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Added 6 mins ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 6 mins ago
Q
Senior GRC Analyst
Quantexa
Toronto, ON
- $116,000 to $146,000 CAD / year
- Full-time
Quantexa is looking for an experienced Senior GRC Analyst to support our growing business. This role will be based in Toronto/Ottawa and will require travel to customer sites and other…
Added 6 mins ago
SG
FIC Font Office Dev Analyst
Societe Generale
Montreal, QC
- Full-time
As a real-time Market Risk Dev and Support Analyst within GBTO/PRE/CFI, you will meet the needs of our traders in the fixed income markets. Your daily mission includes:
Added 6 mins ago
HA
Senior Data Analyst
HR Associates
Toronto, ON
- Temporary
This opportunity is ideal for someone with strong hands-on experience in data analytics, statistical analysis and business intelligence who can turn complex data into meaningful insights to…
Added 6 mins ago
SI
Data Analyst
Spait Infotech
Canada
- Full-time
Analyze large datasets to identify trends, patterns, and business insights.
Added 6 mins ago
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Analyst – Financial Planning & Analysis (FP&A)
RCL - Reitmans Canada Ltd/Ltée
Montreal, QC
- Full-time
As our Financial Analyst – FP&A, you’ll join a forward-thinking finance team where FP&A is a true advisory partner to the business. You’ll build your foundation across budgeting,…
Added 6 mins ago
S
Senior Security Analyst
SAP
Toronto, ON
- Full-time
SAP innovations help more than four hundred thousand customers worldwide work together more efficiently and use business insight more effectively. Originally known for leadership in…
Added 6 mins ago
HT
Master Data Mgmt Analyst
Husky Technologies
Bolton, ON
- Full-time
…data records in the appropriate systems in compliance with business policies, documented procedures and data quality…
Added 6 mins ago
GR
Customer Success Operations Analyst
Global Relay
Vancouver, BC
- Full-time
…industry-leading cloud archiving, surveillance, eDiscovery, and analytics solutions. We securely capture and preserve the communications data of the world’s most highly regulated firms,…
Added 6 mins ago
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Financial Analyst, Commercial FP&A
Day & Ross
Somerville, NB
- Full-time
3–6 years of experience in FP&A, commercial finance, or business analytics
Added 6 mins ago
Senior Analyst, Compliance Quality Assurance - Global Compliance (18 Month Contract)
Scotiabank
Toronto, ON
University degree in business, finance, accounting, economics, law, data analytics, or another relevant discipline.
Added 6 mins ago
Information Systems Analyst
Hatch
Mississauga, ON
…better world through positive change. With more than 70 years of business and technical expertise in mining, energy, and infrastructure, our 10,000 colleagues in 150 countries tirelessly…
Added 6 mins ago
E
Business Analyst Specialist I - Marketing & Risk Management
Enbridge
Calgary, AB
- Full-time
Are you a relationship-focused technology professional who enjoys translating complex business needs into practical solutions?
Added 6 mins ago
M
RQ11656 - Systems Testing/QA Specialist - Senior
Maarut
Toronto, ON
- Contract
Sr Quality Assurance(QA) Analyst, is responsible for overseeing and managing the quality assurance (QA) processes for both manual and automated testing efforts. This role involves leading a…
Added 21 mins ago
Sr. Tech. Strategy Analyst
Rogers Communications
Toronto, ON
The Senior Technology Strategy Analyst will be responsible for supporting Technology Strategy in all aspects of long-term strategic planning initiatives. This role is suited to a…
Added 21 mins ago
MF
AI Automation & Platform Analyst (Senior Analyst)
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
Reporting to the Director, Sales Technologies, this is a hybrid analyst role and is ideal for someone who wants to combine agentic creation, data, development, and operational impact in a…
Added 36 mins ago
R-
Allocation Analyst
RCL - Reitmans Canada Ltd/Ltée
Montreal, QC
- Full-time
Join PENN. as an Allocation Analyst and bring your passion for fashion, products and customer trends into a role where data drives decisions.
Added 36 mins ago
R|
Clinical Trial Financial Control Analyst, Oncology Portfolio
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are seeking a Clinical Trial Financial Control Analyst to provide independent financial control and reconciliation for Oncology-sponsored clinical research studies. Reporting within the…
Added 36 mins ago
S
Senior Analyst, Compliance Quality Assurance - Global Compliance (18 Month Contract)
Scotiabank
Toronto, ON
- Contract
University degree in business, finance, accounting, economics, law, data analytics, or another relevant discipline.
Added 36 mins ago
T
Fraud Detection Analyst
Tangerine
Toronto, ON
- Full-time
The Fraud Detection Analyst contributes to the success of the Tangerine Fraud Operations Team in Canada by detecting, investigating and mitigating fraudulent activity across Tangerine…
Added 36 mins ago
SG
Senior Analyst, Analytics & Insights (12-Month Contract)
Scotia Global Asset Management
Toronto, ON
- Contract
The Senior Analyst, Analytics & Insights is responsible for designing, developing, and maintaining dashboards, reports, and data solutions that deliver actionable insights to support…
Added 36 mins ago
TG
Process Analyst Student Intern
TMX Group
Toronto, ON
- $20 to $23 CAD / hour
- Full-time
…formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our…
Added 36 mins ago
QM
Senior Analyst, Capital Markets Operations
Quantum Management Services Ltd.
Toronto, ON
- $40 CAD / hour
- Contract
Position: Senior Analyst, Capital Markets Operations
Added 36 mins ago
R|
Accounts Receivable Analyst
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are looking for an Accounts Receivable Analyst to join our Finance team and support the organization’s end-to-end receivables operations.
Added 36 mins ago
RI
Senior Business Analyst
Raas Infotek
AB · Edmonton, AB
- Contract
Minimum five (5) years of experience in a Business Analyst role.

Sagard

CRM Analyst

Toronto, ON, Canada
Montreal, QC, Canada

Full-time

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Job details

Job type: Full-time
Posting language: English
Posted: Oct 30, 2026

Original job description

Sagard Overview:

Sagard is a multi-strategy alternative asset management firm active in venture capital, private equity, private credit and real estate. Sagard also engages in private wealth management through Sagard Wealth.

Founded in 2016 and guided by the core values of entrepreneurship, innovation, collaboration, rigour and authenticity, Sagard has experienced outstanding growth. Today, the firm has more than US$45 billion under management, 190 portfolio companies and 540 professionals.

Sagard is well positioned to continue to grow substantially, organically and inorganically, pursuing its vision of becoming one of the best-performing investment management firms. Headquartered in Canada, Sagard currently has offices in Canada, the United States, Europe and the Middle East.

More at https://www.sagard.com

Position Overview

Sagard is seeking a detail-oriented and technically curious CRM Analyst to support DealCloud as the firm’s core capital formation and investment deal pipeline platform.

Reporting to the Senior Manager CRM Strategy, this role will execute against the DealCloud roadmap and vision, translating requirements into configured outcomes, clean data and reliable reporting. You will support users across Investment teams, Capital Formation and Investor Relations, spanning deal origination, fundraising pipeline management, investor coverage and relationship tracking.

You will work day to day with business users, Technology & AI teams to make sure DealCloud enables accurate data, well adopted workflows and onboarding new users & teams.

Responsibilities

Execute DealCloud enhancements and configuration changes in line with the roadmap.
Configure and maintain pipelines, objects, fields, layouts and automations according to established governance standards.
Monitor and maintain data quality through regular audits, deduplication pipelines, and enforcement of data entry standards.
Build and maintain dashboards and reports using DealCloud Data Visualizations, to enable leadership and their requests.
Serve as the first point of contact for user questions, issues and enhancement requests, triaging them through the established intake process.
Support in the gathering and documenting of business requirements from Investment teams, Capital Formation and Investor Relations users to ensure design meets their unique needs.
Develop training materials, user guides and process documentation, and deliver onboarding and refresher training across regions and strategies.
Track adoption and usage metrics and flag gaps or opportunities to the Senior Manager.
Identify and help implement automation opportunities that reduce manual effort and improve data consistency.
Work may also include configuration and administration of other CRMs in the technology stack

Qualifications

2 to 3 years of experience in CRM administration, business systems analysis or investment operations, ideally within alternative asset management, private markets or financial services.
Strong knowledge of private markets investment processes and/or fundraising lifecycles.
Strong analytical skills and a high attention to detail, with a genuine interest in data quality.
Thrives in a fast-paced environment, with the ability to operate independently, prioritize multiple workstreams, and coordinate work across multiple investment & fundraising teams.
Ability to gather requirements from non-technical users and translate them into clear system changes.
Comfortable supporting multiple stakeholders and managing competing requests in a fast-paced environment.
Strong written communication skills, including the ability to produce clear documentation and training materials.

What success looks like

Roadmap deliverables are configured, tested and released on time and to a high standard for all stakeholders.
CRM enhancements are trusted by Investment teams, Investor relations and Capital Formation users.
Users get timely, helpful support and enhancement requests move smoothly through the backlog.
Dashboards and reports are reliable and require minimal manual intervention.
Adoption and engagement grow across strategies and regions, supported by clear training and documentation.

Sagard is an equal opportunity employer, which values diversity in the workplace. We are therefore happy to accommodate any individual.

If you require accommodation in order to participate in the hiring process, please contact the People & Culture team to make your needs known in advance.

Sagard may use automated tools, including artificial intelligence, to support certain stages of the recruitment and selection process.

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More about this job

Responsibilities

The CRM Analyst will manage and configure the DealCloud platform to support investment and capital formation workflows. This includes maintaining data quality, building reports, and providing ongoing support and training to business users.

Requirements

Candidates should have 2 to 3 years of experience in CRM administration or business systems analysis, preferably within financial services. Strong analytical skills and the ability to translate business requirements into technical system configurations are essential.

Skills

CRM Administration
Business Systems Analysis
DealCloud
Data Quality
Pipeline Management
Reporting
Data Visualization
Requirement Gathering
Process Documentation
Training Delivery
Automation
Stakeholder Management
Financial Services
Private Markets
Investment Operations

Visa sponsorship

Not detected in the job text

Keywords

CRM Analyst
DealCloud
Alternative Asset Management
Private Equity
Private Credit
Investment Management
Capital Formation
Investor Relations
Data Governance
Business Analysis
System Configuration
Workflow Automation
Dashboards
Data Audits
User Onboarding
Financial Services
Investment Pipeline
Relationship Tracking
Stakeholder Support
Technical Documentation

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