Find work in Canada.

539,780 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 10 mins ago
T
Bilingual (FR/EN) Contact Centre Representative, Canadian Banking, Easyline
TD
Montreal, QC
- 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 unlock future…
Added 10 mins ago
SL
Business Development Partner
Sun Life
AB · Red Deer, AB
- Full-time
…insurance and wealth products. You’ll report to the District Manager (DM) and collaborate with the district and regional team and help generate business results for the overall…
Added 10 mins ago
KM
Customer Success Manager (Burnaby)
Konica Minolta Business Solutions (Canada) Ltd.
Burnaby, BC
- Full-time
Along with the Account Manager, act as a primary contact for customer stakeholders throughout the customer relationship
Added 10 mins ago
AE
Branch Representative
Avenir Energy
Sydney Indian Reserve No. 28A, NS
- Full-time
Support the Branch Manager in ensuring smooth branch operations and addressing any logistical or operational challenges.
Added 10 mins ago
B
Digital Product Owner
BMO
Toronto, ON · BMOPLACE
- Full-time
…customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your…
Added 10 mins ago
B
Law Clerk, Capital Markets
BMO
Toronto, ON · FCP
- Full-time
…customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your…
Added 10 mins ago
A
Warranty Manager
Airbus
Fort Erie, ON
- Full-time
The Warranty Manager is responsible for overseeing and optimizing the end-to-end warranty and returns process. The primary function of this role is to manage and facilitate product returns…
Added 24 mins ago
TG
Cash Management Officer - Tax Intern
TMX Group
Toronto, ON
- $22 to $25 CAD / hour
- Full-time
This role reports to: Senior Manager, Cash Management
Added 24 mins ago
BT
Audit and Assurance Manager
Baker Tilly Canada
Cobourg, ON
- Full-time
We are looking for an Audit and Assurance Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here,…
Added 24 mins ago
A
Représentant(e) au développement des ventes | Sales Development Representative
Actalent
Brossard, QC
- $55,000 to $60,000 CAD / year
- Full-time
…de clients à travers le monde. Spécialisés en comptabilité, finance, ressources humaines, acquisition de talents, approvisionnement, chaîne d’approvisionnement et certaines professions…
Added 24 mins ago
BO
FSS Senior Analyst, Payment Systems Oversight Division
Bank of Canada
Toronto, ON
- Full-time
Chartered Financial Analyst (CFA), Financial Risk Manager (FRM) or Professional Risk Manager (PRM) designation or certification, or the completion of courses towards these designations or…
Added 24 mins ago
BR
Senior Manager, Accounting
Brookfield Renewable
Gatineau, QC
- Full-time
Reporting directly to the Director, Accounting, the Senior Manager, Accounting will provide hands-on leadership to accounting teams and act as a critical bridge between strategy and…
Added 24 mins ago
CG
Food Service Manager (CSNM) , Contract
Compass Group Canada
Orillia, ON
- Full-time
Now, If You Were To Come On Board As a Food Service Manager We’d Ask You To Do The Following For Us
Added 24 mins ago
Sales Associate, Sales & Partnerships - Scotia iTRADE (Cantonese)
Scotiabank
Toronto, ON
Contribute to the implementation of Scotia iTRADE marketing strategies (under the direction of the Manager) to maximize opportunities for business growth.
Added 24 mins ago
Senior Manager, Data Product Management
Scotiabank
Toronto, ON
The Senior Manager, Data Product Management, is a key role within the Global Wealth Management (GWM) Data Centre of Excellence (Data CoE). Reporting to the Director, Data Product…
Added 24 mins ago
Senior Relationship Manager
Scotiabank
Hamilton, ON
The Senior Relationship Manager, Commercial is an automotive industry specialist in Dealer Finance who focuses on the development of new business opportunities and the cross-sell, up-sell,…
Added 24 mins ago
OEM Client Relationship Manager
Scotiabank
Vancouver, BC
The OEM Client Relationship Manager is an automotive industry specialist in Dealer Finance who serves as a dedicated point of contact for a selected Original Equipment Manufacturer (OEM)…
Added 24 mins ago
A
Co-Op Student - Project Support (DA)
AltaLink
Calgary, AB
- Other
…project completion. This Co-Op position will report to the Manager, Project Support DA, and work closely with the project managers, functional teams, and management to ensure project…
Added 24 mins ago
FC
IS Workforce Manager (Resource Manager)
Fidelity Canada
Toronto, ON
- Full-time
…Information Services (IS) and Business resources. The IS Workforce Manager drives solutions and strategies…
Added 24 mins ago
Indirect Sourcing Intern
INNIO
Welland, ON
…opportunity to gain practical experience in sourcing, operations, and finance, with a focus on project management. Working with a dynamic team and contributing to important projects &…
Added 39 mins ago
VC
Project Manager (Substation Construction)
Valard Construction
Calgary, AB
- Full-time
Our Substation group is currently looking to add a Project Manager to our team, based in Calgary, AB.
Added 39 mins ago
AV
Operations and Finance Manager
Airtime Volleyball
Toronto, ON · Greater Toronto and Hamilton Area, ON
- Other
…introducing a new role in our management structure: Operations and Finance…
Added 39 mins ago
A
Project Administrator
Altis
Toronto, ON
- $27 to $29 CAD / hour
- Contract
…access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for…
Added 39 mins ago
CC
Senior Accountant, Real Estate
Connor, Clark & Lunn Financial Group (CC&L)
Toronto, ON
- Part-time
Part of the Connor, Clark & Lunn Financial Group, Crestpoint is a commercial real estate investment manager dedicated to providing institutional and high net worth investors with direct…
Added 39 mins ago
OC
Development Coordinator
Orbis Canada
Canada
- Full-time
The Development Coordinator will report to the Manager, Events & Special Initiatives and work closely with the CEO and Vice President. The position will also collaborate with various…

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