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Added 6 mins ago
Coordonnateur des opérations - Operations Coordinator
Ice River Sustainable Solutions
Lachute, QC
Relevant du directeur de l'usine, le candidat offrira des services généralistes et un soutien à l'usine, incluant les ressources humaines, la santé et la sécurité, ainsi que le soutien…
Added 6 mins ago
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Condominium Manager
FirstService Residential Canada
Toronto, ON
- Full-time
FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United…
Added 6 mins ago
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Technical Project Manager
Randstad Digital
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Project Manager – Enterprise Process Automation
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Manager, Data Integration
Prophix
Toronto, ON · Etobicoke, ON
- Full-time
As the Manager, Data Integration, you lead the team responsible for connecting customer source systems to Prophix's software. You own the integration function within Professional Services…
Added 6 mins ago
DP
Property Administrator
Drake Property Management
Vaughan, ON
- Full-time
Provide day-to-day administrative support to the Property Manager and on-site property management team.
Added 6 mins ago
MI
Business Project Manager, financial field
Maarut Inc
Montreal, QC
- Contract
Added 6 mins ago
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Payroll Analyst
Kelly Services (Canada), Ltd.
Calgary, AB
- $36 to $43 CAD / hour
- Contract
We’re seeking an experienced and meticulous Contract Payroll Analyst to join the payroll team. Reporting to the Payroll Manager, you’ll process payroll for Canadian employees and…
Added 21 mins ago
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Director, Financial Reporting
Regional Group
Ottawa, ON
- Full-time
The Director establishes common accounting policies, reporting standards, controls and close practices across the Finance organization while preserving the specialized knowledge and system…
Added 21 mins ago
PC
Night Auditor, Mount Royal Hotel
Pursuit Collection
Banff, AB · CAN - Mount Royal Hotel
- Full-time
…thoughtfully crafted restaurants, retail, and transportation services that help our guests immerse themselves fully in the experience. What ties it all together are the friendly faces…
Added 21 mins ago
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BMO Capital Markets Summer 2027 Investment Banking Analyst, Toronto
BMO
Toronto, ON · FCP
- Full-time
BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and…
Added 21 mins ago
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Assistant Branch Manager
RBC
Surrey, BC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 21 mins ago
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Intermediate Accountant, Accounts Payable
OPTrust
Toronto, ON
- Full-time
This position will provide accounting and financial analysis services to OPTrust regarding payment transaction processing and reconciliation. This position will complete the monthly key…
Added 36 mins ago
T
Personal Banking Associate Trainee - Future Opportunities
TD
Milton, ON · Oakville, ON
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 36 mins ago
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TD Insurance, Legal Assistant III
TD
Saint John, NB
- Full-time
…three million clients, TD Insurance authorized products and services are available online, over the phone, and through a network of more than 1,000 TD Canada Trust…
Added 36 mins ago
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Personal Banker Trainee - Cantonese and/or Mandarin
TD
Markham, ON
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 36 mins ago
T
Customer Experience Associate
TD
Thornbury, ON
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 36 mins ago
M
Specialist, Data Governance and Strategy
Moneris
Toronto, ON
- Full-time
Reporting Relationship: You will report to Manager, Data Governance and Strategy.
Added 36 mins ago
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Senior Software Developer
Moneris
Toronto, ON
- Full-time
Reporting Relationship: You will report to Manager, Software development And Architecture
Added 36 mins ago
Assistant Branch Manager
Money Mart
Toronto, ON
Momentum Financial Services Group (formerly Money Mart Financial Services) is a leading North American financial services company and one of Canada’s top non-prime lenders. For more than 40…
Added 36 mins ago
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Digital Product Owner
Manulife
Waterloo, ON · Montreal, QC
- Full-time
Exposure to CMS tools, particularly Adobe Experience Manager, and basic knowledge of agile methodologies like Lean, Scrum, and Kanban.
Added 36 mins ago
M
Senior Tax Analyst
Manulife
Toronto, ON · Waterloo, ON
- Full-time
…reporting. Reporting to the AVP, Global Taxation and supporting the Manager, Global Taxation, the incumbent will work closely with Global Tax colleagues, local tax teams, Finance, IT, and…
Added 36 mins ago
Incentives and Capital Investments - SRED Finance - Manager - Toronto
EY
Toronto, ON
As a Manager, you’ll lead client engagements, identify incentive opportunities and help clients navigate the financial and tax considerations behind their investments. You’ll work with…
Added 36 mins ago
Manager, Investigations and Compliance
The Government of Nova Scotia
Halifax, NS
Reporting to the Director of Investigations & Compliance, the Manager of Investigations & Compliance provides operational and program management of Immigration Branch program integrity…
Added 36 mins ago
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Client Relationship Manager
CACEIS
Montreal, QC
- Full-time
…North and South America and Asia, CACES offers a broad range of services covering execution, clearing, forex, securities lending, custody, depositary, fund administration, fund distribution…
Added 36 mins ago
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Sales Manager
Leadervest
Powell River, BC
- $80,000 to $90,000 CAD / year
- Full-time
Sales Manager – Financial Services / Insurance Position Type: Full-Time, Permanent Work Arrangement: On-site, 5 days per week

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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