Job Overview
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Job Description
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
How to Get Hired at Monest Capital
- 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.
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