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Added 13 mins ago
JC
Equipment Design Engineering Manager (onsite)
Johnson Controls
AB · SA - Edmonton Orion
- Full-time
We are seeking a strategic and technically driven Equipment Design Engineering Manager to lead a high-performing team of Senior Equipment Design Engineers and Subject Matter Experts. In…
Added 14 mins ago
P
Manager, Data Integration
Prophix
Remote, Canada
- Full-time
- Remote
At Prophix, we’re building the platform that helps finance teams stop managing spreadsheets and start driving strategy. Prophix One™ brings planning, reporting, consolidation, and…
Added 14 mins ago
NP
Manager, Finance Systems & Data Governance
Neo Performance Materials
Toronto, ON
- $110,000 to $130,000 CAD / year
- Full-time
Practical accounting and consolidation knowledge sufficient to investigate trial-balance, mapping and reporting differences.
Added 14 mins ago
A
Data Architect
Altis
Mississauga, ON
- $70 to $100 CAD / hour
- Full-time
You'll evaluate Azure, Snowflake, Databricks, Microsoft Fabric, Power Platform, and Azure ML to recommend integrated solutions.
Added 14 mins ago
NR
Accounts Payable Manager
Northern Reflections
Toronto, ON
- Full-time
Reporting to the Corporate Controller, the Accounts Payable Manager leads and oversees the end-to-end accounts payable operations, ensuring timely, accurate, and compliant transaction…
Added 43 mins ago
TG
Project Manager, Glazing
Triumph Group of Companies
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Project Manager, Glazing leads the full lifecycle of commercial and residential glazing projects across the GTA, from preconstruction planning through to close-out. You will manage…
Added 43 mins ago
P
Manager, Data Integration
Prophix
Toronto, ON · Etobicoke, ON
- Full-time
At Prophix, we're building the platform that helps finance teams stop managing spreadsheets and start driving strategy. Prophix One™ brings planning, reporting, consolidation, and…
Added 43 mins ago
AI
Snowflake Admin
Avanciers Inc.
Markham, ON
- Full-time
Working knowledge of AWS data services such as S3, IAM, Glue, Lambda, KMS, Secrets Manager, EventBridge, SNS, SQS, RDS, and PrivateLink.
Added 44 mins ago
RG
Amazon Account Manager
R2 Global
Toronto, ON
- Full-time
Here at R2 we have partnered with a growing player in the eCommerce space who are looking for an Amazon Account Manager to join their team, helping brands grow and win on the Amazon…
Added 58 mins ago
B
BMO Capital Markets Summer 2027 Investment Banking Analyst, Toronto
BMO
Toronto, ON · FCP
- Full-time
…of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and…
Added 1 hour ago
T
Software Engineer II - Angular UI
TD
Toronto, ON
- Full-time
…based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational…
Added 1 hour ago
T
Personal Banking Associate Trainee - Future Opportunities
TD
Milton, ON · Oakville, ON
- Full-time
…based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational…
Added 1 hour ago
T
TD Insurance, Legal Assistant III
TD
Saint John, NB
- Full-time
…based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational…
Added 1 hour ago
T
Personal Banker Trainee - Cantonese and/or Mandarin
TD
Markham, ON
- Full-time
…based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational…
Added 1 hour ago
T
Customer Experience Associate
TD
Thornbury, ON
- Full-time
…career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you…
Added 1 hour ago
CF
Evaluation & Measurement Specialist
Calgary Foothills Primary Care Network
Calgary, AB
- Temporary
Reporting to the Evaluation Manager, the Evaluation & Measurement Specialist is a key member of the evaluation team. This position works closely with Program Managers, Liaisons, and other…
Added 1 hour ago
CF
IT Change Management and Release Engineer II
CI Financial
Toronto, ON
- Full-time
Support users of the on-prem CI/CD platform including GIT for version control
Added 1 hour ago
T
Customer Experience Associate - Moncton Downlown
TD
Moncton, NB
- Part-time
…career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you…
Added 1 hour ago
T
Audit Manager I, TD Securities (1149)
TD
Toronto, ON
- Full-time
…based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational…
Added 1 hour ago
T
Personal Banking Associate (Full time) - Jean-Talon & Querbes
TD
Montreal, QC
- Full-time
…based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational…
Added 1 hour ago
M
People Services AI Solutions & Configuration Lead
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Working at the intersection of HR technology, AI innovation, employee experience, and platform capability, you will evaluate emerging technologies, translate business needs into scalable…
Added 2 hours ago
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Mortgage Agent
Pineapple
ON · Ontario, Canada
- Full-time
…experienced professional seeking unparalleled support, our platform, support, and culture is built to scale your business with speed, intelligence, and…
Added 2 hours ago
AA
Vice President, Business Development
AIP Asset Management
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
…private debt and access to late-stage private companies. AIP's platform includes the AIP Convertible Private Debt Fund LP and XIPO LP, giving qualified investors exposure to strategies…
Added 2 hours ago
S
CRM Analyst
Sagard
Toronto, ON · Montreal, QC
- Full-time
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.
Added 2 hours ago
R
Senior Relationship Manager, Real Estate, SME
RBC
Blainville, QC
- Full-time
Deep products and services knowledge dependent on industry specialization

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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