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Added 2 mins ago
R&
Assistant Spa Manager - The Wickaninnish Inn
Relais & Châteaux
Tofino, BC
- Full-time
…Inn is based on our visionary leadership, the spirit of our people, and the unwavering passion of our teams. Together we deliver the highest service standards in an engaging and supportive…
Added 2 mins ago
YC
CUPE 2331 Temporary Specialized Educational Intervenor - Area North and South
York Catholic District School Board
Aurora, ON
- Temporary
…Article 8.01e of the CUPE 2331 Collective Agreement, upon the Manager of Human Resources becoming aware of the return to work of the permanent employee, supply employees placed into long…
Added 2 mins ago
RC
Temporary Caretaker (0.6875 FTE)
Renfrew County Catholic District School Board
Pembroke, ON
- Temporary
Other duties as assigned by the Principal or Designate, Manager of Plant Services or Plant Services Officer(s).
Added 2 mins ago
R&
Housekeeping Leader - The Wickaninnish Inn
Relais & Châteaux
Tofino, BC
- Full-time
…Inn is based on our visionary leadership, the spirit of our people, and the unwavering passion of our teams. Together we deliver the highest service standards in an engaging and supportive…
Added 2 mins ago
OD
Project Manager
OSF Digital
Canada
- Full-time
The Project Manager at OSF Digital leads projects from planning through execution and closure, ensuring delivery on time, within budget, and in alignment with the company’s strategic goals.…
Added 2 mins ago
CV
T2627-437 1.0 FTE Temporary French Learning Support Teacher
Comox Valley Schools - School District 71
Courtenay, BC
- Temporary
…students experiencing learning challenges and serves as case manager for students with both low and high incidence designations or documented support needs. Through collaborative…
Added 2 mins ago
YC
OSSTF - Temporary Behaviour Resource Worker
York Catholic District School Board
Aurora, ON
- Temporary
Under the direction of the Manager, Behaviour Resources Services and ABA, the Behaviour Resource Worker provides direct service to students with a range of behavioural, social, emotional,…
Added 2 mins ago
PE
Intermediate Recruitment Specialist
Phasor Engineering Inc
Calgary, AB
- $70,000 to $100,000 CAD / year
- Contract
If you enjoy building relationships, managing multiple priorities, and helping teams find great people, this role offers the opportunity to make a meaningful impact while supporting complex…
Added 2 mins ago
BC
Project Manager (Construction Manager) Ontario Line
Bantrel Co.
Toronto, ON
- $150,000 to $170,000 CAD / year
- Full-time
We are currently seeking a qualified Project Manager (Construction Manager) to join our Infrastructure team, based out of Toronto ON. The Project Manager will manage the organization and…
Added 2 mins ago
Recreation Assistant - Casual
Optima Living
Vegreville, AB
Guided by our North Star, Let us welcome you home™, we are committed to People, Place, and Community. With a resident-first philosophy and a focus on innovation, we are redefining aging…
Added 2 mins ago
Health Care Aide - Casual
Optima Living
Okotoks, AB
Guided by our North Star, Let us welcome you home™, we are committed to People, Place, and Community. With a resident-first philosophy and a focus on innovation, we are redefining aging…
Added 2 mins ago
Olive Garden, Waterloo - General Manager
Recipe Unlimited
Waterloo, ON
Proficient People Manager with coaching experience and the ability to listen and respond effectively to Associate and Guest concerns
Added 2 mins ago
Finance - Accounts Payable/Payroll Coordinator
Salit Steel
Burlington, ON
At Salit Steel, we believe that people are our most valuable asset and that everyone on our team plays a unique role in contributing to our overall success. We are an integrated network of…
Added 2 mins ago
Plant Manager
PFX Group
Nisku, AB
PFX Group is a people-driven, customer-focused organization committed to operational excellence and industry-leading service. To support continued growth, we are seeking an experienced,…
Added 2 mins ago
Human Resources - HR Business Partner
Westerkirk
Toronto, ON
…functions by translating operational priorities into practical people solutions. The role partners with management, leadership and employees on workforce planning, recruitment, employee…
Added 2 mins ago
Intermediate Accountant
Corus Entertainment
Toronto, ON
…our Toronto head office. Reporting directly to the Finance Manager of Affiliate Revenues, this role is part of a team that supports the Affiliates revenue team and leads our month end…
Added 2 mins ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Moncton, NB
…commitment. As we continue to open new doors, we're inviting amazing people like you to join…
Added 2 mins ago
Practice Manager (Kelowna, BC)
VetStrategy / Daubigny
Kelowna, BC
We are seeking a dynamic and experienced veterinary Practice Manager to lead our team and ensure the smooth operation of our veterinary practice. This pivotal role is essential in driving…
Added 2 mins ago
Service Manager, Operations
Reliance Home Comfort
Richmond Hill, ON
By joining Reliance as an Operations Manager, you’ll become an important team member and will be provided with the tools you need to succeed. We have ambitious growth plans and are looking…
Added 2 mins ago
S
Case Worker - Supported Independent Living
Simaril
Winnipeg, MB
- Full-time
At Simaril Supported Living, every day is an opportunity to make a difference in people's lives. At Simaril, we believe in the power of compassionate care and unwavering dedication to…
Added 2 mins ago
C
Health Care Aide
Chartwell
Waterloo, ON
- Part-time
Respond to resident and family concerns and report to the Health and Wellness Manager when needed
Added 2 mins ago
SD
Store Administrator, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Burnaby, BC
- Part-time
Review timesheets against payroll posting and advise the manager of any discrepancies.
Added 2 mins ago
JI
Delivery Truck Driver, Class 5
J.D. Irving, Limited
Fredericton, NB
- Full-time
At KENT, people don't just take jobs. They build careers.
Added 2 mins ago
FO
Manager, Programs Outreach - Adaptation
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
Through our unique mix of funding, resources and training, GMF is enhancing the quality of life for people in Canada by accelerating a transformation to sustainable and resilient…
Added 2 mins ago
TG
Production Manager
Trench Group GmbH
Pickering, ON
- $115,000 to $150,000 CAD / year
As Manager of Planning & Scheduling department, you

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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