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Added 4 mins ago
MF
Senior Manager, Investment Product Governance & Oversight
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
Working within the Product Strategy, Research & Oversight (PSRO) team, the Senior Manager will serve as an independent investment oversight authority across Mackenzie's product shelf. The…
Added 19 mins ago
FF
Category Manager - FFS
Flanagan Foodservice Inc.
Kitchener, ON
- $80,000 to $90,000 CAD / year
- Full-time
Reports to: Senior Manager, Category Management
Added 19 mins ago
ER
Product Development Specialist / Spécialiste, développement de produits
Earth Rated
Montreal, QC
- Full-time
Work closely with Project Manager to flag risks early and maintain real-time visibility on deliverables, costs and schedules
Added 19 mins ago
YE
Manager - Integrated Employment Services Program (IES1610)
Youth Employment Services YES
Toronto, ON
- Full-time
Position – Program Manager – Integrated Employment Services (IES1610)
Added 19 mins ago
Advisor, Strategic Planning
Alcohol and Gaming Commission of Ontario
Toronto, ON
Partnering closely with the Senior Manager, branch colleagues and cross-functional teams, the Advisor will contribute research, analysis and strategic insights to advance key branch and…
Added 19 mins ago
QR
Gestionnaire du développement des affaires – Solutions d’éclairage Canada
Quincaillerie Richelieu
Montreal, QC
- Full-time
Added 19 mins ago
T
Audit Manager I, TD Securities (1149)
TD
Toronto, ON
- Full-time
May develop and provide complex reporting, analysis, and assessments at the functional or enterprise level
Added 35 mins ago
M
People Services AI Solutions & Configuration Lead
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Evaluate emerging Workday AI capabilities and recommend opportunities to improve employee and manager experiences.
Added 49 mins ago
CM
Audit Manager
CIBC Mellon
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Audit Manager conducts audits across CIBC Mellon lines of business. Primarily responsible for participating in the execution of audits by performing detailed testing and analysis,…
Added 49 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 49 mins ago
AS
ASD-E Assistant Manager, Budget and Accounting (Permanent)
Anglophone School District
Moncton, NB
- Full-time
Assist Budget and Accounting Manager in analysis, preparation, and allocation of the annual administrative and operating budgets in a fair and equitable manner and to reflect district…
Added 49 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
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 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
Quality Specialist
Leonardo DRS, Inc.
NS · Bedford, Nova
Reporting directly to the Manager-Quality, the Quality Specialist – Quality Systems coordinates the internal audit program, facilitates the organization-wide corrective action process, and…
Added 1 hour ago
S
CRM Analyst
Sagard
Toronto, ON · Montreal, QC
- Full-time
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.
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
VB
Senior Finance Manager - 12 month contract
Vaco by Highspring
Toronto, ON · Greater Toronto Area, Canada
- Contract
Financial Planning, Analysis & Business Support
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;
Added 3 hours ago
J
Civil Engineer - Design and Project Management
JobsMedia.io
Montreal, QC
- Full-time
…department head, you will act as lead designer and project manager. You will manage urban infrastructure projects from start to finish: needs assessment, preliminary studies, plans and…
Added 3 hours ago
A
Customer Success Manager (AMER)
ApprovalMax
Toronto, ON
- Full-time
ApprovalMax is on the lookout for a motivated Customer Success Manager to join its dedicated Toronto team. In this role, you will act as a trusted advisor to our customers, helping them…

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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