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Added 22 mins ago
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Sr. HRIS Analyst
PointClickCare
Mississauga, ON
- $84,000 to $105,000 CAD / year
- Full-time
Added 22 mins ago
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Pricing Analyst
Sandvik
Surrey, BC · Sudbury, ON · Val-d'Or, QC · Lively
- Full-time
Currently, we have an opening for a Pricing Analyst. At Sandvik, the Pricing Analyst is responsible for providing day-to-day pricing administration and m
Added 22 mins ago
QR
Analyste - Chaîne approvisionnement
Quincaillerie Richelieu
Montreal, QC
- Full-time
Added 22 mins ago
QR
Analyste - Gestion de Prix de Ventes et Analyse de Données
Quincaillerie Richelieu
Montreal, QC
- Full-time
Added 22 mins ago
QR
Analyste- Gestion des prix de vente et analyse de données
Quincaillerie Richelieu
Montreal, QC
- Full-time
Added 37 mins ago
ZEB Coord, Contract Service Delivery
CityofOttawa
Ottawa, ON
Added 52 mins ago
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Controller
Robertson & Company Ltd.
Markham, ON
- Full-time
Added 1 hour ago
Business Intelligence Analyst, Google Cloud Support
Google
Waterloo, ON
Added 1 hour ago
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Allocation Analyst
Reitmans (Canada) Ltée/Ltd
Montreal, QC
- Full-time
Added 1 hour ago
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CRM Analyst
Sagard
Toronto, ON · Montreal, QC
- Full-time
Added 1 hour ago
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Senior Financial Analyst
Robert Half
Vancouver, BC
- $42 to $57 CAD / hour
- Contract
We are looking for a Senior Financial Analyst to join a leading organization in the Energy/Natural Resources sector in Vancouver, British Columbia. This 8 month contract opportunity is…
Added 1 hour 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 1 hour ago
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Business Analyst
Stantec
Edmonton, AB
- Full-time
As a valued member of the Business Process Management (BPM) team reporting to the Manager, Business Analysis for Employment & Talent Management, you will engage with business stakeholders…
Added 3 hours ago
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Green - Technical Business Analyst - Toronto Police Service - Consulting
FuntoNetwork Consulting
Toronto, ON
- $65 to $139 USD / hour
- Contract
Added 3 hours ago
NB
Senior Analyst - SSI Expert
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior SSI Analyst in the Capital Markets Operations team at National Bank means acting as a specialist in OTC operations and payment processes. This role allows you to make a…
Added 4 hours ago
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Sr. Director, Product Management, AI Product Strategy
OpenText
Waterloo, ON
- Temporary
Added 7 hours ago
PS
Accounting Support Analyst
PBS Systems
Calgary, AB
- Full-time
PBS is the fastest growing “All Inclusive Business Platform” vendor in North America and we’ve only just begun!
Added 7 hours ago
WK
Plant Finance Analyst
WK Kellogg
Belleville, ON
- Full-time
…Gr-r-reat days. We believe that doing good is always good for business and we have stood for this since Kellogg Company was founded more than 120 years ago. We are passionate about doing…
Added 7 hours ago
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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 8 hours ago
LD
Program Financial Analyst
Leonardo DRS
Bedford, NS
- Full-time
Added 8 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 8 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 8 hours ago
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eCommerce Operations Analyst, Order and Vendor Support. [AQ-24494]
Aquent
Toronto, ON
- $25 to $30 CAD / hour
- Contract
…to find an organized, detail-oriented eCommerce Operations Analyst for a one-year contract supporting its growing eCommerce operations…
Added 8 hours ago
RI
Associate Product Manager (Accounting)
Remarcable, Inc.
Remote, Canada
- $90,000 to $120,000 CAD / year
- Full-time
- Remote
…product-market fit, backing from Insight Partners, and a rapidly scaling business, we’re looking for an Associate Product Manager (APM) who is excited to dive deep into our core…
Added 8 hours ago
S
International Trade Compliance Analyst
Sanmina
Ottawa, ON
- Full-time
…networks, defense and aerospace, industrial and semiconductor systems,…

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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