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Added 2 mins ago
RB
Payment Analyst - GA
Royal Bank of Canada
Toronto, ON
- Full-time
As a Payment Analyst - GA will be reporting to the Manager, U.S. Payments Processing. In this role, you are primarily focused on providing professional, attentive service to the first point…
Added 17 mins ago
T
Cost Analyst
Thermon
Orillia, ON
- Full-time
The Cost Analyst is a member of the Business Group Finance team responsible for providing cost analysis, cost reporting, and productivity project analysis and planning support to…
Added 17 mins ago
EI
Human Resources Business Partner - Term Certain
Elk Island Public Schools
Sherwood Park, AB
- Full-time
Leverage data and analytics in collaboration with the ERP Business Analyst to build reports that inform HR practices and align with strategic goals.
Added 17 mins ago
AR
Senior Financial/Compensation Analyst (16 month) Temp
Acrisure Re
Toronto, ON
- $70,000 to $110,000 CAD / year
- Full-time
We are seeking a Senior Financial Analyst to act as a strategic finance business partner to HR, FP&A, Accounting, Office Heads, and, where needed, the broader Group. Reporting to the VP of…
Added 17 mins ago
TM
Senior Financial Analyst
The Mason Group - Strategic Search Partners
Burlington, ON
- $105,000 to $115,000 CAD / year
- Full-time
Our client is seeking a highly analytical and business-focused Senior Financial Analyst to join their Finance team. The Senior Financial Analyst is an integral part of the Corporate Finance…
Added 17 mins ago
AL
Accounts Payable Analyst
Air Liquide Healthcare
Mississauga, ON
- Full-time
Air Liquide Home Healthcare Canada Inc. is looking for a dynamic Accounts Payable Analyst to join our team. In this role, you will be a key player in ensuring the accuracy, timeliness, and…
Added 17 mins ago
FC
Analyste d'affaires – Finance
FOP Consultants
Montreal, QC
- Full-time
The Finance Business Analyst contributes to the design, validation and deployment of the Oracle Fusion Finance modules (General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets,…
Added 17 mins ago
OD
Financial Analyst (School Support) - 1.0 Term Assignment
Ottawa-Carleton District School Board (OCDSB)
Ottawa, ON · Nepean, ON
- Internship
Reporting to the Team Manager - Financial Services, the Financial Analyst is responsible for reporting financial information to the District and the Ministry of Education; providing…
Added 32 mins ago
O
Analyste financier
Onepoint
Montreal, QC
- Full-time
Added 32 mins ago
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Analyste financier
Wepoint
Montreal, QC
- Full-time
Added 32 mins ago
CM
Senior Financial Analyst
Canadian Mental Health Association
Guelph, ON
- Full-time
We are recruiting for a SENIOR FINANCIAL ANALYST
Added 32 mins ago
T
IT Operations Analyst II-Host Operations
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 32 mins ago
T
IT Operations Analyst II
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 47 mins ago
ED
Sr. Analyst, Mid-Market Lending-Western Region - EN 817
Export Development Canada | Exportation et développement Canada
Calgary, AB
- $74,297 to $99,063 CAD / year
- Full-time
Assist in due diligence activities, including financial, legal, and business assessments
Added 47 mins ago
ED
Sr. Analyst, Mid-Market Lending-Western Region - EN 817
Export Development Canada | Exportation et développement Canada
Vancouver, BC
- $74,297 to $99,063 CAD / year
- Full-time
Assist in due diligence activities, including financial, legal, and business assessments
Added 47 mins ago
SC
Senior Financial Analyst FP&A
Sleep Country
Brampton, ON
- Full-time
This is an exciting opportunity for a Senior Financial Analyst, Financial Planning & Analysis, to play a key role in delivering financial insights and decision support that drive strategic…
Added 47 mins ago
Fraud Detection Analyst
Scotiabank
Toronto, ON
The Fraud Detection Analyst contributes to the success of Tangerine Fraud Operations by detecting, investigating and mitigating fraudulent activity across Tangerine products. The role helps…
Added 47 mins ago
ED
Sr. Analyst, Mid-Market Lending-Western Region - EN 817
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $74,297 to $99,063 CAD / year
- Full-time
- Remote
Assist in due diligence activities, including financial, legal, and business assessments.
Added 47 mins ago
ED
Sr. Analyst, Mid-Market Lending-Western Region - EN 817
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $74,297 to $99,063 CAD / year
- Full-time
- Remote
Assist in due diligence activities, including financial, legal, and business assessments.
Added 47 mins ago
ED
Sr. Analyst, Mid-Market Lending-Western Region - EN 817
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $74,297 to $99,063 CAD / year
- Full-time
- Remote
Assist in due diligence activities, including financial, legal, and business assessments.
Added 47 mins ago
Budget Analyst
Government of Alberta
AB
The Alberta Public Service (APS) is taking a One Finance approach to the delivery of financial services. Financial services include the delivery of financial planning, reporting and…
Added 1 hour ago
N
Senior Finance Analyst, Operations Finance & Analytics
Napoleon
Barrie, ON
- Full-time
…Operations, Supply Chain, Sales, HR, IT, and Finance to explain business performance, identify risks and opportunities, and support informed operating and investment decisions. Owns…
Added 1 hour ago
NB
Chief Data Analyst
National Bank of Canada
Montreal, QC
- Full-time
You will be part of a team of 5 colleagues in the financial crime sector and will report to the Analytics Manager – Fraud risk Management. Our team stands out for its strong analytical…
Added 1 hour ago
ED
Sr. Analyst, Mid-Market Lending-Western Region - EN 817
Export Development Canada | Exportation et développement Canada
Winnipeg, MB
- $74,297 to $99,063 CAD / year
- Full-time
Assist in due diligence activities, including financial, legal, and business assessments
Added 1 hour ago
V
Finance Manager
Vaco
Toronto, ON
- $100,000 to $120,000 CAD / year
- Full-time
5–7+ years of progressive accounting and financial reporting experience, including experience at the Senior Financial Analyst level or above

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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