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Added 10 mins ago
L
Assistant Manager, Guest Experience | Whistler Village
lululemon
BC · British Columbia, Canada
- Full-time
…particular, that includes creating an equitable, inclusive and growth-focused environment for our…
Added 10 mins ago
TS
TDS Operations Analyst III
TD Securities
Toronto, ON
- Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 10 mins ago
TS
TDS Operations Analyst II
TD Securities
Toronto, ON
- Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 10 mins ago
A
Director of Knowledge Management - NAMER
Ashby
Canada
- Full-time
Coach and develop Knowledge Managers through specific feedback on their work, clear career paths, and growth opportunities.
Added 10 mins ago
WP
Occupational Therapist, Regular Full-Time, Rehabilitation Department
West Parry Sound Health Centre
Parry Sound, ON
- Full-time
…skill set in a modern environment. In addition, we encourage growth and development and welcome new graduates to apply and explore this opportunity with…
Added 10 mins ago
DG
Superintendent, Mechanical
Dawson Group
Fort St. John, BC
- Full-time
…full-time position of Superintendent, Mechanical will report to the Manager, Operations. This position is based in Fort St. John, BC and may require some local travel and throughout our…
Added 10 mins ago
LM
Field Technician
Leavitt Machinery
Kitimat, BC
- Full-time
…and customer-focused mindset, Leavitt has achieved consistent growth over the past 25 years. With a focus on learning and continuous improvement, we are proud to invest in our people and…
Added 10 mins ago
SI
Occupational Therapist (casual), Transitional Health
Shannex Incorporated
Bedford, NS
- Temporary
Reporting to the Allied Health Manager, the Occupational Therapist is integral in supporting the goal of returning to home/community by being engaged in interprofessional collaboration,…
Added 10 mins ago
EG
Commodity Checker/ Counter
Emterra Group
Vernon, BC
- Full-time
Emterra Group is a dynamic, growth-oriented, and safety-focused group of companies. organizations have been deemed to be an “essential service” by providing collection and processing for…
Added 10 mins ago
R
Associate Managing Editor (French Services) (On Site)
Radio-Canada
Sherbrooke, QC
- Full-time
…will work closely with and under the supervision of the Senior Manager of News and Programming. This position is based in…
Added 10 mins ago
SI
Clinical Dietician (Casual), Transitional Health
Shannex Incorporated
Bedford, NS
- Temporary
Reporting to the Transitional Health Manager, Allies Health, the Dietician is integral in supporting the goal of returning to home/community by being engaged in interprofessional…
Added 10 mins ago
SI
Physiotherapist (casual), Transitional Health
Shannex Incorporated
Bedford, NS
- Temporary
…in the healthcare sector, Shannex offers opportunities for growth, development, and advancement in an environment where integrity, teamwork, and safety are at the heart of everything we do.…
Added 10 mins ago
OC
Human Resources Business Partner
Options Consulting Solutions
Markham, ON
- $90,000 to $100,000 CAD / year
- Full-time
Opportunity to join a growth and development.
Added 10 mins ago
TM
Wireless Store Manager
The Mobile Shop
Saint John, NB
- Full-time
…Canada’s leading wireless retailer. We are seeking a Store Manager who will guide customers towards their optimal phone and rate plan options that align with their unique…
Added 10 mins ago
SH
Chemical Scientist
Siemens Healthineers
Ottawa, ON
- Full-time
…resources and flexibility to foster your professional and personal growth, all while valuing your unique…
Added 10 mins ago
TT
General Sales Manager - Ottawa
Trane Technologies
Ottawa, ON
- Full-time
Trane is looking for a dynamic and compassionate General Sales Manager for our Ottawa, ON office, committed to delivering business results and continually fostering employee engagement. You…
Added 10 mins ago
C
Assistant Store Manager - Bayshore Shopping Centre
Claire's
Ottawa, ON
- $21 to $25 USD / hour
- Full-time
Sales Leadership & Profit Growth: Take ownership of store sales by delivering outstanding customer experience, upselling products, and implementing promotions to maximize revenue. You’ll be…
Added 10 mins ago
SG
Senior Manager, Investment Distribution Management - JFL Equity Research
Scotia Global Asset Management
Montreal, QC
- Full-time
The Senior Manager, Investment Distribution Management, is responsible for designing and executing strategies that support the distribution of equity mandates managed by Jarislowsky…
Added 10 mins ago
M
Division Manager – Environmental Services, Site Assessment & Remediation
McElhanney
Victoria, BC
- Full-time
Due to organic growth and an expanding market, we are seeking a dynamic leader to support our local team and participate in the McElhanney Environmental Practice.
Added 10 mins ago
MC
Manager – Banking Cloud & Platform Engineering (35857)
Myticas Consulting
Toronto, ON
- Full-time
Manager – Banking Cloud & Platform Engineering
Added 10 mins ago
DG
Civil Junior Estimator
Dawson Group
Kamloops, BC
- Full-time
…permanent, full-time position of Junior Estimator, reporting to the Manager Operations. To be considered for this role, you should have effective interpersonal skills, a collaborative…
Added 10 mins ago
KD
Customer Accounts Specialist
Keurig Dr Pepper Canada
Mississauga, ON
- $57,100 to $70,000 CAD / year
- Full-time
Collaborate with Manager to identify and implement strategic initiatives to enhance customer relationships while reducing cost. Provide analysis to take advantage of promotion,…
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M
Account Manager
Mentimeter
Toronto, ON
- Full-time
As an Account Manager, you will lead the expansion of our existing Enterprise customers by focusing on revenue growth through renewals and up-sales while serving as a trusted adviser to our…
Added 10 mins ago
CI
Banquet Assistant Manager
Canad Inns
Winnipeg, MB
- Full-time
We are seeking a highly motivated and experienced Assistant Banquet Manager to support banquet operations at Polo Park. This position offers an exciting opportunity for a hospitality…
Added 10 mins ago
A
Used Car Manager - Cambridge Hyundai
AutoCanada
Cambridge, ON
- $110,000 to $150,000 CAD / year
- Other
Assist in the development and implementation of strategies for growth

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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