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Added 2 mins ago
MC
Manager, Business Banking Credit
Meridian Credit Union
Guelph, ON
- $79,100 to $110,000 CAD / year
- Full-time
…profitable growth. A key responsibility is to lead a team of Analyst and Senior Analysts, with a mandate to train, develop and…
Added 17 mins ago
T
Treasury Analyst, Liquidity Measurement - Analytics & Reporting
TD
Toronto, ON
- Full-time
Delivering regular and reliable liquidity metrics, analytics & insights based on deep understanding of the firm’s businesses and its client activities.
Added 17 mins ago
T
Sr. Product Solution Analyst, TD Securities
TD
Toronto, ON
- Full-time
…high-performing individual to become a key contributor within its dynamic technology solution team. This position reports directly to the Manager, Engineering within the Global Equity…
Added 32 mins ago
Instructional Design Specialist
Government of Alberta
AB
Reporting to the Senior Training Business Analyst, as the Instructional Design Specialist, you will bring your expertise in adult learning and instructional design to support…
Added 32 mins ago
QM
Senior Analyst, Accounts Payable & Financial Operations
Quantum Management Services Ltd.
Toronto, ON
- $42 to $48 CAD / hour
- Contract
…industry, is seeking an experienced and detail-oriented Senior Analyst, Accounts Payable & Financial Operations to join its finance and operations team on a contract…
Added 47 mins ago
D
IT Analyst
DealMaker
Remote, Canada
- $65,000 CAD / year
- Full-time
- Remote
Founded in 2018 by leading capital markets lawyers, DealMaker has blazed its own trail as the leading online capital-raising platform.As a tech startup, we are well-capitalized, firmly…
Added 1 hour ago
A
Analyst I, Laboratory (BSD)
Altasciences
Laval, QC
- Full-time
Altasciences strives to provide a French working environment for its employees in Quebec. Although as part of its francization program has taken all reasonable steps to avoid imposing the…
Added 1 hour ago
GO
Manager, Finance and Budget
Government of Nunavut Recruitment
Arviat, NU
- Full-time
…directly supervises the Capital Planner, Financial Reporting Analyst (located in Iqaluit), and the Cambridge Bay finance team, while providing functional oversight and guidance to regional…
Added 1 hour ago
R
Finance Analyst
RTX
Midland, ON
- Full-time
The Program Cost Controls Finance Team is seeking a Finance Analyst to support the Program Cost Controls Manager, with a primary focus on preparing, analyzing, and monitoring Estimates at…
Added 1 hour ago
SAP Enterprise Asset Management (EAM) / Plant Maintenance (PM)
Precision Drilling
Calgary, AB
…and sustainment of SAP solutions to help Precision achieve its High Performance / High Value goals. This role will be heavily focused on ongoing improvements, expansion initiatives, monthly…
Added 2 hours ago
QR
Analyste - Gestion de Prix de Ventes et Analyse de Données
Quincaillerie Richelieu
Montreal, QC
- Full-time
Richelieu Hardware is seeking a Sales Pricing Management and Data Analysis Analyst to join its Corporate Team at the Head Office in Saint-Laurent, Quebec.
Added 2 hours 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 2 hours 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 2 hours ago
Q
Senior GRC Analyst
Quantexa
Remote, Canada
- $116,000 to $146,000 CAD / year
- Full-time
- Remote
…in FinTech, helping tackle serious criminal activity. Now, its potential is virtually limitless. Working at Quantexa isn't just intellectually stimulating. We’re a real team. Collaborating…
Added 2 hours ago
R(
Allocation Analyst
Reitmans (Canada) Ltée/Ltd
Montreal, QC
- Full-time
For 100 years, Reitmans (Canada) Limited (RCL) has defined the Canadian retail fashion landscape with its three iconic brands, Reitmans, RW&CO and PENN. Penningtons. We're excited about…
Added 3 hours ago
S
CRM Analyst
Sagard
Toronto, ON · Montreal, QC
- Full-time
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.…
Added 3 hours ago
S
Business Analyst
Stantec
Edmonton, AB
- Full-time
Experience as a Business Analyst in a large organization
Added 3 hours ago
S
Desktop Support Analyst
Stantec
Saskatoon, SK
- Full-time
Take the next step in your IT career with Stantec as a Desktop Support Analyst supporting Information Technology Services. Collaborate with experienced Desktop Support and IT staff across…
Added 4 hours ago
DI
Director of Qualitative Research
Dig Insights
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Working closely with the Analyst, Managers and VP on their team, the Director of Qualitative Research / Senior Moderator provides essential support to their team to help execute and deliver…
Added 5 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 5 hours ago
KD
Premier·ère analyste financier·ère | Senior Financial Analyst
Keurig Dr Pepper Canada
Montreal, QC
- Full-time
Added 5 hours ago
NB
Senior Analyst - SSI Expert
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior SSI Analyst in the Capital Markets Operations team at National Bank means acting as a specialist in OTC operations and payment processes. This role allows you to make a…
Added 6 hours ago
O
Sr. Director, Product Management, AI Product Strategy
OpenText
Waterloo, ON
- Temporary
Shape OpenText's point of view on AI - representing the company at industry events, client forums, and analyst briefings - including Gartner, Forrester, and major client advisory boards -…
Added 7 hours ago
Associate Director / Director, Financial Advisory
Teneo
Toronto, ON
Teneo is expanding its already established global Financial Advisory footprint, now in Canada. The Canadian Financial Advisory team will join forces with the already established Strategy…
Added 9 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…

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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