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Added 10 mins ago
BR
Maintenance Manager
BGO Real Estate
Cambridge, ON
- Full-time
The Maintenance Manager is responsible for the effective delivery of maintenance and building operations within an assigned residential property or portfolio. The role ensures building…
Added 10 mins ago
DH
Marketing Manager
Decoda Health
Toronto, ON
- Full-time
Commercial instincts. You connect marketing work to pipeline and revenue, not just engagement
Added 10 mins ago
ML
Hospitality Manager - Retail
MAPLE LEAF LOUNGE
Toronto, ON
- Full-time
Now, if you were to come on board as our Hospitality Manager - Retail, we'd ask you to do the following for us:
Added 10 mins ago
FB
Assistant Produce Manager
Farm Boy Inc.
Ottawa, ON
- From $20.5 CAD / hour
- Full-time
You’ll work alongside the Department Manager to help deliver standout service and operational excellence that reflect Farm Boy’s commitment to the best fresh shopping experience. Through…
Added 10 mins ago
FB
Bakery Department Manager
Farm Boy Inc.
Ottawa, ON
- $52,000 to $57,000 CAD / year
- Full-time
…strong business results. Partnering closely with the Store Manager and Retail Specialist, you’ll bring strategy to life while building a culture rooted in trust, engagement, and high…
Added 10 mins ago
SG
Resident Services Manager (Office Manager/Prospect Management) - Seniors Living
S&R Group of Companies
Kitchener, ON
- Full-time
Added 25 mins ago
C
Business Development Manager - Winnipeg
Caesarstone
Winnipeg, MB
- Full-time
Business Development Manager - Winnipeg (frequent travel to Saskatchewan required)
Added 25 mins ago
Delivery Manager – Personalization and Marketing (7 months contract)
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Toronto, ON
Delivery Manager – Personalization and Marketing
Added 25 mins ago
Grocery - Manager Grocery
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Ottawa, ON
The Grocery Manager is responsible for coaching, motivating, and developing department staff to foster customer loyalty, fulfil customer needs and actively contribute to an environment of…
Added 25 mins ago
Coordonnateur des opérations - Operations Coordinator
Ice River Sustainable Solutions
Lachute, QC
Engagement marqué envers la santé et la sécurité au travail, l’entretien des équipements et le respect des exigences réglementaires.
Added 25 mins ago
TR
TPSS Work Package Manager
Trillium Rail Partners
Mississauga, ON
- Full-time
TRP has a current vacancy for an OCS-TPSS Work Package Manager that will be responsible for the full lifecycle delivery of the Traction Power Supply System (TPSS) across the ECWE project.…
Added 25 mins ago
UO
Undergraduate Academic Student Advisor
University of Alberta
Edmonton, AB
- Full-time
Reporting to the Manager, Student Services, the Student Services Advisors provide superior student services to undergraduate Engineering students. Specific responsibilities are to…
Added 25 mins ago
I
Senior Account Manager
Innovex
Calgary, AB
- Full-time
Innovex Canada is seeking a commercially driven Senior Account Manager to grow revenue, expand market share, and strengthen customer relationships across the well construction and…
Added 25 mins ago
B
Manager, Management Operating System (MOS) Design
Brunel
Vancouver, BC
- $150,000 to $190,000 CAD / year
- Full-time
Brunel is seeking an experienced Manager, Management Operating System (MOS) Design to lead the design, development and continuous improvement of a comprehensive Management Operating System…
Added 40 mins ago
SD
Assistant Front Store Manager, Hourly Part Time Day
Shoppers Drug Mart
Dieppe, NB
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 40 mins ago
LC
Fresh Food Department Manager - In Training
Loblaw Companies Limited
Langford, BC
- Full-time
Ready to lead with purpose? Join Real Canadian Superstore as a Department Manager in Training and build the skills to inspire teams, deliver exceptional customer experiences, and grow your…
Added 40 mins ago
LC
Produce Department Manager
Loblaw Companies Limited
Prince Albert, SK
- Full-time
Lead, coach and motivate colleagues to improve productivity, engagement and retention
Added 40 mins ago
W
Job Developer & Employee Engagement Officer
Wesley
Hamilton, ON
- Full-time
The Job Developer & Employer Engagement Officer is a key member of STEP program, led by the Program Manager, and in close collaboration with Employment Case Managers to support…
Added 40 mins ago
R
Assistant Branch Manager
RBC
Surrey, BC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 56 mins ago
C
FT TMLP Grocery Supervisor (Stonebridge Food #430) Saskatoon, SK - Saskatoon Co-op
Co-op
Saskatoon, SK
- Full-time
Reporting to the Food Store Manager, responsibilities for this position include the following:
Added 56 mins ago
Assistant Branch Manager
Money Mart
Toronto, ON
Assistant Branch Managers help the Branch Manager lead the day-to-day success of a Money Mart branch while staying hands-on with customer service, sales, financial service transactions,…
Added 56 mins ago
A
Recreation & Volunteer Coordinator - AgeCare Royal Oak
AgeCare
Kingsville, ON · AgeCare Royal Oak
- Full-time
…policies and procedures, reporting deficiencies to the Program…
Added 56 mins ago
M
Digital Product Owner
Manulife
Waterloo, ON · Montreal, QC
- Full-time
Exposure to CMS tools, particularly Adobe Experience Manager, and basic knowledge of agile methodologies like Lean, Scrum, and Kanban.
Added 56 mins ago
Supervisor - Intake & Reporting
Halton Region
Oakville, ON
Reporting to the Manager, Immunization Services, this position will provide leadership, supervision, and support to a team that may include Public Health Nurses, Registered Nurses, Data…
Added 56 mins ago
AC
Project Manager, Technology
Air Canada
Toronto, ON · Dorval, QC
- Full-time
The Project Manager, Technology, is responsible for driving and delivering IT projects encompassing all phases of the project lifecycle. The job of a Project Manager requires in-depth…

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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