Find work in Canada.

A simpler way to find your next job.

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 1 min ago
AP
Cash Flow & Reporting Analyst | Calgary
Aspen Properties
Calgary, AB
- Full-time
We are pleased to announce we have an immediate opening for a team and service-oriented individual to fill a Cash Flow & Reporting Analyst role based in Calgary.
Added 1 min ago
N
Customer Success Technical Coordinator - Bilingual (FR/EN)
Numeris
Toronto, ON
- Full-time
required. The Coordinator also works closely with the Customer Success Insights Analyst to manage recurring,
Added 16 mins ago
T
Sr. Product Solution Analyst, TD Securities
TD
Toronto, ON
- Full-time
This role offers an exceptional opportunity to contribute to a leading-edge technology team, driving innovation and excellence in the Equity Derivatives space.
Added 16 mins ago
Business Analyst - Systems
The St. Lawrence Seaway Management Corporation
Cornwall, ON
…life. Discover a workplace that promotes safety, diversity and…
Added 31 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 1 hour ago
GC
REQ26-161- Financial Analyst
Glencore Canada
Quebec, QC
- Internship
Joining Mine Raglan as a Senior Financial Analyst means becoming part of a workplace that values people as much as performance. Our corporate culture emphasizes a healthy work-life balance,…
Added 1 hour ago
P
Sr. HRIS Analyst
PointClickCare
Mississauga, ON
- Full-time
…we continue to invest in training and development to nurture innovation throughout the employee…
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
TG
Process Analyst Student Intern
TMX Group
Toronto, ON
- $20 to $23 CAD / hour
- Full-time
…nation's most critical systems, fueling capital formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to…
Added 1 hour ago
BU
Instructor ADST 5P75 Winter D11 Burlington
Brock University
St. Catharines, ON · Main Campus (Employees)
- Part-time
We are one of Canada’s outstanding comprehensive universities, where excellence and innovation thrive! Brock has been proudly recognized as a Hamilton-Niagara Top Employer for eight…
Added 1 hour ago
R
Finance Analyst
RTX
Midland, ON
- Full-time
Raytheon ELCAN is a global leader in high-precision optical systems. Our commitment to innovation, quality, and excellence spans over 70 years has earned us a reputation for delivering…
Added 1 hour ago
Fraud Detection Analyst
Scotiabank
Toronto, ON
At Tangerine, we’re redefining banking. As Canada’s leading digital bank, we thrive on innovation, agility, and bold thinking, tackling every challenge head-on with leading technology and…
Added 1 hour ago
SAP Enterprise Asset Management (EAM) / Plant Maintenance (PM)
Precision Drilling
Calgary, AB
Bachelor’s degree in information technology or relevant work experience, plus 5+ years as an SAP Functional Analyst; and oil and gas experience is an asset
Added 2 hours ago
P
Sr. HRIS Analyst
PointClickCare
Mississauga, ON
- $84,000 to $105,000 CAD / year
- Full-time
…we continue to invest in training and development to nurture innovation throughout the employee…
Added 2 hours ago
S
Pricing Analyst
Sandvik
Surrey, BC · Sudbury, ON · Val-d'Or, QC · Lively
- Full-time
Currently, we have an opening for a Pricing Analyst. At Sandvik, the Pricing Analyst is responsible for providing day-to-day pricing administration and master data support for Parts &…
Added 3 hours ago
S
CRM Analyst
Sagard
Toronto, ON · Montreal, QC
- Full-time
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…
Added 3 hours ago
Senior Analyst, Ecommerce & Digital
Rogers Communications
Mississauga, ON
…dynamic team at Rogers Sports & Media? We believe in creativity, innovation, and collaboration in everything we do, and we are looking for people who share this mindset to join us. With a…
Added 4 hours ago
DI
Director of Qualitative Research
Dig Insights
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…the world’s most well-loved brands, powering their brand and innovation decision-making. Dig One is our agile technology platform, used by our people and our clients, to deliver smarter and…
Added 4 hours ago
HT
CNC Machinist - Rotational Shifts only + Benefits package + Paid time off +Shift Premium+ RRSP benefits
Husky Technologies
Bolton, ON
- Full-time
…we strive to be the best with a strong foundation built on innovation, collaboration and a unique culture with great people. We have an ambitious growth strategy that means exceptional…
Added 5 hours ago
KD
Premier·ère analyste financier·ère | Senior Financial Analyst
Keurig Dr Pepper Canada
Montreal, QC
- Full-time
Added 6 hours ago
AH
Clinical Informatician
Alberta Health Services
Edmonton, AB
- Temporary
…configuration. Demonstrated creative and critical thinking, innovation-focused, change orientated individual with strong logical reasoning skills. Demonstrated communication, interpersonal,…
Added 6 hours ago
O
Sr. Director, Product Management, AI Product Strategy
OpenText
Waterloo, ON
- Temporary
OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will…
Added 7 hours ago
RB
Financing Specialist
Royal Bank of Canada
Langley (District), BC · LANGLEY, British Columbia
- Full-time
Chartered Professional Accounting designation (CPA) or Chartered Financial Analyst (CFA)
Added 9 hours ago
PS
Accounting Support Analyst
PBS Systems
Calgary, AB
- Full-time
…to join our Client Services team. As an Accounting Support Analyst, you will provide excellent training to our new and existing customers in the accounting module of our software, by…
Added 9 hours ago
M
Analyst – Product & Accounting Control
mthree
Montreal, QC
- $50,000 to $53,000 CAD / year
- Contract
Esprit d’initiative, attitude exemplaire, innovation, enthousiasme, rigueur et orientation vers les résultats.

Sagard

CRM Analyst

Toronto, ON, Canada
Montreal, QC, Canada

Full-time

Apply About employer

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.

Apply About employer

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

Report this job