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Cost Consulting Manager - Retail Projects
Turner & Townsend
Toronto, ON
- $95,000 to $145,000 CAD / year
- Full-time
Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries.
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Workforce Transformation Manager (HR Transformation)
PwC
Ottawa, ON
- Full-time
At PwC, our people in workforce consulting focus on providing consulting services related to human resources, talent management, and organisational development. They analyse client needs,…
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QR
Sales Representative - Retail
Quincaillerie Richelieu
Saskatoon, SK
- Full-time
…proximity of Saskatoon. Under the supervision of the Retail Sales Manager, the Representative will ensure the development of new customers and the retention of existing customers in the…
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Senior Manager, Maintenance and Technical Services
Sofina Foods Inc
Brampton, ON
Position Title: Senior Manager, Maintenance and Technical Services
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Project Manager
Zensar Technologies
Toronto, ON
- Full-time
…industry spectrum. These industries include banking and financial services, high-tech and manufacturing, healthcare, insurance, retail, and consumer services. Our employees enjoy flexible…
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Manager of Quality, Risk and Performance Improvement
Circle of Care, Sinai Health
Toronto, ON
With a focus on the client and caregiver experience and engagement, The Manager will work closely with internal and external stakeholders to support performance reporting to our funders,…
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Customer Experience Associate - Moncton Downlown
TD
Moncton, NB
- Part-time
…job-related knowledge, geographic location, and other specific business and organizational…
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Audit Manager I, TD Securities (1149)
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
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Personal Banking Associate (Full time) - Jean-Talon & Querbes
TD
Montreal, QC
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
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CO
Truck Driver - One Person Multi-Function Operator - Frobisher
City of Greater Sudbury
Sudbury, ON · Greater Sudbury, ON
- Internship
May require the use of a CGS vehicle on CGS business. Must be physically capable of operating a vehicle safely, possess a valid class “DZ” driver’s licence and have an acceptable driving…
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Regional Manager, Ontario and Northwestern Quebec
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As Regional Manager, Ontario and Northwestern Quebec, you’ll provide strategic leadership to drive sustainable, profitable growth for Private Wealth Management in your territory. You’ll…
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Manager
Desjardins
Levis, QC · Montreal, QC
- Full-time
…activities or a support sub-function that offers specialized services to the sector. You are responsible for administrating your group’s service offer, developing and implementing its…
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Regional Operations Manager, Cleaning Services
BGIS
MB · MB, Canada
- Part-time
…providing environmentally responsible and high-quality cleaning services. Our mission is to create healthier, cleaner environments for our clients while minimizing our ecological impact. As…
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People Services AI Solutions & Configuration Lead
Manulife
Toronto, ON · Waterloo, ON
- Full-time
…Technology team enables simple, personalized, and compliant People Services solutions for colleagues worldwide. We value innovation, collaboration, and human-centered design, helping every…
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GardaWorld - French Customer Service - Edmonton
GardaWorld
Edmonton, AB
GardaWorld is a global champion in security services, integrated risk management and cash solutions, employing more than 132,000 highly skilled and dedicated professionals. Driven by a…
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Sales Manager - SaaS (OTE: upto 130k)
BoomerangFX
Mississauga, ON
- $85,000 to $100,000 CAD / year
- Full-time
…countries and disciplines to turn new ideas into products and services that make a practical difference for…
Added 34 mins ago
MS
Job Hiring – Human Resources Coordinator
Marinus Services
Halifax, NS
- Full-time
Based in Halifax, Nova Scotia, Marinus Services ULC navigates the complexities of global trade with precision, offering top-tier technical support services in North America.
Added 34 mins ago
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Product Specialist
Pinnacle Automotive
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
We’re looking for a Marketing Manager who combines creativity, strategic thinking, and a strong understanding of digital marketing to strengthen our brand and drive meaningful results.
Added 34 mins ago
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Quality & Patient Safety Leader - Patient Safety
Nova Scotia Health Authority
Halifax, NS
- Full-time
Master's level preparation in a clinical health discipline, Health Services Administration, Business Administration or a related program an asset
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Audit Manager
CIBC Mellon
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Audit Manager conducts audits across CIBC Mellon lines of business. Primarily responsible for participating in the execution of audits by performing detailed testing and analysis,…
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Structural Section Manager
HDR
Toronto, ON
- Full-time
HDR is seeking a Structural Section Manager to join our growing Building Engineering Services (BES) group in Toronto. In this key leadership position, you will guide our structural design…
Added 34 mins ago
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Project Manager - AI Building and Zoning Review
City of Niagara Falls
Niagara Falls, ON
- $54.58 to $68.22 CAD / hour
- Contract
Post-Project (2029) – General Manager, Corporate Services*
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Electrical Engineer & Project Manager, BESS
Socomec Group
Brampton, ON
- Full-time
Analyze data/interpret available power system studies, propose and co-ordinate complementary studies, conduct site audits to define and develop successful business solutions.
Added 34 mins ago
CO
Manager of Quality, Risk and Performance Improvement
Circle of Care, Sinai Health
Toronto, ON
- Full-time
With a focus on the client and caregiver experience and engagement, The Manager will work closely with internal and external stakeholders to support performance reporting to our funders,…
Added 34 mins ago
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DISTRIBUTION SALES EXECUTIVE
TP-Link Canada Inc.
Richmond Hill, ON
- $70,000 to $100,000 CAD / year
- Full-time
Salary Range: $70,000.00 - $100,000.00 (Salary is based upon candidate’s experience and qualifications, as well as market and business considerations).

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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