Customer Success Executive
Monest Capital · Barcelona, Catalonia, Spain
- Hybrid
- Full-time
- $50,000 / year
- Barcelona, Catalonia, Spain
Job highlights
- Engage clients to move from theory to action.
- Activate client's first real estate investment.
- Identify and channel capital and opportunities.
- Build strong client relationships and trust.
- Drive results and client engagement.
About the role
About the Role
If you're someone who loves talking to clients, understanding their needs, and motivating them to take action, this is the place for you! Do you have a commercial mindset without being aggressive? Are you a doer? Monest Capital has been transforming real estate investing for 5 years and is experiencing rapid growth. You'll have the chance to directly impact our clients, helping them move from theory to action, grow within our ecosystem, and achieve real results. You'll be key in ensuring they don't just think about investing, but actually do it, move, and grow with us.
Your Mission
Accompany our clients from theory to action:
- Activate their first investment
- Keep them constantly moving ♻️
- Create synergies! And feel it personally if they don't progress.
- Detect and channel capital and opportunities within the ecosystem.
Your role is a constant cycle: if the client doesn't advance, there's no business.
What You'll Do Daily
- Follow-up & Coaching
- Regular calls with clients
- Resolve client doubts and unblock situations
- Drive action (without aggressive pressure)
- Identify and eliminate obstacles
- Investment Activation
- Understand the client type: Active vs. Passive Investor
- If passive → present Monest Capital opportunities
- Accompany decision-making (consultative approach)
- Opportunity Channeling
- Identify active clients capable of generating deals
- Incentivize them to bring opportunities
- Perform basic filtering before passing to analysis
- Client Relationship & Experience
- Maintain close contact (WhatsApp, calls)
- Generate a real sense of support
- Increase engagement and trust
What We Need From You
- Previous experience as a Customer Success professional with business impact, at least 2-3 years.
- Proactivity! We don't want a chatbot; we want someone who builds value-adding relationships and goes above and beyond where AI cannot intervene, creating real synergies and empathy with the client.
- Results-oriented (not just
Skills & topics
- Customer Success
- Client Relationship Management
- Real Estate Investment
- Sales
- Coaching
- Business Development
- Client Acquisition
- Customer Engagement
- Proactive
- Results-Oriented
How to get hired
- Tailor your resume: Highlight your 2-3 years of Customer Success experience with proven business impact, emphasizing proactive relationship building and results orientation.
- Showcase proactivity: In your application and interviews, provide specific examples of how you've gone above and beyond to create value and synergy with clients.
- Demonstrate results-focus: Quantify your achievements in previous roles, especially those related to client activation, investment, and opportunity channeling.
- Emphasize consultative skills: Prepare to discuss how you guide clients through decision-making processes and build trust and engagement.
Technical preparation
Master CRM tools for client tracking.,Practice active listening and probing questions.,Learn real estate investment basics.,Develop consultative selling techniques.
Behavioral questions
Describe a time you motivated a client to act.,How do you handle client objections proactively?,Share an example of building client trust.,How do you measure success in client relationships?
Frequently asked questions
- What is the primary focus of the Customer Success Executive role at Monest Capital?
- The primary focus of the Customer Success Executive at Monest Capital is to guide clients from theoretical investment planning to actual investment action, ensuring they actively participate in the real estate ecosystem and achieve tangible results.
- What kind of experience is Monest Capital looking for in a Customer Success Executive candidate?
- Monest Capital is seeking candidates with at least 2-3 years of prior Customer Success experience, specifically looking for demonstrated business impact, a proactive approach to relationship building, and a strong orientation towards achieving results rather than just client satisfaction.
- How does Monest Capital differentiate itself in the real estate investment market?
- Monest Capital differentiates itself by revolutionizing the way people invest in real estate, focusing on actively guiding clients through the investment process, fostering synergies, and channeling opportunities within their growing ecosystem.
- What does 'activating their first investment' mean in the context of this role?
- Activating their first investment means actively assisting clients in completing their initial real estate investment, from understanding their needs and presenting opportunities to guiding their decision-making process.
- Is this a remote role, and if so, where must the candidate be located?
- Yes, this is a 100% remote role, but candidates must be located in Spain to be eligible for this Customer Success Executive position.
- What kind of client interactions can I expect as a Customer Success Executive at Monest Capital?
- You can expect close, personal interactions with clients through regular calls and messaging platforms like WhatsApp. The goal is to create a genuine sense of support, build trust, and increase engagement and confidence.
- How important is proactivity for this role at Monest Capital?
- Proactivity is extremely important. Monest Capital seeks individuals who actively build value-adding relationships and create synergies, going beyond what AI can do to establish genuine empathy and connection with clients.
- What career growth opportunities are available at Monest Capital?
- Monest Capital offers an elite environment where you are expected to grow '10x faster' than at other companies, providing a stable project with significant projection in the real estate investment sector.