Customer Success Manager

WHO WE ARE

Easyvest is not your average fintech. For over a decade, we’ve been quietly dismantling the Belgian pension status quo — and now we’re ready to go loud.

We manage more than €450 million in assets for 6,000+ clients. In 2024, Belfius Insurance and SFPIM invested €13 million in us to accelerate our corporate pension mission. Our approach? A pension plan that is more transparent and delivers better financial results than the traditional insurance products still sold by incumbents.

The legal pension is under pressure. Supplementary pensions are no longer a nice-to-have: they’re becoming essential. We’ve won clients over. Now we need someone to keep them, grow them, and turn them into advocates.

YOUR MISSION

We’re looking for a rare profile: a farmer at heart, someone who grows relationships patiently rather than chasing new ones, with sharp process instincts and enough domain knowledge in pensions and employee benefits to be a genuine trusted advisor, not just a relationship manager who sends check-in emails.

You’ll own the post-sales client experience end to end.

You’ll make sure every employer who joins Easyvest understands the full value of what they’ve signed up for, stays engaged, and never thinks of leaving. You’ll also build the infrastructure that makes this scalable: playbooks, decks, models, processes.

This is not a passive role. Our clients are HR directors, CFOs and company owners. They’re busy, they ask tough questions, and they need someone who can keep up.

WHAT YOU OWN

You are the client's single point of contact after the sale — from onboarding through renewal — and the internal voice that makes sure their needs shape how Easyvest builds and communicates:

• Own the client relationship end to end: onboard new clients (onsite or via webinar), ensure a smooth start with full access to our apps, and run structured check-ins with HR administrators — becoming their trusted go-to person at Easyvest.
• Champion pension and financial literacy: organise and facilitate Easylunch sessions for clients' employees, and deliver financial education and product training to employees, HR teams and client SPOCs, including the articles and content that support it.
• Support our indirect sales channels with clear communication, training and ongoing assistance.
• Grow the client base: facilitate cross-selling across our product range (EIP – Employee Insurance Plan – and Pension), proactively follow up on pension reserves transfer requests so nothing slips through the cracks, and identify upsell and cross-sell opportunities in collaboration with the sales team.
• Build the Customer Success playbook from scratch — presentation decks, content materials and Excel models that make complex pension topics simple.
• Be the voice of the client internally: feed client insights back to Product, Sales, Compliance and Marketing to continuously improve the platform and how we communicate.

WHO YOU ARE

• You’ve spent a few years in account management, customer success, HR consulting, or employee benefits, and you’ve realised that most client relationships stop at onboarding. You want to be the person who makes them last.
• You love processes. You love designing a client journey, mapping the touchpoints, building the deck, running the session — and then refining it until it’s perfect. You’re proactive by nature: you don’t wait for clients to come to you with problems.
• You also know your way around pensions and employee benefits. You can explain a group insurance plan, an EIP, or an RTR feature to an HR director without losing them in jargon. That combination of domain expertise, client empathy and process rigour is exactly what we need.

WHAT YOU BRING

• 3+ years of experience in customer success, account management, HR consulting, or employee benefits
• Working knowledge of Belgian pension and C&B frameworks: group insurance, EIP, VAPZ, IPT, salary structures
• Working knowledge of, and/or interest in, ETF investing
• A farmer mindset: you grow relationships patiently, proactively, and with genuine care for the client’s outcomes
• Strong process design skills: you can build a client success playbook, a structured check-in cadence, or an Excel model from scratch
• Excellent presentation and facilitation skills: confident building and presenting in PowerPoint to run impactful sessions with HR teams or groups of employees
• Meticulous follow-up discipline: you track every open item and close every loop
• Native Dutch + professional English (French is a strong plus, especially for our Brussels-based clients)
• Comfort working in a fast-moving startup where you help define the role as you go
• Tech-savviness: comfortable using all relevant Microsoft 365 tools as well as AI engines like ChatGPT and/or Claude

Bonus points for:

• Experience with HR admin tools, pension platforms, or digital insurance products
• Background in fintech or insurtech,
• Existing network among Belgian HR professionals or employee benefits specialists
  

WHAT YOU GET

• Hybrid full-time employment contract in Ixelles, Brussels
• Competitive base salary + bonus plan + Employee Stock Options + full benefits
• Work directly with the founding team: no multiple management layers, no bureaucracy
• Build something from scratch: the Customer Success function at Easyvest is yours to shape
• Make a tangible impact on the financial futures of thousands of Belgian employees
• Join one of Belgium’s most ambitious fintechs at exactly the right moment
• Be part of a tight-knit, high-performing team that takes the mission seriously, and still knows how to have fun