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Added 15 mins ago
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Procurement Analyst (8 Month) - Winter 2027 Co-op
CIBC
Toronto, ON
- Full-time
Our Procurement team helps CIBC make thoughtful, data-informed decisions that create value across the organization. As a Procurement Analyst, you'll support in-depth financial, procurement,…
Added 15 mins ago
ZEB Coord, Contract Service Delivery
CityofOttawa
Ottawa, ON
Minimum of 5 years of relevant and progressively responsible experience in a public transportation environment, with a minimum of 3 years in a senior analyst capacity.
Added 29 mins ago
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Controller
Robertson & Company Ltd.
Markham, ON
- Full-time
…operations/business focused and 50% accounting and financial reporting focused. The successful candidate will partner closely with Plant Managers, Operations, Supply Chain, and senior…
Added 29 mins ago
SC
Financial Analyst
SPECTRAFORCE Canada
Gatineau, QC
- Contract
Job Title: Financial Analyst III (Bilingual – fluent in French and English)
Added 44 mins ago
Business Intelligence Analyst, Google Cloud Support
Google
Waterloo, ON
As a Business Intelligence Analyst in Cloud Support, you will play a key role in building, maintaining, and securing high-quality, single-source-of-truth (SSOT) data systems. Sitting at the…
Added 44 mins ago
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Senior GRC Analyst
Quantexa
Remote, Canada
- $116,000 to $146,000 CAD / year
- Full-time
- Remote
It isn’t often you get to be part of a tech company that, since 2016, has been innovating the data analytics market in ways no-one else can. Our technology started out in FinTech, helping…
Added 44 mins ago
R(
Allocation Analyst
Reitmans (Canada) Ltée/Ltd
Montreal, QC
- Full-time
Join PENN. as an Allocation Analyst and bring your passion for fashion, products and customer trends into a role where data drives decisions.
Added 1 hour ago
VB
Senior Financial Analyst - 12 month contract
Vaco by Highspring
Toronto, ON
- $45 to $50 CAD / hour
- Contract
Role: The Senior Financial Analyst will play a key role in supporting the company’s financial reporting, technical accounting, and business decision-making processes. This role requires…
Added 1 hour ago
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CRM Analyst
Sagard
Toronto, ON · Montreal, QC
- Full-time
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…
Added 1 hour ago
RH
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
S
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 1 hour ago
Senior Analyst, Ecommerce & Digital
Rogers Communications
Mississauga, ON
Reporting to the Director of Planning, Digital Product & Analytics, you'll be at the centre of how we make decisions as our eCommerce & Digital Analytics analyst. You'll work with Planning,…
Added 2 hours ago
DI
Director of Qualitative Research
Dig Insights
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…over 250 strategists, insights consultants, developers, and data scientists. We work for a global client base out of offices in Toronto, Chicago, London, and…
Added 2 hours ago
FC
Green - Technical Business Analyst - Toronto Police Service - Consulting
FuntoNetwork Consulting
Toronto, ON
- $65 to $139 USD / hour
- Contract
FuntoNetwork is seeking a Technical Business Analyst for upcoming project opportunity: Toronto Police Service.
Added 2 hours ago
KD
Premier·ère analyste financier·ère | Senior Financial Analyst
Keurig Dr Pepper Canada
Montreal, QC
- Full-time
Added 4 hours ago
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Consulting Manager-Scrum Master, Life Sciences w/ Manufacturing exp. Consulting
Cognizant
Halifax, NS
- Full-time
Capture and help support the creation of documentation for process, data, integration, reporting, validation and user-adoption requirements required for implementation.
Added 5 hours ago
Associate Director / Director, Financial Advisory
Teneo
Toronto, ON
Reviewing and stress-testing integrated business plans, budgeting and forecasting models using a fact-based, data driven approach, including KPI definition, data visualization, reporting…
Added 7 hours ago
RD
Data Creation Analyst - Entry Level
Randstad Digital
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Reporting directly to the Operations Manager, the Data Creation Analyst will be responsible for generating proprietary data by retrospectively analyzing video footage of sporting events…
Added 7 hours ago
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Analyst – Product & Accounting Control
mthree
Montreal, QC
- $50,000 to $53,000 CAD / year
- Contract
This role is ideal for recent graduates and early-career professionals who are analytical, detail-oriented, and eager to develop expertise in Accounting, P&L, and reporting.
Added 7 hours ago
WK
Plant Finance Analyst
WK Kellogg
Belleville, ON
- Full-time
As a Plant Financial Analyst, you’ll play an important role in supporting the day-to-day financial operations of the Belleville plant. This role is ideal for someone who enjoys working with…
Added 7 hours ago
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RQ11734 - Business Analyst - Senior
Maarut
Toronto, ON
- Contract
business, functional, non-functional, data, reporting, integration, and
Added 7 hours ago
SI
Business Intelligence Analyst
Spait Infotech
Canada
- Full-time
Maintain documentation for dashboards, data models, and reporting workflows.
Added 7 hours ago
MC
Financial Analyst
Mennonite Central Committee Ontario (MCC Ontario)
Kitchener, ON
- Full-time
The Financial Analyst is responsible for day-to-day financial accounting matters, ensuring tasks are completed promptly and accurately. This salaried position will be responsible for the…
Added 7 hours ago
LD
Program Financial Analyst
Leonardo DRS
Bedford, NS
- Full-time
Reporting to the Senior Manager, Program Finance the Program Finance Analyst will analyze, plan and understand the company’s financial position, support baseline planning and actual cost…
Added 7 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.

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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