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Added 4 mins ago
P
Technical Sales Engineer (Electrical Power Solutions) (LB0010)
Potenco
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Identify and pursue new business opportunities within target markets
Added 4 mins ago
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Global GEO Manager
Manulife
Toronto, ON
- Full-time
…decisions for material or enterprise-wide matters. The Global GEO Manager operationalizes this direction across markets and brings forward recommendations for overall improvement, while…
Added 4 mins ago
Payroll Team Lead
Westerkirk
Calgary, AB
…across British Columbia, Alberta and Ontario, as well as in markets and distribution hubs…
Added 4 mins ago
NF
Category Specialist
Nature's Fare Markets
Surrey, BC
- Full-time
…administrative , executional, and analytical support to the Category Manager(s). This position ensures accurate data management, supports cross-functional alignment to deliver sales growth…
Added 4 mins ago
NF
Assistant Store Manager - Temporary 12 Months
Nature's Fare Markets
White Rock, BC
- Contract
People are at the heart of what Nature's Fare Markets does and with this lens, you will lead the Store Team with your creativity, passion for organic and natural products, and a quality…
Added 19 mins ago
TM
Client Service Project Manager - Financial Print (2nd Shift)
Toppan Merrill
Toronto, ON
- $20 to $40 CAD / hour
- Full-time
Toppan Merrill has an exciting opportunity for a Client Service Project Manager - Financial Print - 2nd Shift to join our #hybrid Toronto, ON team. In this role, you will provide…
Added 19 mins ago
CS
Senior Account Executive, Europe
Carina Software
North Vancouver, BC
- £80,000 to £95,000 GBP / year
- Full-time
· 5+ years in sales, business development or quota-carrying roles within SaaS, technology or oil & gas markets
Added 19 mins ago
MI
Director - Subadvisory Relationships
MFS Investment Management
Toronto, ON
- Full-time
Responsible for maintaining strong strategic partnerships with representatives from subadvisory clients’ marketing, product, distribution and investment manager research teams.
Added 34 mins ago
CO
Growth Coordinator
City of Saint John
Saint John, NB
- Full-time
…of Saint John and under the direct supervision of the Growth Manager, the Growth Coordinator will be a champion for growth in Saint…
Added 34 mins ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…drive efficiency and effectiveness in financial processes, business operations and major initiatives. You will play a key role within the Internal Audit Department to test the effectiveness…
Added 34 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
We are looking for a high-impact Finance Manager FP&A to act as a true business partner to our Product Line leadership team.
Added 34 mins ago
LM
Head of Digital Performance
Lacroix Médecine Privée
Quebec, QC
- Full-time
…high-performing strategies that generate a tangible impact on our business objectives. Their daily challenge: transforming data into opportunities, strategies into results, and ideas into…
Added 34 mins ago
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Senior Eddy Current Specialist
BWXT
Kitchener, ON
- Full-time
…require a diverse range of skills to support our work in the markets that drive our business and welcome candidates from all backgrounds and life stages who are passionate about making a…
Added 34 mins ago
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Account Manager
Talentfoot Executive Search
Montreal, QC
- Full-time
…acceleration. To support this momentum, they are seeking an Account Manager who will play a key role in strengthening customer relationships, driving account growth, and maximizing the…
Added 34 mins ago
Team Lead - Business Banking - West New Brunswick
Scotiabank
NB · Fredericton, NB
The Team Lead is responsible for leading, overseeing and providing strategic direction to the Canadian Small Business (SB) sales force. This role ensures business strategies, plans and…
Added 49 mins ago
FI
Territory Sales Manager
Formations Inc
Regina, SK
- Full-time
…looking for a motivated, relationship-driven Territory Sales Manager (TSM) to join our Saskatoon team and help expand our market…
Added 1 hour ago
QM
Senior Analyst, Capital Markets Operations
Quantum Management Services Ltd.
Toronto, ON
- $40 CAD / hour
- Contract
- Minimum 3 years of relevant experience in Capital Markets Operations, Middle Office, Trade Support or Settlements, preferably within a large financial institution, asset manager or…
Added 1 hour ago
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Director, Intraday Liquidity Risk Oversight
BMO
Toronto, ON
- Full-time
Reviews new business initiatives and monitors existing initiatives to identify potential risk situations/ impacts; makes recommendations or escalates to the manager, as per guidelines.
Added 1 hour ago
GD
Growth Manager - Canadian Market
General Dynamics Land Systems–Canada
London, ON
- Full-time
We are looking for a passionate Canadian Market Growth Manager to lead market expansion; form strong relationships with senior government representatives; deliver innovative, differentiated…
Added 1 hour ago
R
Manager Business Markets
RBC
Toronto, ON
- Full-time
You will lead a best-in-class business markets team to maximize RBC’s position in the market and bring the best of RBC to businesses and their owners. You will coach your team to deliver an…
Added 1 hour ago
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Manager, Compliance Monitoring & Testing (5672)
TD
Toronto, ON
- Full-time
Reviewing new business opportunities, such as new products or markets from a compliance perspective
Added 1 hour ago
T
Bilingual (FR/EN) Contact Centre Representative, Canadian Banking, Easyline
TD
Montreal, QC
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 1 hour ago
B
Law Clerk, Capital Markets
BMO
Toronto, ON · FCP
- Full-time
…of the General Counsel. Builds effective relationships with business/group, provides advice on standard processes and ensures compliance with internal procedures. This position is privy to…
Added 1 hour ago
TG
Cash Management Officer - Tax Intern
TMX Group
Toronto, ON
- $22 to $25 CAD / hour
- Full-time
…Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we’re connecting cross-functionally, traversing industries and geographies, moving…
Added 1 hour ago
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Manager - Inside Sales
Wesco
Colborne, ON
- Full-time
As the Manager - Inside Sales, you will be responsible for the execution of strategic direction, development, and performance of inside sales activities in assigned markets. You will work…

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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