Customer Success

Location: Montreal, In-Office (5420 Boul. Saint-Laurent, Montréal, QC H2T 1S1) — This is a 100% on-site role.

Timing: Start on January

Duration: 4 to 6 months

Commitment: Full-time

Vessel is on the lookout for a jack of all trades to support the Customer Success team with short-term strategic priorities.

Private equity and venture capital—a $12 trillion asset class—remain constrained by analog processes. High-performing funds face discovery barriers, prohibitively high minimums ($500k+ average), and reliance on offline workflows (PDF PPMs, Excel trackers, manual KYC). This limits access for 40M+ accredited retail investors and creates operational inefficiencies for 85% of fund managers. Vessel is revolutionizing the alternative investment landscape with our comprehensive SaaS platform designed for fund managers. Our suite of tools streamlines back-office operations, marketing, investor relations, KYC/AML compliance, and fundraising activities. For investors, we offer digital profiles that are portable across various asset classes and geographies, facilitating seamless investment experiences. Together, we enable a "one-click invest" functionality, connecting fund managers with a growing market of informed individual investors. As a startup, Vessel has already empowered fund managers to secure hundreds of millions of dollars through our platform, demonstrating our commitment to innovation and efficiency in private markets. Looking ahead, Vessel has an ambitious product roadmap.

Vessel was built by former private market investors and fund managers (from firms such as Inovia Capital, Teralys Capital and Power Sustainable) that have been very successful at fundraising and managing investor relations. Our mission is to make investing in private funds easy (almost as easy as investing in a stock on Wealthsimple) and make fundraising less painful. We're a white-label SaaS platform for fund managers and investor relations teams to wow investors and manage all parts of the relationship with investors, from marketing an investment opportunity to onboarding investors, and sharing updates and financial reports.

Vessel has already helped fund managers close millions of dollars, grown significantly since last year and signed some of the most well-established fund managers in the industry.

Our team is nimble, we're growing fast, and we've built something that people love. We're making money and are well-funded (backed by some top investors).

We recently hired a Customer Success Lead to support one of our founders, who remains involved with our largest and most strategic accounts. Our CS team of two owns the full post-sales journey — from onboarding and training to acting as an extension of our clients' teams. We help them build content, ghostwrite communications, manage migrations, and clean and structure data.

We maintain close, high-touch relationships with our users and speak with them frequently. As a result, they rely on us not only for product guidance but also for strategic support around fundraising planning, investor reporting, and operational best practices. 

Our modular product strategy allows customers to start small and expand based on need. Because we cover multiple parts of their value chain, they frequently request additional modules and services. Our growth engine is customer delight — consistently delivering outsized value and exceeding expectations. Importantly, we view Customer Success as a revenue-driving role, not just an implementation and support function.

Vessel is still young — but growing quickly. We're well-capitalized, having recently raised a $10M seed round from leading U.S. and Canadian venture firms including Inovia Capital, Afore Capital, BY Venture Partners, FJ Labs, Golden Ventures, Telegraph Hill Capital, and Four Cities Capital.

Our Customer Success team is expanding. As we scale and take on more implementations, we're looking for an intern to help us build internal tools, automate workflows, and improve visibility through better data tracking and KPIs. 

This role sits at the intersection of Customer Success, Operations and Product Management, and is ideal for someone who's curious about startups, technology, and venture capital. You'll be part of a fast-moving team where your work will directly impact how our customers — and our business — grow. You'll get exposure to how a SaaS/AI business operates and learn about top-tier VC and PE firms.

As a Customer Success intern, you'll play a key role in helping our team scale by combining data, automation, and creativity. You'll spend your time on:

• Internship project - Analytics & Automation
• • You'll develop integrated dashboards using tools like Metabase, Notion, HubSpot, and Excel to surface key insights, and build Zapier automations that streamline the workflows connected to those dashboards. The goal is to deliver clear visibility and time-saving processes that scale with the team.
• Performing Customer Success tasks: 
• • Drafting and refining client-facing communications, including email replies and support messages.
  • Learning the product in depth to provide informed, accurate guidance to clients and help troubleshoot issues.
• Developing marketing materials for clients, based on their fundraising materials such as investor presentations.
• Expanding our knowledge base with tutorials, how-to guides, and training materials that empower clients and internal teams alike.
• Other ad-hoc tasks (e.g., data cleaning)

1. 
   
2. Screening Interview: A brief conversation about your motivation, problem-solving style, and technical aptitude.
3. Take-Home Project (1 week): Research an investment opportunity, apply a clear evaluation framework, and present your analysis and recommendation in a concise, professional slide deck.
4. Decision: We move quickly and get back to you soon after.

This is a detail-oriented, data-intensive role that requires strong critical thinking, an eye for design, and excellent communication skills.

Ideally, you will:

• Have relevant internship experience in financial services, consulting, or technology (any full-time experience or exposure to PE, VC, or startups is a plus).
• Have relevant experience with no-code automation tools such as Zapier or n8n.
• Bring a creative, structured, and data-driven approach to problem-solving.
• Be comfortable learning and adapting to new software tools.
• Be proficient with Excel, data manipulation, and databases (ex. SQL).
• Be able to manage and deliver projects independently within a small, fast-paced team.
• Be entrepreneurial, resourceful, and have a strong bias toward action.
• Embrace versatility — everyone on the team wears multiple hats. Whether you're early in your career or have some relevant experience, what matters most is your mindset. We value "Learn-it-Alls" over "Know-it-Alls."