Customer Success Director Jobs in USA with Visa Sponsorship
Customer Success Director roles attract H-1B visa and O-1 visa sponsorship from SaaS, fintech, and enterprise software companies. These positions qualify as specialty occupations requiring a bachelor's degree in business, communications, or a related field, making visa approval straightforward for qualified candidates. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsWho are we?
At Finastra, we’re a global leader in financial services software, dedicated to expanding access to financial services and shaping what’s next for the industry. Our technology powers mission‑critical solutions across Lending, Payments and Universal Banking, supporting over 7,000 customers, including 80% of the world’s top 50 banks, in more than 110 countries.
What will you contribute?
The Senior Customer Success Manager, Corporate Lending is responsible for executing Customer Success strategy across a defined portfolio, region, or segment within Finastra’s Corporate Lending business (Loan IQ, Trade, Corporate Channels).
This role is accountable for delivering customer outcomes at scale, driving adoption, retention, and renewal readiness - while operationalizing a consistent, metric-driven Customer Success model. This role acts as a senior point of escalation for customers and internal teams, while also owning the success blueprint for a portfolio of strategic customers.
Responsibilities & Deliverables:
Customer Outcomes & Portfolio Delivery
- Drive adoption, value realization, and customer outcomes across assigned portfolio
- Ensure consistent execution of Customer Success Plans aligned to customer objectives
- Monitor customer health, usage trends, and outcome attainment at a portfolio level
- Act as escalation owner for high-risk or high-impact customer issues
- Serve as executive sponsor for selected strategic accounts
- Identify and manage risks proactively. Orchestrate resolution process for escalations, working with & mediating internal teams to track, manage and resolve these in a timely and professional manner
Customer Engagement & Experience
- Develop and execute Customer Success Action Plans for assigned accounts
- Lead structured engagement models including onboarding, success reviews, and executive business reviews
- Ensure a consistent and high-quality experience across all customer interactions
- Provide clear visibility to customers and leadership on progress, risks, and next steps
- Drive improvements in time-to-value and customer lifecycle effectiveness
- Provide visibility into performance, risks, and upcoming steps
Retention & Renewal Execution
- Own customer health performance across the assigned segment
- Proactively identify and mitigate churn risk using structured health frameworks
- In conjunction with sales ensure customers are prepared for renewals through value demonstration and stakeholder alignment
- Partner with Sales on renewal execution and forecasting, providing insight and risk assessments
Customer Transformation
- Lead Customer Success engagement for platform modernization initiatives (e.g., cloud adoption, platform upgrades, product consolidation)
- Ensure customers successfully transition from legacy deployments to modern, SaaS-enabled platforms
- Drive adoption of new product capabilities and AI functionality across the customer base
- Partner with Professional Services and Product teams to support migration, implementation, and post-go-live adoption
- Identify transformation risks (technical, operational, stakeholder) and drive mitigation actions
- Track and report value realization from transformation programs, linking adoption to business outcomes
Change Management & Adoption
- Establish structured approaches to customer change management and adoption (stakeholder alignment, communications, enablement)
- Act as thought leader for Customer Success community actively driving end-user adoption, behavioral change, and process alignment
- Support customers in navigating organizational, operational, and regulatory impacts of platform change
- Reinforce adoption through health metrics, usage tracking, and targeted interventions
Cross-Functional Collaboration
- Partner with Product, Engineering, Support, and Professional Services to resolve customer issues
- Provide structured customer feedback to inform product improvements
- Act as a key interface between Customer Success and the wider Lending organization
- Support alignment across customer lifecycle functions to ensure a unified experience
- Contribute to internal knowledge sharing and enablement sessions within Customer Success team and the wider business
- Communicate process/tools/systems improvement opportunities to the Customer Success Operations team
Expansion & Commercial Support
- Serve as the primary post sales point of contact and trusted advisor
- Recognize & communicate the value of additional Finastra solutions in line with customer strategic priorities
- Identify expansion opportunities across Lending solutions within the portfolio
- Support Sales in upsell and cross-sell execution through customer insight and opportunity development and work in partnership to deliver
- Ensure services, success and support teams are aligned to commercial priorities and opportunities
- Contribute to Net Revenue Retention through strong customer engagement and value delivery
Key Metrics of Success
- Customer adoption and health (portfolio level)
- Gross retention and churn reduction
- Renewal readiness and forecast accuracy
- Customer satisfaction (NPS / CSAT)
- Time-to-value and onboarding effectiveness
- Engagement effectiveness across high-touch and scaled models
Requirements & Qualifications:
Core Experience
- 8–12 years of experience in Customer Success, Account Management, or Client Services (enterprise SaaS)
- 3–5 years in people leadership or team management roles
- Proven ability to manage complex customer portfolios and drive retention outcomes
- Background in financial services, lending, or trade finance
Preferred Qualifications
- Experience with corporate lending platforms (Loan IQ, Trade, Corporate Channels)
- Familiarity with Customer Success tooling and digital engagement models
- Exposure to SaaS transformation, cloud migration, or platform modernization
Leadership & Capability
- Strong stakeholder management, including executive customer engagement
- Experience operating within structured, metrics-driven Customer Success models
- Strong analytical skills, with experience using customer health and usage data
- Effective communication and presentation skills across technical and business audiences
This is a hybrid position with 2 days/week in office requirement (Sandy Springs, Atlanta).
We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we stand for:
Flexibility: Enjoy unlimited vacation, subject to local regulations and business priorities. Benefit from hybrid working arrangements and inclusive policies such as paid time off for voting, bereavement, and sick leave.
Well-being: Access confidential one-to-one support through our Employee Assistance Program, connect with our network of Wellbeing Champions and Gather Groups, and take part in monthly events and initiatives designed to help you thrive—inside and outside of work.
Health & Financial Security: Medical, life and disability insurance, retirement plans, lifestyle, and other benefits.*
Sustainability: Paid time off for volunteering and donation-matching opportunities to support causes that matter to you.
Inclusion: Get involved in our inclusion communities, such as Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, and Women@Finastra—open to everyone who wants to participate and contribute.
Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.
Recognition: Take part in our global recognition program, Finastra Celebrates, and share your voice through regular employee surveys that help shape our culture and ways of working.
- Specific benefits may vary by location.
At Finastra, each individual is unique—bringing their own ideas, perspectives, cultural backgrounds, and experiences. We learn from one another, value what makes us different, and create an environment where everyone feels included, supported, and able to be their authentic selves.
Be unique. Be exceptional. Help us make a difference at Finastra.
Applicants for this position need to be located in posted location or their immediate surrounding areas. Due to the requirements of this position, this job posting is not available for, and Finastra will not be considering any applicants who currently reside in New York City or California.
Who are we?
At Finastra, we’re a global leader in financial services software, dedicated to expanding access to financial services and shaping what’s next for the industry. Our technology powers mission‑critical solutions across Lending, Payments and Universal Banking, supporting over 7,000 customers, including 80% of the world’s top 50 banks, in more than 110 countries.
What will you contribute?
The Senior Customer Success Manager, Corporate Lending is responsible for executing Customer Success strategy across a defined portfolio, region, or segment within Finastra’s Corporate Lending business (Loan IQ, Trade, Corporate Channels).
This role is accountable for delivering customer outcomes at scale, driving adoption, retention, and renewal readiness - while operationalizing a consistent, metric-driven Customer Success model. This role acts as a senior point of escalation for customers and internal teams, while also owning the success blueprint for a portfolio of strategic customers.
Responsibilities & Deliverables:
Customer Outcomes & Portfolio Delivery
- Drive adoption, value realization, and customer outcomes across assigned portfolio
- Ensure consistent execution of Customer Success Plans aligned to customer objectives
- Monitor customer health, usage trends, and outcome attainment at a portfolio level
- Act as escalation owner for high-risk or high-impact customer issues
- Serve as executive sponsor for selected strategic accounts
- Identify and manage risks proactively. Orchestrate resolution process for escalations, working with & mediating internal teams to track, manage and resolve these in a timely and professional manner
Customer Engagement & Experience
- Develop and execute Customer Success Action Plans for assigned accounts
- Lead structured engagement models including onboarding, success reviews, and executive business reviews
- Ensure a consistent and high-quality experience across all customer interactions
- Provide clear visibility to customers and leadership on progress, risks, and next steps
- Drive improvements in time-to-value and customer lifecycle effectiveness
- Provide visibility into performance, risks, and upcoming steps
Retention & Renewal Execution
- Own customer health performance across the assigned segment
- Proactively identify and mitigate churn risk using structured health frameworks
- In conjunction with sales ensure customers are prepared for renewals through value demonstration and stakeholder alignment
- Partner with Sales on renewal execution and forecasting, providing insight and risk assessments
Customer Transformation
- Lead Customer Success engagement for platform modernization initiatives (e.g., cloud adoption, platform upgrades, product consolidation)
- Ensure customers successfully transition from legacy deployments to modern, SaaS-enabled platforms
- Drive adoption of new product capabilities and AI functionality across the customer base
- Partner with Professional Services and Product teams to support migration, implementation, and post-go-live adoption
- Identify transformation risks (technical, operational, stakeholder) and drive mitigation actions
- Track and report value realization from transformation programs, linking adoption to business outcomes
Change Management & Adoption
- Establish structured approaches to customer change management and adoption (stakeholder alignment, communications, enablement)
- Act as thought leader for Customer Success community actively driving end-user adoption, behavioral change, and process alignment
- Support customers in navigating organizational, operational, and regulatory impacts of platform change
- Reinforce adoption through health metrics, usage tracking, and targeted interventions
Cross-Functional Collaboration
- Partner with Product, Engineering, Support, and Professional Services to resolve customer issues
- Provide structured customer feedback to inform product improvements
- Act as a key interface between Customer Success and the wider Lending organization
- Support alignment across customer lifecycle functions to ensure a unified experience
- Contribute to internal knowledge sharing and enablement sessions within Customer Success team and the wider business
- Communicate process/tools/systems improvement opportunities to the Customer Success Operations team
Expansion & Commercial Support
- Serve as the primary post sales point of contact and trusted advisor
- Recognize & communicate the value of additional Finastra solutions in line with customer strategic priorities
- Identify expansion opportunities across Lending solutions within the portfolio
- Support Sales in upsell and cross-sell execution through customer insight and opportunity development and work in partnership to deliver
- Ensure services, success and support teams are aligned to commercial priorities and opportunities
- Contribute to Net Revenue Retention through strong customer engagement and value delivery
Key Metrics of Success
- Customer adoption and health (portfolio level)
- Gross retention and churn reduction
- Renewal readiness and forecast accuracy
- Customer satisfaction (NPS / CSAT)
- Time-to-value and onboarding effectiveness
- Engagement effectiveness across high-touch and scaled models
Requirements & Qualifications:
Core Experience
- 8–12 years of experience in Customer Success, Account Management, or Client Services (enterprise SaaS)
- 3–5 years in people leadership or team management roles
- Proven ability to manage complex customer portfolios and drive retention outcomes
- Background in financial services, lending, or trade finance
Preferred Qualifications
- Experience with corporate lending platforms (Loan IQ, Trade, Corporate Channels)
- Familiarity with Customer Success tooling and digital engagement models
- Exposure to SaaS transformation, cloud migration, or platform modernization
Leadership & Capability
- Strong stakeholder management, including executive customer engagement
- Experience operating within structured, metrics-driven Customer Success models
- Strong analytical skills, with experience using customer health and usage data
- Effective communication and presentation skills across technical and business audiences
This is a hybrid position with 2 days/week in office requirement (Sandy Springs, Atlanta).
We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we stand for:
Flexibility: Enjoy unlimited vacation, subject to local regulations and business priorities. Benefit from hybrid working arrangements and inclusive policies such as paid time off for voting, bereavement, and sick leave.
Well-being: Access confidential one-to-one support through our Employee Assistance Program, connect with our network of Wellbeing Champions and Gather Groups, and take part in monthly events and initiatives designed to help you thrive—inside and outside of work.
Health & Financial Security: Medical, life and disability insurance, retirement plans, lifestyle, and other benefits.*
Sustainability: Paid time off for volunteering and donation-matching opportunities to support causes that matter to you.
Inclusion: Get involved in our inclusion communities, such as Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, and Women@Finastra—open to everyone who wants to participate and contribute.
Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.
Recognition: Take part in our global recognition program, Finastra Celebrates, and share your voice through regular employee surveys that help shape our culture and ways of working.
- Specific benefits may vary by location.
At Finastra, each individual is unique—bringing their own ideas, perspectives, cultural backgrounds, and experiences. We learn from one another, value what makes us different, and create an environment where everyone feels included, supported, and able to be their authentic selves.
Be unique. Be exceptional. Help us make a difference at Finastra.
Applicants for this position need to be located in posted location or their immediate surrounding areas. Due to the requirements of this position, this job posting is not available for, and Finastra will not be considering any applicants who currently reside in New York City or California.
See all 7,967+ Customer Success Director Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Customer Success Director roles.
Get Access To All JobsTips for Finding Customer Success Director Jobs
Target SaaS and enterprise software employers
Companies with recurring revenue models depend on customer retention, making Customer Success Directors mission-critical hires. These employers sponsor H-1B visas regularly and have established immigration counsel, which speeds up the LCA and petition process considerably.
Emphasize revenue retention in your application
Sponsoring employers need to justify the hire to USCIS. Quantify your impact on net revenue retention, churn reduction, and expansion revenue. Concrete metrics make the specialty occupation argument stronger and give your employer confidence in sponsoring.
Confirm your degree field aligns with the role
USCIS expects a degree in business administration, marketing, communications, or a directly related field. A computer science degree can qualify for technical customer success roles. Mismatches between your degree and job duties are a common denial trigger.
Ask about cap-exempt employers if you missed the H-1B lottery
Universities, nonprofit research organizations, and some healthcare systems are cap-exempt, meaning they can file H-1B petitions year-round without lottery risk. Customer success roles exist at these institutions, particularly in edtech and health IT adjacent organizations.
Understand your E-3 or TN eligibility before applying
Australian citizens qualify for the E-3 visa, which has no lottery and processes in weeks. Canadian and Mexican nationals may qualify under TN status. Both pathways are faster and simpler than H-1B for eligible candidates in this role.
Get your LCA certified before your start date
Your employer must file a Labor Condition Application with the Department of Labor before submitting your H-1B petition. This typically takes seven to ten business days. Build this timeline into your job offer negotiations to avoid gaps in your work authorization.
Frequently Asked Questions
Does a Customer Success Director role qualify as an H-1B specialty occupation?
Yes, Customer Success Director consistently qualifies as a specialty occupation because the role requires at minimum a bachelor's degree in business, marketing, communications, or a related field. USCIS looks at whether the position is complex enough to require specialized knowledge. Director-level customer success roles managing enterprise accounts, leading teams, and owning retention strategy meet that bar. Generic or entry-level customer service roles are more likely to face challenges.
Which visa types do Customer Success Directors typically get sponsored for?
H-1B visa is the most common pathway, but it involves an annual lottery. Australian citizens should prioritize the E-3 visa, which has no lottery, processes quickly at consulates, and allows unlimited two-year renewals. Canadian and Mexican nationals may qualify for TN visa status under NAFTA-successor rules. O-1A is an option for candidates with documented recognition, such as industry awards, speaking engagements, or published work in the field.
How do I find Customer Success Director jobs that offer visa sponsorship?
Most job postings don't explicitly advertise visa sponsorship, so filtering by sponsorship willingness manually is time-consuming and unreliable. Migrate Mate surfaces Customer Success Director roles from employers who actively sponsor work visas, so you're not wasting applications on companies that won't support your immigration. Filtering by visa type and role level on Migrate Mate gives you a focused list of realistic opportunities.
Does my degree field matter for H-1B approval in a Customer Success Director role?
It matters significantly. USCIS expects a direct relationship between your degree field and your job duties. A business administration or marketing degree maps cleanly to customer success work. A degree in an unrelated field, like engineering or history, requires a stronger argument that your coursework or subsequent experience bridges the gap. Technical customer success roles supporting software products can sometimes accommodate computer science degrees, but the connection must be documented clearly in the petition.
Can I switch employers mid-visa on an H-1B as a Customer Success Director?
Yes. H-1B portability lets you move to a new employer once your new employer files an H-1B transfer petition, without waiting for approval. You can start the new job immediately after filing as long as your previous H-1B was lawfully approved and you haven't violated your status. The new employer handles the transfer petition, and the process typically takes two to four weeks to file, though premium processing can cut that to 15 business days.
What is the prevailing wage requirement for sponsored Customer Success Director 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.