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Added 11 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 11 mins ago
S
Senior Security Analyst
SAP
Toronto, ON
- Full-time
…security events targeting customer and company applications, data and systems following both documented procedures as well as industry best practices and creative resolutions. Ideal…
Added 11 mins ago
HT
Master Data Mgmt Analyst
Husky Technologies
Bolton, ON
- Full-time
…talent to develop with us as we pursue our ambitious growth…
Added 11 mins ago
D&
Financial Analyst, Commercial FP&A
Day & Ross
Somerville, NB
- Full-time
…Commercial Finance team sits at the intersection of revenue strategy and financial rigour. As a Commercial Finance Analyst, you will serve as the financial partner to our sales organisation…
Added 11 mins ago
M
RQ11656 - Systems Testing/QA Specialist - Senior
Maarut
Toronto, ON
- Contract
Help with the implementation of the project technical testing strategy and methodology. This includes testing of integration points and interfaces and non-functional requirements (e.g.…
Added 26 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 26 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 41 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 41 mins ago
TG
Process Analyst Student Intern
TMX Group
Toronto, ON
- $20 to $23 CAD / hour
- Full-time
The Process Analyst Intern will be responsible for governance and support of the delivery processes. This includes acting as primary liaison for support, providing domain expertise and…
Added 57 mins ago
N
Customer Success Technical Coordinator - Bilingual (FR/EN)
Numeris
Toronto, ON
- Full-time
Prepare charts, tables and standardized data outputs for the Insights Analyst.
Added 57 mins ago
I
Sr.Consultant(e) en sémantique des données de santé/Senior Advisor Health Data Semantics
IQVIA
Montreal, QC
- Full-time
Added 1 hour ago
RC
Renewable Energy Analyst (Remote Working)
Renewable Careers
Canada
- Full-time
Built Environment Strategy: Coordinate with engineering and architecture teams to analyze building-scale data, helping developments hit targeted certifications (LEED, WELL, or local energy…
Added 1 hour ago
MC
Manager, Business Banking Credit
Meridian Credit Union
Guelph, ON
- $79,100 to $110,000 CAD / year
- Full-time
…profitable growth. A key responsibility is to lead a team of Analyst and Senior Analysts, with a mandate to train, develop and…
Added 1 hour ago
MD
IT Quality Analyst/Tester/SEBT Specialist - ITS3
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Working Title: IT Quality Analyst/Tester/SEBT Specialist
Added 1 hour ago
MD
Production Control Analyst - Electronic Data Processing Operations Technician 3
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Job Class: Electronic Data Processing Operations Technician 3
Added 1 hour ago
Analyst, Marketing - Strategy and Business Intelligence
Reliance Home Comfort
Toronto, ON
By joining Reliance as an Analyst, Marketing - Strategy and Business Intelligence, you’ll become an important Team Member and will be provided with the tools you need to succeed. We have…
Added 1 hour ago
N
Customer Success Technical Coordinator - Bilingual (FR/EN)
Numeris
Toronto, ON
- Full-time
Prepare charts, tables and standardized data outputs for the Insights Analyst.
Added 1 hour ago
MC
Manager, Business Banking Credit
Meridian Credit Union
Guelph, ON
- $79,100 to $110,000 CAD / year
- Full-time
…profitable growth. A key responsibility is to lead a team of Analyst and Senior Analysts, with a mandate to train, develop and…
Added 2 hours ago
I-
Research Analys
IE - Career Portal
Canada
- Full-time
We are seeking a highly analytical and detail-oriented Research Analyst to conduct research, analyze data, identify trends, and generate insights that support strategic business decisions.…
Added 2 hours ago
R&
Senior Business Analyst - Finance Transformation
Robertson & Company Ltd.
Toronto, ON
- Contract
Senior Business Analyst – Finance Transformation (Oracle)
Added 2 hours ago
M
Specialist, Client Finance
Marketbridge
Remote, Canada
- Full-time
- Remote
Marketbridge partners with leading B2B brands to create unified Go-to-Market® systems that connect strategy, AI, creativity, activation and measurement. With a team of 350+ across North…
Added 2 hours ago
Lead Data Analyst
EXL
Canada
EXL is looking for a Lead Data Analyst with a passion for sports who will play a key role in providing analytics support to a client within our Sports, Media and Entertainment practice.…
Added 2 hours ago
O
Intermediate Accountant, Accounts Payable
OPTrust
Toronto, ON
- Full-time
A dedicated inclusion, diversity and equity strategy with meaningful opportunities to participate, including our employee-led resource groups.
Added 3 hours ago
Risk Intelligence Reporting Analyst
Scotiabank
Toronto, ON
The IAM Governance team is looking for an ambitious candidate with Data Governance expertise to help shape and move the organizations IAM strategy and capabilities. The Global Identity &…
Added 3 hours ago
Fraud Detection Analyst
Scotiabank
Toronto, ON
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…

Sagard

CRM Analyst

Toronto, ON, Canada
Montreal, QC, Canada

Full-time

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Applications open in a new tab.

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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