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Added 7 mins ago
L
Product Manager
Linedata
Toronto, ON
- Full-time
The Linedata Capitalstream Product Manager is responsible for managing Capitalstream product capabilities throughout the product lifecycle from initial concept and market research through…
Added 7 mins ago
TH
Senior Project Manager, Capital Planning and Redevelopment
Trillium Health Partners
Mississauga, ON
- Full-time
Position: Senior Project Manager, Capital Planning and Redevelopment
Added 21 mins ago
A
F&I Manager - Capital Chrysler Dodge Jeep Ram
AutoCanada
AB · Edmonton, AB
- $150,000 to $200,000 CAD / year
- Other
The Automotive Finance Manager is responsible for overseeing the finance and insurance (F&I) department, managing vehicle sales financing, insurance products, and ensuring compliance with…
Added 21 mins ago
TU
Applications Technical Lead
The University of British Columbia
Vancouver, BC
- $11,397 to $17,081.58 CAD / month
- Full-time
The Applications Technical Lead reports to the EASD Senior Manager.
Added 36 mins ago
GL
Store Manager
goeasy Ltd.
Corner Brook, NL
- Full-time
Educate and empower customers to achieve their financial goals through building their credit
Added 37 mins ago
PV
Treasury Analyst
Pet Valu
Markham, ON
- Full-time
The Treasury Analyst reports to the Manager, Treasury and plays a key role in the various aspects of Treasury including cash management activities, bank account management, month end…
Added 37 mins ago
UO
Undergraduate Admissions Coordinator
University of British Columbia
Vancouver, BC · UBCV | MacIsaac Health Building (GWHB)
- $5,027 to $5,413 CAD / month
- Full-time
The position reports to the Manager, Student Services and receives functional direction and operational supervision from the Associate Director, Undergraduate Program. Works in coordination…
Added 37 mins ago
T
Personal Banker
TD
Canmore, AB
- Full-time
Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions
Added 37 mins ago
T
Personal Banker
TD
Fort St. John, BC
- Full-time
Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions
Added 37 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
North Vancouver, BC
- Part-time
Adhere to store policy regarding cheques, credit cards, refunds, voids, and holds.
Added 37 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Milton, ON
- Part-time
Adhere to store policy regarding cheques, credit cards, refunds, voids, and holds.
Added 37 mins ago
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VP Sales Lead
BMO
Waterloo, ON · MARS
- Full-time
…in the market. You'll work alongside industry specialists, credit partners, and senior leaders to deliver customized financial solutions that help businesses grow and…
Added 37 mins ago
B
VP Sales Lead
BMO
Toronto, ON · FCP
- Full-time
Structure and negotiate significant financing opportunities and commercial credit solutions.
Added 37 mins ago
B
VP Sales Lead
BMO
Edmonton, AB · Enbridge
- Full-time
Structure and negotiate significant financing opportunities and commercial credit solutions.
Added 37 mins ago
R&
IT Project Manager – MPW Replat
Robertson & Company Ltd.
Waterloo, ON
- Contract
Robertson is seeking a skilled IT Project Manager – MPW Replat form to join our client in support of an existing vacancy.
Added 37 mins ago
FN
Mortgage Underwriter, Third Party Residential Underwriting-MBBS
First National Financial LP
Montreal, QC
- Full-time
Reporting to the Manager, the Residential Mortgage Underwriter is responsible for rendering credit decisions on incoming applications within their authorized limits and with adherence to…
Added 37 mins ago
DC
Technical Specialist, Project Management
Defence Construction Canada
Ottawa, ON
- Full-time
Act as the representative of the project director or project manager, within DCC delegated signing authority
Added 37 mins ago
TU
Platform Engineering Manager
The University of British Columbia
Vancouver, BC
- $11,397 to $17,081.58 CAD / month
- Full-time
The Platform Engineering Manager provides people and technical leadership for core enterprise projects encompassing large, multi-faceted information systems within Enterprise Automation and…
Added 37 mins ago
TI
Go-to-Market (GTM) Growth Manager
TRSB Inc.
Montreal, QC
- Full-time
TRSB looking for a Go-to-Market (GTM) Growth Manager who can turn technology, data, content and creativity into demand.
Added 37 mins ago
BT
Senior Manager, Small Business Services
Baker Tilly Canada
Winnipeg, MB
- Full-time
We are looking for a full-time, permanent Senior Manager to lead our small business practice in Winnipeg, Manitoba. This role suits an experienced small business practitioner who knows…
Added 52 mins ago
W
Front End Checkout Team Associate
Walmart
Toronto, ON
- Part-time
3.Promotes company sponsor programs, ie. Credit card service, product protection and charity initiatives.
Added 52 mins ago
W
(CAN) Front End Checkout Team Associate
Walmart
Nanaimo, BC
- Full-time
3.Promotes company sponsor programs, ie. Credit card service, product protection and charity initiatives.
Added 52 mins ago
W
Cashier
Walmart
North Battleford, SK
- Part-time
3. Promotes company sponsor programs, i.e., credit card service, product protection and charity initiatives.
Added 1 hour ago
R
Branch Manager, Bayview & Wellington Branch
RBC
Aurora, ON
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 1 hour ago
TS
Thrift Store Clerk
The Salvation Army in Canada
Yarmouth Indian Reserve No. 33, NS · Yarmouth, NS
- Full-time
Adhere to store policy regarding cheques, credit cards, refunds, voids, and holds.

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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