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Added 13 mins ago
AP
Test Analyst
Aulton Pharmaceuticals
Canada
- Full-time
Career progression into Senior Test Analyst, QA Engineer, Automation Engineer, QA Lead, or QA Manager roles.
Added 13 mins ago
W
Junior Data Analys
Workpal.id
Canada
- Full-time
We are seeking a detail-oriented and analytical Junior Data Analyst to support data collection, reporting, and business intelligence initiatives. This role is ideal for recent graduates or…
Added 13 mins ago
A
FP&A Analyst – Budgeting & Forecasting
Applicantz
Montreal, QC
- $50 to $60 CAD / hour
- Contract
Build automation or agents for variance analysis.
Added 13 mins ago
RI
Business System Analyst- AI deliver and solution
Raas Infotek
Brampton, ON
- Contract
We are seeking a highly motivated Business Systems Analyst (BSA), AI Delivery to join the Corporate Applications AI Solution Delivery Team.
Added 13 mins ago
A
Financial Reporting Analyst - FP&A
Applicantz
Montreal, QC
- $50 to $60 CAD / hour
- Contract
Looking for a Financial Analyst FP&A, who compiles and analyzes financial information for the organization. Develops integrated revenue and expense analyses, projections, reports, and…
Added 28 mins ago
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IT Analyst
DealMaker
Remote, Canada
- $65,000 CAD / year
- Full-time
- Remote
Skills or understanding of automation languages such as Python, Bash, or PowerShell
Added 43 mins ago
GC
REQ26-161- Financial Analyst
Glencore Canada
Quebec, QC
- Internship
Joining Mine Raglan as a Senior Financial Analyst means becoming part of a workplace that values people as much as performance. Our corporate culture emphasizes a healthy work-life balance,…
Added 57 mins ago
P
Sr. HRIS Analyst
PointClickCare
Mississauga, ON
- Full-time
The Sr. HRIS Analyst acts as a trusted HRIS partner to HR, Payroll, and IT, stabilizing current core HR technology operations.
Added 1 hour ago
Risk Intelligence Reporting Analyst
Scotiabank
Toronto, ON
Look for continuous improvements to maximize automation where possible and reduce manual efforts in all processes and procedures within the team, while considering and evaluating the bank’s…
Added 1 hour ago
B
Validation Analyst
Billennium
Canada
- Full-time
We are looking for a Validation Analyst to join our team and support validation activities within a regulated life sciences environment. This role is a great opportunity for someone who…
Added 1 hour ago
H
Production Support Specialist
Hays
Montreal, QC
- Contract
We are looking for a Technical Production Support Analyst who is interested in distributed systems and working with high-scale services. The successful candidate enjoys working in a…
Added 1 hour ago
P
Sr. HRIS Analyst
PointClickCare
Mississauga, ON
- $84,000 to $105,000 CAD / year
- Full-time
The Sr. HRIS Analyst acts as a trusted HRIS partner to HR, Payroll, and IT, stabilizing current core HR technology operations.
Added 1 hour ago
BB
Analyst, Accounting Shared Service
Bed Bath & Beyond
Brampton, ON
- Full-time
Analyze root causes of issues and recommend improvements through automation, standardization, and advanced analytics.
Added 2 hours ago
R&
Controller
Robertson & Company Ltd.
Markham, ON
- Full-time
Lead and develop a finance and accounting team of approximately 5 FTEs, including 3 Cost Accountants, 1 Accounting Manager, and 1 Financial Analyst.
Added 2 hours ago
Business Intelligence Analyst, Google Cloud Support
Google
Waterloo, ON
Experience with scripting languages such as Python, Go, JavaScript, or HTML for data manipulation, analysis, and automation.
Added 2 hours ago
S
CRM Analyst
Sagard
Toronto, ON · Montreal, QC
- Full-time
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.
Added 3 hours ago
MI
Salesforce Business Analyst (Financial Services Cloud)
Maarut Inc
Montreal, QC
- Contract
The client is looking for a business analyst who acts as the functional Salesforce reference within a squad responsible for the wealth management advisors’ CRM. The role covers the full…
Added 6 hours ago
O
Sr. Director, Product Management, AI Product Strategy
OpenText
Waterloo, ON
- Temporary
…around AI. As enterprises embrace a new era of intelligent automation and generative AI, we are building the next generation of content, data, and AI-driven solutions that empower…
Added 7 hours ago
Associate Director / Director, Financial Advisory
Teneo
Toronto, ON
…approach, including KPI definition, data visualization, reporting automation and touchless…
Added 9 hours ago
M
Analyst – Product & Accounting Control
mthree
Montreal, QC
- $50,000 to $53,000 CAD / year
- Contract
Added 9 hours ago
RB
Network Operations Analyst
Royal Bank of Canada
Toronto, ON
- Full-time
The Network Operations Analyst is responsible for monitoring and supporting RBC's global network environment on a 24/7/365 basis while leveraging artificial intelligence capabilities and…
Added 9 hours ago
RH
Senior Financial Analyst
Robert Half
Toronto, ON
- Full-time
A GTA-based NFP organization is seeking a Senior Financial Analyst to join its finance team.
Added 9 hours ago
RH
Data Engineer
Robert Half
North Vancouver, BC
- $40 to $60 CAD / hour
- Contract
Our client is seeking a Senior Business Analyst / Data Engineer to support operational reporting, analytics, and business process improvements within a complex ERP environment. This is an…
Added 9 hours ago
RI
Associate Product Manager (Accounting)
Remarcable, Inc.
Remote, Canada
- $90,000 to $120,000 CAD / year
- Full-time
- Remote
2-4 years of experience as an Associate Product Manager, Product Analyst, Business Systems Analyst, or in a technical solutions/implementation role within a B2B SaaS environment.
Added 9 hours ago
PS
Senior Security Consultant ( Analyst)
Prodata Systems
ON · Regional Municipality of York, ON
- Full-time
Participate to Security Architecture projects (AI & automation)

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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