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Added 13 mins ago
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Executive Assistant
BMO
Toronto, ON · FCP
- Full-time
…services while maintaining compliance with established processes, governance requirements, and control standards. Demonstrates sound judgment, initiative, and a continuous improvement…
Added 13 mins ago
BL
Manager, Talent Advisory
Borden Ladner Gervais LLP (BLG)
Calgary, AB
- Full-time
The Manager, Talent Advisory leads the delivery of talent advisory services for an assigned business area or region, partnering with leaders to address people priorities, strengthen…
Added 28 mins ago
AW
Senior DevSecOps Engineer
Aviso Wealth
Remote, Canada
- $120,000 to $135,000 CAD / year
- Full-time
- Remote
Reporting to the DevSecOps Manager, this role provides technical leadership, mentorship, and guidance to other Engineers while collaborating closely with teams across TSP to enhance the…
Added 43 mins ago
ML
Material Supply and Planning Manager
Maple Leaf Foods Inc
Winnipeg, MB
- Full-time
The Material Supply and Planning Manager is a key member of the Lagimodiere Site Leadership Team, responsible for integrating production planning, material supply, inventory management, and…
Added 43 mins ago
ML
General Accounting and Close Manager
Maple Leaf Foods Inc
Mississauga, ON
- $96,000 to $141,000 CAD / year
- Part-time
Make recommendations as required around Finance Master Data, Chart of Accounts changes, and accounting hierarchy updates.
Added 43 mins ago
MI
Digital Marketing Manager
MIP Inc
Montreal, QC
- Full-time
We're Hiring: Global Digital Marketing Manager
Added 58 mins ago
A
DevSecOps Engineer
Aviso
Vancouver, BC
- $120,000 to $130,000 CAD / year
- Full-time
Reporting to the DevSecOps Manager, this role provides technical leadership, mentorship, and guidance to other Engineers while collaborating closely with teams across TSP to enhance the…
Added 58 mins ago
ML
Manager, Talent Acquisition
Maple Leaf Foods Inc
Mississauga, ON
- $96,000 to $141,000 CAD / year
- Part-time
As the Manager, Talent Acquisition, you will lead a team of Recruiters supporting Maple Leaf Foods across Manufacturing, Commercial, and Corporate functions. Reporting to the Director,…
Added 58 mins ago
ML
Senior Analyst Identity and Access Management
Maple Leaf Foods Inc
Mississauga, ON
- $77,000 to $112,000 CAD / year
- Part-time
As the Senior Analyst Identity and Access Management, you will report to the IAM Manager and play a key role in maturing Maple Leaf Foods’ identity, privileged access management, and Zero…
Added 58 mins ago
ML
Manager, HR Services
Maple Leaf Foods Inc
Mississauga, ON
- $96,000 to $141,000 CAD / year
- Part-time
Manage SAP system, ensuring data integrity, security and efficient reporting.
Added 1 hour ago
A
Talent Management Consultant
Accenture
Calgary, AB
- Full-time
…management skills. Your expertise is in advising clients on data-driven strategies to transform their organizations so they can crush their strategic, financial, and operational goals. As a…
Added 1 hour ago
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AVP Business Operations - BWI Technology
TD
Toronto, ON
- Full-time
…tracking, implement and communicate the target operating model, governance framework and competency requirements in collaboration with…
Added 1 hour ago
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Senior Manager, Corporate Commercial Credit
Moneris
Toronto, ON
- Full-time
As the Senior Manager, Corporate-Commercial Credit, you will lead a team of Senior Credit Analysts responsible for managing Moneris’ commercial credit risk portfolio, including Large Key…
Added 1 hour ago
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Senior DevOps Developer
Boeing
Richmond, BC · Vancouver, BC · CAN - Richmond, Canada
- Full-time
Administer and operate production-grade Azure Databricks or other cloud data platform environments including workspace provisioning, cluster management, job scheduling, and Unity Catalog…
Added 1 hour ago
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AI Development Manager
Boeing
Richmond, BC · Vancouver, BC · CAN - Richmond, Canada
- Full-time
BGS Digital Services delivers software, data products and platform solutions that enable commercial aviation around the world. As the AI Development Manager, you will join a diverse,…
Added 1 hour ago
C&
Business Intelligence Analyst - Data and Automation
Communications & Power Industries (CPI)
Georgetown, ON
- $86,000 CAD / year
- Full-time
We are looking for a Business Intelligence Analyst – Data and Automation to join our CPI Power Electronics team. This is a hands-on role responsible for turning business needs and data from…
Added 1 hour ago
SH
Manager, Analytics, Revenue, and Software Development
Scarborough Health Network
EO Head Office
- Full-time
Job Number: JR107483
Job Title: Manager, Analytics, Revenue, and Software Development
Department: EO ENHANCE Ontario - Data & Analytics
Job Category: Management
Hospital…
Added 1 hour ago
FM4 Commissioning Manager
VCNA
Bowmanville, ON
Reporting to the VP, Operations Cement, the Commissioning, Startup & Operational Readiness Manager serves as the cross-functional integrator for Finish Mill 4, bringing together the…
Added 1 hour ago
Senior Data Analyst
Government of Alberta
AB
This position reports to the Manager, Data and Analytics within the Modernization and Business Intelligence unit of Motor Vehicle Modernization branch of Traffic Safety Services (TSS)…
Added 1 hour ago
CO
BUSINESS ANALYST 311 #67732
City of Toronto
Toronto, ON
- Full-time
Reporting to the Manager, Business Transformation & Sustainment, the Business Analyst supports the planning and delivery of complex projects and initiatives across the Customer Experience…
Added 1 hour ago
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Client Segment Strategy & Execution
Procom
Toronto, ON
- $60 to $64 CAD / hour
- Contract
We are seeking a strategic, results-driven Senior Manager to lead growth, engagement, and client experience strategies across two priority client segments, including the Canadian Defence…
Added 1 hour ago
BUSINESS ANALYST 311
City of Toronto
Toronto, ON
Reporting to the Manager, Business Transformation & Sustainment, the Business Analyst supports the planning and delivery of complex projects and initiatives across the Customer Experience…
Added 1 hour ago
J
Senior Manager, Credit Risk
Jobber
Remote, Canada
- Full-time
- Remote
Then Jobber might be the place for you. We're looking for a Senior Manager, Credit Risk to join our Fintech department.
Added 1 hour ago
Human Resources - HR Business Partner
Westerkirk
Toronto, ON
…based on business needs. The role works within established HR governance, escalates significant risks and exceptions to the Senior Manager, Human Resources, and remains responsible for…
Added 1 hour ago
HG
National Manager, Finished Vehicle Operations
Hyundai Glovis Canada Inc.
Toronto, ON
- Full-time
The National Manager, Finished Vehicle Operations is a full-time, on-site role based in Toronto, ON, responsible for providing strategic leadership and oversight of GLOVIS Canada’s…

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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