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Added 10 mins ago
MF
Senior Manager, Investment Product Governance & Oversight
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 10 mins ago
PC
Capital Markets and Accounting Advisory Services, Senior Manager (Bilingual FR/EN)
Pwc Canada
Montreal, QC
- Full-time
Lead project teams in supporting our clients to prepare or review accounting whitepapers, diagnostic reports, complex accounting calculations, quarterly/annual financial statements and…
Added 25 mins ago
ZT
Project Manager
Zensar Technologies
Toronto, ON
- Full-time
…broad industry spectrum. These industries include banking and financial services, high-tech and manufacturing, healthcare, insurance, retail, and consumer services. Our employees enjoy…
Added 25 mins ago
T
Customer Experience Associate - Moncton Downlown
TD
Moncton, NB
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 25 mins ago
T
Audit Manager I, TD Securities (1149)
TD
Toronto, ON
- Full-time
Generally, reports to an Audit Group Manager or Senior Audit Group Manager role
Added 25 mins ago
T
Personal Banking Associate (Full time) - Jean-Talon & Querbes
TD
Montreal, QC
- Full-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate…
Added 40 mins ago
D
Regional Manager, Ontario and Northwestern Quebec
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As Regional Manager, Ontario and Northwestern Quebec, you’ll provide strategic leadership to drive sustainable, profitable growth for Private Wealth Management in your territory. You’ll…
Added 55 mins ago
CM
Audit Manager
CIBC Mellon
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service…
Added 55 mins ago
R&
Controller
Robertson & Company Ltd.
Markham, ON
- Full-time
Lead and develop a finance and accounting team of approximately 5 FTEs, including 3 Cost Accountants, 1 Accounting Manager, and 1 Financial Analyst.
Added 55 mins ago
AS
ASD-E Assistant Manager, Budget and Accounting (Permanent)
Anglophone School District
Moncton, NB
- Full-time
Budget and Accounting Assistant Manager (PERMANENT)
Added 55 mins ago
Project Manager
The Canada Life Assurance Company
Toronto, ON
The Project Manager plays a critical role in leading digital transformation projects within the Technology PMO, delivering innovative solutions that modernize insurance benefits and…
Added 55 mins ago
Sr Project Manager
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
The Senior Project Manager plays a critical role in leading large, high-risk, multi-workstream digital transformation projects with significant business impact, within the Technology PMO,…
Added 1 hour ago
Senior Accountant, Real Estate
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
We are looking for a Senior Accountant, Real Estate to join Connor, Clark & Lunn Financial Group’s Toronto-based real estate accounting team, working exclusively for our affiliate,…
Added 1 hour ago
SA
Finance & Insurance Manager
Steele Auto Group
Hebbville, NS
- Full-time
Bridgewater Volkswagen is looking for a Finance & Insurance Manager who is ready to take the wheel and make a real impact. At Bridgewater Volkswagen, you won’t just be moving paper, you…
Added 1 hour ago
P
Mortgage Agent
Pineapple
ON · Ontario, Canada
- Full-time
Pineapple Financial is a recognized leader in the Canadian mortgage industry and a premier nationwide brokerage. We are redefining the mortgage financing landscape by providing our agents…
Added 1 hour ago
S
CRM Analyst
Sagard
Toronto, ON · Montreal, QC
- Full-time
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…
Added 1 hour ago
R
Senior Relationship Manager, Real Estate, SME
RBC
Blainville, QC
- Full-time
…professional relationship management and delivering top-tier financial advice in an end-to-end industry, whose specialized approach aligns sales, products, risk policy, and market…
Added 1 hour ago
LD
Program Manager- Supply Chain
Leonardo DRS
Bedford, QC
- Full-time
The Supply Chain Program Manager (SCPM) is responsible for leading supply chain execution for assigned programs and serving as the primary liaison between Supply Chain and Program…
Added 1 hour ago
NA
Account Coordinator, Commercial SME
NFP, an Aon company (Canada)
Newmarket, ON
- Full-time
Manage the manual renewal process as directed by the Client Manager, including pre-renewal work, billing, invoicing, and premium financing.
Added 1 hour ago
VB
Senior Finance Manager - 12 month contract
Vaco by Highspring
Toronto, ON · Greater Toronto Area, Canada
- Contract
5+ years of progressive experience in accounting, reporting, FP&A, corporate finance, or financial analysis.
Added 2 hours ago
SQ
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sunlife Québec
Rouyn-Noranda, QC
- Full-time
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring,…
Added 2 hours ago
SA
Commercial insurance account manager
Synex Assurance
Levis, QC
- Full-time
In collaboration with the producing broker on his team, the account manager will have to process, analyze and follow up on requests from his customers;
Added 2 hours ago
SA
Commercial insurance account manager
Synex Assurance
Quebec, QC
- Full-time
…team is currently looking for a Commercial Insurance Account Manager. You will act in concert with the producing broker for support and advice to…
Added 2 hours ago
IF
Business Development Representative in Personal Finance
iA Financial Group (Industrial Alliance)
Saint-Eustache, QC
- Full-time
As a Business Development Representative, you will be responsible for promoting and selling our financial products, including insurance, savings, retirement, and loans. You will work under…
Added 3 hours ago
SA
Commercial insurance account manager
Synex Assurance
Quebec, QC
- Full-time
In collaboration with the producing broker on his team, the account manager will have to process, analyze and follow up on requests from his customers;

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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