- First Contact Resolution: > 75% of issues resolved in the first touch.
- Time to Resolution: < 2 business days average; < 1 day for critical issues.
- First Response Time: < 4 hours for 95% of advisor support requests.
- First Response Time: Respond to customer inquiries within SLA (e.g., 1 business day) with accuracy and professionalism.
- Reopened Tickets: < 10% of total tickets should be reopened or follow-ups on the same issue.
- Backlog Aging (Open > 7 days): < 5% of open cases remain unresolved after 7 business days.
- Ticket/Case Resolution per CSA: 20-90 advisor cases or requests resolved weekly (depends on complexity of product).
Platform Support:
- Knowledge Base Contribution: 1+ article/update per CSA per month to improve enablement or reduce support friction.
- Data Capture: Ensure client data is entered accurately and updated in a timely manner across CRM and support systems (e.g. Jira).
- Client Escalation: Proactively flag customer risks to Customer Success Manager (CSM) and/or Company Relationship Manager (RM) before issues escalate.
Operational Efficiency & Impact:
- Turn around client requests and tasks with consistent timeliness (e.g., 95% of tasks completed within SLA).
- Reduce average ticket handling time through improved internal processes and documentation.
- Assist in maintaining or improving onboarding time to value for new customers.
Qualifications
- 1-2 years of experience in a client-facing or operations role, ideally in SaaS or financial services.
- Strong organizational skills and attention to detail, with the ability to manage multiple requests at once.
- Excellent written and verbal communication skills.
- Customer-first mindset with a desire to solve problems and provide a great experience.
- Basic understanding of CRMs or support platforms (e.g., Salesforce, Zendesk, HubSpot) preferred.
- Ability to work well in a fast-paced, collaborative team environment.
The pay range for this role is:
-
70,000 - 85,000 USD per year (New York)
-
65,000 - 75,000 USD per year (Cincinnati)
About Luma Financial Technologies
Founded in 2018, Luma Financial Technologies (“Luma”) has pioneered a cutting-edge fintech software platform that has been adopted by broker/dealer firms, RIA offices, and private banks around the world. By using Luma, institutional and retail investors have a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently learn about, research, purchase, and manage alternative investments as well as annuities. Luma gives these users the ability to oversee the full, end-to-end process lifecycle by offering a suite of solutions. These include education resources and training materials; creation and pricing of custom structured products; electronic order entry; and post-trade management. By prioritizing transparency and ease of use, Luma is a multi-issuer, multi-wholesaler, and multi-product option that advisors can utilize to best meet their clients’ specific portfolio needs. Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Miami, FL, Zurich, Switzerland and Lisbon, Portugal.
About the role
As a Customer Success Analyst (CSA), you will play a key supporting role in helping our clients realize the value of our platform. The primary responsibility of this role is to ensure client success, adoption, and value realization directly to advisors affiliated with our enterprise clients. Luma has evolved into a multi-solution (SKU) platform, where our CSAs will provide support across all SKUs. Working closely with the Customer Success Manager and cross-functional teams, you will assist with onboarding, training, and day-to-day customer requests to ensure a seamless and positive client experience. This role is ideal for someone who is detail-oriented, proactive, and passionate about helping customers succeed. You’ll help champion Luma’s value throughout the client journey—from onboarding and implementation to ongoing engagement—ensuring clients feel supported every step of the way.
Advisor Support & Task Execution
- Serve as a frontline contact for customer (Advisor) inquiries via email, calls, or support channels, ensuring prompt and accurate responses.
- Triage incoming issues and work with internal teams to ensure resolution, escalating more complex items to the CSM or appropriate team.
- Maintain detailed records of customer interactions and ensure support tickets are tracked and closed efficiently while meeting SLAs.
- Support platform troubleshooting, including login issues, navigation help, and feature-related questions.
Advisor Onboarding & Implementation Support
- Coordinate setup tasks for new clients, including account configuration, data entry, and internal checklist management.
- Support the CSM during onboarding calls and training sessions by documenting client goals and tracking follow-ups.
- Prepare onboarding materials and assist with delivering platform walkthroughs and support documentation.
- Ensure timely completion of onboarding milestones and escalate delays or issues to the CSM.
Advisor Engagement & Insights
- Monitor customer usage and engagement metrics to identify accounts that may need attention and reengagement.
- Support the creation of periodic client summaries and usage reports to guide business reviews.
- Assist in preparing Net Promoter Score (“NPS”), Customer Satisfaction (“CSAT”), or onboarding feedback surveys, compiling results, and providing key trends.
- Document FAQs, help center content, and support guides based on recurring client inquiries, to build our Knowledge Base.
Internal Coordination & Process Improvement
- Collaborate with Product, Support, and Sales teams to support customer requests and project timelines.
- Help identify process inefficiencies in onboarding and support workflows and suggest improvements.
- Support CSM with CRM updates, meeting prep, and internal reporting dashboards.
What Success Looks Like:
Customer Satisfaction & Responsiveness:
- Customer Satisfaction Score (CSAT): Target satisfaction score of 90, post-engagement on customer surveys to gather actionable feedback.
- Net Promoter Score (NPS): Target satisfaction score of 90 rate post-engagement on customer surveys to gather actionable feedback.
- Onboarding: Support a seamless onboarding experience with 100% checklist completion within target timelines.
Support & Issue Resolution:
- First Contact Resolution: > 75% of issues resolved in the first touch.
- Time to Resolution: < 2 business days average; < 1 day for critical issues.
- First Response Time: < 4 hours for 95% of advisor support requests.
- First Response Time: Respond to customer inquiries within SLA (e.g., 1 business day) with accuracy and professionalism.
- Reopened Tickets: < 10% of total tickets should be reopened or follow-ups on the same issue.
- Backlog Aging (Open > 7 days): < 5% of open cases remain unresolved after 7 business days.
- Ticket/Case Resolution per CSA: 20-90 advisor cases or requests resolved weekly (depends on complexity of product).
Platform Support:
- Knowledge Base Contribution: 1+ article/update per CSA per month to improve enablement or reduce support friction.
- Data Capture: Ensure client data is entered accurately and updated in a timely manner across CRM and support systems (e.g. Jira).
- Client Escalation: Proactively flag customer risks to Customer Success Manager (CSM) and/or Company Relationship Manager (RM) before issues escalate.
Operational Efficiency & Impact:
- Turn around client requests and tasks with consistent timeliness (e.g., 95% of tasks completed within SLA).
- Reduce average ticket handling time through improved internal processes and documentation.
- Assist in maintaining or improving onboarding time to value for new customers.
Qualifications
- 1-2 years of experience in a client-facing or operations role, ideally in SaaS or financial services.
- Strong organizational skills and attention to detail, with the ability to manage multiple requests at once.
- Excellent written and verbal communication skills.
- Customer-first mindset with a desire to solve problems and provide a great experience.
- Basic understanding of CRMs or support platforms (e.g., Salesforce, Zendesk, HubSpot) preferred.
- Ability to work well in a fast-paced, collaborative team environment.
The pay range for this role is:
-
70,000 - 85,000 USD per year (New York)
-
65,000 - 75,000 USD per year (Cincinnati)
See all 1,282+ Customer Success Analyst Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Customer Success Analyst roles.
Get Access To All JobsTips for Finding Visa Sponsorship as a Customer Success Analyst
Lead with your analytical tools
Employers sponsoring Customer Success Analysts expect proficiency in tools like Salesforce, SQL, or Tableau. Highlighting specific platforms on your resume signals technical depth, which strengthens the specialty occupation argument USCIS requires for H-1B approval.
Target companies with existing H-1B filings
Companies that have sponsored Customer Success or account management roles before are far more likely to do it again. Check Department of Labor LCA disclosure data to identify employers with a track record of sponsoring analysts in this function.
Connect your degree field to the role explicitly
USCIS scrutinizes whether your degree aligns with the specific job. A business analytics or information systems degree maps cleanly to this title. Make sure your resume reflects that connection clearly, not just your job duties.
Engage SaaS and enterprise software companies first
Technology companies with complex products, particularly SaaS businesses, sponsor Customer Success Analysts at higher rates. Their roles carry stronger specialty occupation arguments because the work requires domain-specific technical and analytical knowledge.
Raise sponsorship before the offer stage
Waiting until you have an offer to mention visa needs creates friction and sometimes loses the role. Mentioning sponsorship requirements early in conversations with recruiters filters for willing employers and avoids wasting time on companies that cannot help.
Browse sponsorship-open roles on Migrate Mate
Most general job boards do not filter by visa sponsorship availability. Migrate Mate lists Customer Success Analyst roles where employers have confirmed openness to sponsoring international candidates, saving you significant time in your search.
Frequently Asked Questions
Does a Customer Success Analyst role qualify for H-1B sponsorship?
Yes, in most cases, but the job description needs to demonstrate that a specific bachelor's degree is required, not just preferred. Roles that involve data analysis, CRM systems, or technical onboarding tend to clear this bar more easily than generalist account coordination positions. USCIS has approved thousands of petitions under this title.
What degree do I need to get sponsored as a Customer Success Analyst?
A bachelor's degree in business administration, information systems, computer science, marketing analytics, or a closely related field is the most common pathway. The key is that your degree field must logically connect to the technical and analytical duties in the specific role description, a general arts degree is unlikely to satisfy USCIS without substantial relevant experience.
How do I find Customer Success Analyst jobs that offer visa sponsorship?
Most job boards mix sponsored and non-sponsored listings without any filter, making it hard to tell which employers are actually open to international candidates. Migrate Mate focuses specifically on roles where sponsorship is available, so you can search Customer Success Analyst positions without sifting through companies that will reject you at the offer stage.
Are Australian citizens eligible for the E-3 visa in a Customer Success Analyst role?
Yes, and it's often a faster and more reliable path than the H-1B visa. The E-3 visa has no lottery, no annual cap pressures in practice, and renews indefinitely in two-year increments. The same specialty occupation standard applies, your degree needs to align with the role, but approvals for analyst-level positions are generally straightforward for qualified candidates.
Does prior work experience substitute for a degree in Customer Success Analyst sponsorship cases?
It can. USCIS allows three years of specialized work experience to substitute for one year of bachelor's-level education. If you have no degree, you'd typically need around 12 years of relevant experience, a high bar. A two-year associate's degree paired with six years of directly relevant experience is a more realistic pathway and has been approved in similar roles.
What is the prevailing wage requirement for sponsored Customer Success Analyst jobs?
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.