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Added 4 mins ago
MM
Global Financial Crime Screening Operations Manager
Marsh McLennan
Toronto, ON
- Full-time
Added 4 mins ago
AP
Cash Flow & Reporting Analyst | Calgary
Aspen Properties
Calgary, AB
- Full-time
…support the team in coordinating leasing transactions, tracking capital expenditures, monitoring property cash flow, and preparing financial and partnership…
Added 4 mins ago
TS
Development Analyst, Real Estate
The Skyline Group of Companies
Guelph, ON
- Full-time
Skyline is a capital management company that acquires, develops, and manages real estate properties and clean energy assets, and offers them as private alternative investment products.
Added 4 mins ago
TS
Accounting Analyst, Clean Energy
The Skyline Group of Companies
Guelph, ON
- Full-time
Skyline is a capital management company that acquires, develops, and manages real estate properties and clean energy assets, and offers them as private alternative investment products.
Added 4 mins ago
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Co-Op Student - Project Support (DA)
AltaLink
Calgary, AB
- Internship
…The team includes project controls analysts (PCA), project accountant administrators (PAA), capital reporting analysts and project governance functions. The group is accountable for…
Added 4 mins ago
RI
Application Support Engineer
Rivago Infotech Inc
Toronto, ON
- Contract
In this role, you will provide L1/L2 application support for Front Office Investment Banking & Capital Markets technology platforms, with a focus on Deal Capture / Trade Booking & Lifecycle…
Added 4 mins ago
A
Bookkeeper / Accounting Specialist - part time
Alpha-Hub
Remote, Canada
- Part-time
- Contract
- Remote
Alpha Hub is building an AI-powered platform for private capital markets from the ground up. We're still early enough that our finance operations, reporting rhythm, and recordkeeping…
Added 19 mins ago
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Compliance Associate Rotational Program
TD
Toronto, ON
- Full-time
Added 19 mins ago
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Sr. Product Solution Analyst, TD Securities
TD
Toronto, ON
- Full-time
5 to 7 years of experience in Capital Markets, supporting equity derivatives trading desks across the front-to-back spectrum or equivalent relevant experience with deep exposure to Market…
Added 19 mins ago
C
Lead Data Scientist / VP
Citi
Mississauga, ON
- Full-time
Added 19 mins ago
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Lead Data Scientist / VP
Citi
Mississauga, ON
- Full-time
Added 19 mins ago
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Lead Data Scientist / VP
Citi
Mississauga, ON
- Full-time
Added 19 mins ago
Senior Financial Advisor - St. Clair & Via Italia, Toronto, ON
Scotiabank
Toronto, ON
…and private banking, corporate and investment banking, and capital…
Added 19 mins ago
Customer Experience Associate - Somerset & Bronson, Ottawa, ON (18.75 hours/week)
Scotiabank
Ottawa, ON · Somerset, ON
…and private banking, corporate and investment banking, and capital…
Added 33 mins ago
Manager - Treasury - FAAS - Assurance
EY
Toronto, ON
Added 33 mins ago
Senior Consultant - FAAS - Treasury - Assurance
EY
Toronto, ON
Added 33 mins ago
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Senior Project Accountant
Ledcor
Edmonton, AB · Fort McMurray, AB
- Full-time
As a Senior Project Accountant, reporting to the Project Controller, you'll play a key role in the financial success of major projects by ensuring the accuracy, integrity, and timely…
Added 34 mins ago
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Project Manager – Finance Transformation
Robertson & Company Ltd.
Toronto, ON
- Contract
Financial services, banking, capital markets, or wealth management experience.
Added 34 mins ago
R&
Senior Business Analyst - Finance Transformation
Robertson & Company Ltd.
Toronto, ON
- Contract
Capital Markets or financial services industry experience.
Added 34 mins ago
ID
Account Manager - Vice President (VP)
Intellect Design Arena Ltd
Toronto, ON
- $160,000 to $190,000 CAD / year
- Full-time
cash management, treasury & capital markets, risk & compliance, wealth management and
Added 34 mins ago
KC
Administrative Assistant
K2 Capital
Vancouver, BC
- Full-time
K2 Capital is seeking a proactive, highly organized Executive Assistant & Office Administrator to work directly with our Managing Director and keep day-to-day operations running smoothly.
Added 34 mins ago
E
Senior Software Engineer
EarnIn
Vancouver, BC
- Full-time
…world-class funding partners like A16Z, Matrix Partners, DST, Ribbit Capital, and a very healthy core business with a tremendous runway. We’re growing fast and are excited to continue…
Added 48 mins ago
Procurement Specialist
City of Mississauga
Mississauga, ON
Public procurement experience in any of the following areas is considered an asset: construction related to park development and forestry, fleet, capital goods, and professional services.
Added 48 mins ago
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Business Process Engineer, Innovation
CIRO / OCRI
AB · Vancouver, BC · Toronto, ON · Montreal, QC · Calgary, AB
- Full-time
As a self-regulatory organization, our mission is to promote healthy capital markets by regulating fairly and effectively so that investors are protected and confident investing in their…
Added 49 mins ago
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IT Analyst
DealMaker
Remote, Canada
- $65,000 CAD / year
- Full-time
- Remote
DealMaker is a fast-growing fintech company revolutionizing the capital markets ecosystem with a mission to make online capital raising mainstream. We empower founders, CEOs, and operators…

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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