Customer Success & Investor Onboarding Intern

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

Timing: Start on January 12 2026

Duration: 4 to 6 months

Commitment: Full-time

Vessel is on the lookout for a full-time Investor Onboarding intern to support the Customer Success team with projects related to our digital document signing module.

Who We Are: Vessel's Story

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).

Customer Success at Vessel

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.

About the role

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. We’re looking for an Investor Onboarding and Customer Success Intern to help us digitize, automate, and streamline fund subscription, onboarding, and compliance workflows for private markets funds. This role sits at the crossroads of Customer Success, Operations, and Product Management, making it ideal for someone curious about startups, legal technology, venture capital, private equity and capital formation.

You’ll gain hands-on exposure to fund documentation, legal processes, and regulatory requirements — including subscription agreements, fund terms, investor rights, closing processes, and institutional workflows. Your work will directly shape how capital moves, how LPs onboard, and how commitments are secured by our customers’ funds.

This is not a back-office internship — you will be working directly with customers, founders, and product leadership while helping us build a scalable system that supports hundreds of millions of dollars in investor subscriptions.

 You’ll spend your time on:

• Experimenting with AI and automation tools to streamline workflows, boost efficiency, and help reinvent how we run our legal and compliance operations
• Documenting, mapping, and improving end-to-end subscription agreement workflows
• Supporting testing and QA of the digital document-signing module to ensure usability, seamless UX, and logical robustness
• Conducting KYC, KYB, and AML screening for investors and entities as part of onboarding and compliance checks using verification tools such as Plaid
• Partnering with Customer Success and Product Management to surface insights, reduce friction, and enhance workflow automation

Interview Process — What to Expect

1. Screening Interview: A brief conversation about your motivation, problem-solving style, and technical aptitude.
2. Take-Home Project (1 week): You’ll convert a physical sub-agreement into a streamlined digital workflow by building a Google Forms questionnaire.
3. Decision: We move quickly and get back to you soon after.

About you

This is a detail-oriented role that requires strong critical thinking, ownership, and excellent communication and organizational skills.

Ideally, you will:

• Have relevant internship experience in a law firm, fund, compliance team, or legal-tech / fintech company
• Bring a structured, analytical, and detail-oriented approach to problem-solving
• Be comfortable learning new tools (e.g., DocuSign) — huge plus if you already have hands-on experience using DocuSign in a professional or academic setting
• Be able to manage and deliver projects independently in a small, fast-paced, high-accountability startup environment
• 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.”