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Added 1 min ago
YE
Manager - Integrated Employment Services Program (IES1610)
Youth Employment Services YES
Toronto, ON
- Full-time
Position – Program Manager – Integrated Employment Services (IES1610)
Added 1 min ago
CS
Cook - Casual Part Time
Cogir Senior Living
Ottawa, ON · Alta Vista
- Part-time
Reporting to the Culinary Manager, the Cook is responsible for preparation and delivery of all foods for residents, guests and employees.
Added 1 min ago
Senior Manager, Maintenance and Technical Services
Sofina Foods Inc
Brampton, ON
Under the direction of the Director of Operations, the Senior Manager, Maintenance and Technical Services is responsible to manage the effective and proactive delivery of Maintenance and…
Added 1 min ago
UO
Client Services Assistant
University of Victoria
Victoria, BC
- Full-time
Campus Security Services is a department within the Vice President Finance and Operations portfolio that provides security, community safety, personal safety, at-risk prevention services,…
Added 1 min ago
Manager of Quality, Risk and Performance Improvement
Circle of Care, Sinai Health
Toronto, ON
With a focus on the client and caregiver experience and engagement, The Manager will work closely with internal and external stakeholders to support performance reporting to our funders,…
Added 1 min ago
ETS Program Supervisor 12 Month Contract
SAAAC Autism Centre
Toronto, ON · Scarborough, ON
The SAAAC Autism Centre is a Toronto based charity whose mission is to make autism services equitable for all Canadians. The Centre provides culturally responsive autism services targeting…
Added 1 min ago
T
Customer Experience Associate - Moncton Downlown
TD
Moncton, NB
- Part-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 1 min ago
T
Audit Manager I, TD Securities (1149)
TD
Toronto, ON
- Full-time
…risks of today and around the corner and help keep our daily operations running smoothly for our…
Added 1 min ago
T
Personal Banking Associate (Full time) - Jean-Talon & Querbes
TD
Montreal, QC
- 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 16 mins ago
CO
Truck Driver - One Person Multi-Function Operator - Frobisher
City of Greater Sudbury
Sudbury, ON · Greater Sudbury, ON
- Internship
…participate in the recruitment process you must advise the Hiring…
Added 16 mins ago
NS
Stores Clerk - Logistics, Supply Chain Operations
Nova Scotia Health Authority
Baddeck, NS
- Full-time
Reporting to the Supply Chain Logistics Manager, the Stores Clerk assists in the organization, coordination and control and delivery of inventories and supplies in support of health care…
Added 17 mins ago
D
Manager
Desjardins
Levis, QC · Montreal, QC
- Full-time
…build effective teams to manage a large subset of sales or operations activities or a support sub-function that offers specialized services to the sector. You are responsible for…
Added 17 mins ago
B
Regional Operations Manager, Cleaning Services
BGIS
MB · MB, Canada
- Part-time
Job Summary: Under the general supervision of the Regional Director of Operations the Regional Manager performs a variety of management tasks with emphasis on customer satisfaction and…
Added 17 mins ago
GardaWorld - French Customer Service - Edmonton
GardaWorld
Edmonton, AB
GardaWorld is a global champion in security services, integrated risk management and cash solutions, employing more than 132,000 highly skilled and dedicated professionals. Driven by a…
Added 31 mins ago
B
Sales Manager - SaaS (OTE: upto 130k)
BoomerangFX
Mississauga, ON
- $85,000 to $100,000 CAD / year
- Full-time
With operations in the United States, Canada, the United Kingdom, Australia and India, we are scaling internationally and working at the forefront of AI in healthcare. Our teams collaborate…
Added 31 mins ago
H
Structural Section Manager
HDR
Toronto, ON
- Full-time
HDR is seeking a Structural Section Manager to join our growing Building Engineering Services (BES) group in Toronto. In this key leadership position, you will guide our structural design…
Added 31 mins ago
SG
Electrical Engineer & Project Manager, BESS
Socomec Group
Brampton, ON
- Full-time
Socomec North America (NAM) is Socomec’s organization overseeing all operations in North America.
Added 31 mins ago
CO
Manager of Quality, Risk and Performance Improvement
Circle of Care, Sinai Health
Toronto, ON
- Full-time
With a focus on the client and caregiver experience and engagement, The Manager will work closely with internal and external stakeholders to support performance reporting to our funders,…
Added 31 mins ago
TC
DISTRIBUTION SALES EXECUTIVE
TP-Link Canada Inc.
Richmond Hill, ON
- $70,000 to $100,000 CAD / year
- Full-time
Work with internal and external cross-functional teams to address issues related to distribution operations and optimize workflow to avoid future operational issues
Added 31 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 31 mins ago
Team Lead, Disability Support Program (Multiple Opportunities/ Various Locations)
The Government of Nova Scotia
NS
…diverse department providing a broad portfolio of programs and services, including Child and Family Wellbeing (CFW), Income Assistance (IA), Supportive Housing and Homelessness, and the…
Added 1 hour ago
AA
Vice President, Business Development
AIP Asset Management
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
Partner with investment, marketing, operations, inside-sales and compliance colleagues to support investors and distribution partners.
Added 1 hour ago
WC
(CAN) Gérant du service à la clientèle
Walmart Canada
Montreal, QC
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 1 hour ago
RH
Product Program Manager
Robert Half
Toronto, ON · Greater Toronto Area, Canada
- $100,000 to $110,000 CAD / year
- Full-time
We are seeking a Product Program Manager to lead the strategy, optimization, and ongoing evolution of our iMIS (AMS) platform. This role sits at the intersection of business and technology,…
Added 1 hour ago
RG
Project Manager Civil
Roni Group
Vaughan, ON
- $120,000 to $150,000 CAD / year
- Full-time
…1984, providing comprehensive infrastructure and construction services across commercial, industrial, institutional, and residential sectors. We specialize in excavation, demolition,…

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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