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Added 9 mins ago
S
Directeur maintenance/Directrice maintenance
St-Amour
Châteauguay, QC
- Full-time
…entretien afin de contribuer activement à l'optimisation de ses opérations et au développement de ses…
Added 9 mins ago
MF
Client Service Associate London, ON
MD Financial Management | Gestion financière MD
London, ON
- Full-time
Reporting to the Manager, Regional Administration, as a Client Service Associate, you will be responsible for providing administrative and operational support, both in-office and virtually,…
Added 9 mins ago
Store Manager
UFA Co-operative Ltd.
Grimshaw, AB
As Store Manager, you will be responsible for leading all aspects of store operations, driving business performance, fostering a strong safety culture, and delivering an exceptional…
Added 9 mins ago
CAPEX Coordinator
Amrize
Edmonton, AB
…Canada. This role is highly integrated with a broad range of operations staff, and business leaders, and functional staff such as Finance, Procurement, Safety, and Environment. This role…
Added 9 mins ago
Tax Administrator, Scotiatrust - Ottawa, ON
Scotiabank
Ottawa, ON
Discusses tax rules and tax elections with the Tax Officer, Associate Tax Officer and/or Manager, Taxation, and assess client tax situations, performs detailed analysis, undertakes research…
Added 9 mins ago
M
Senior Manager, GTO Strategy & Transformation
Manulife
Toronto, ON
- Full-time
…initiatives produce measurable outcomes across Technology and Operations. You will serve as a key coordination point across 14 countries, maintaining visibility across portfolio priorities…
Added 9 mins ago
NB
Plant Manager
Northam Beverages
Kamloops, BC
- Full-time
Reporting to the President & COO, the Plant Manager is responsible for the overall hands-on leadership, performance, and management of the Kamloops facility. This role ensures the facility…
Added 39 mins ago
MC
Financial Services Representative - Contract
Meridian Credit Union
ON · Maple, ON
- $50,000 to $53,000 CAD / year
- Full-time
Develop goals with Manager that are clearly defined, measurable and achievable, and align them to business unit and strategic priorities for Meridian
Added 53 mins ago
KB
Freight Flow Associate
Kent Building Supplies
Atholville, NB
- Part-time
…incoming freight shipments. As a key member of the overnight operations, freight handlers ensure accurate inventory management and timely distribution to support our customers' needs. You…
Added 53 mins ago
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Technical Sales Engineer (Electrical Power Solutions) (LB0010)
Potenco
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…solutions, is seeking a Technical Sales Leader / Regional Sales Manager to take ownership of a critical product line: Load…
Added 53 mins ago
Senior Finance Business Partner
D2L
Vancouver, BC · Winnipeg, MB · Kitchener, ON · Toronto, ON
Reporting to the Manager, Corporate Financial Planning & Analysis, the Senior Finance Business Partner position will partner with the Professional Services and Support (PS&S) organizations…
Added 53 mins ago
QP
Community Manager
QuadReal Property Group
Vancouver, BC
- Full-time
QuadReal Property Group is a global real estate investment, development and operating company headquartered in Vancouver, British Columbia. Its assets under management are $98.5 billion.…
Added 1 hour ago
C
Product Lifecycle Manager
Ciena
Ottawa, ON
- Full-time
As Product Lifecycle Manager, you will operate at the center of customers, Sales, Engineering, Supply Chain, and executive leadership. You will bring a strong point of view on the market,…
Added 1 hour ago
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Personal Banking Associate
BMO
Oshawa, ON
- Full-time
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Added 1 hour ago
T
Manager III, Regulatory & Policy Governance - TD Asset Management
TD
Toronto, ON
- Full-time
TD Asset Management Inc. (TDAM) is a North American investment manager offering progressive investment solutions to investors globally. For over two decades, TDAM established competitive…
Added 1 hour ago
A
Industrial Engineer
adidas
Brantford, ON
- Full-time
…distribution, packaging material, equipment, and methods of operations by using proven Industrial Engineering techniques. This position directly impacts the following KPIs: safety, cost per…
Added 1 hour ago
KB
Department Manager of Electrical/Plumbing/Hardware/Seasonal/Garden Centre
Kent Building Supplies
Dartmouth, NS
- Full-time
Partner with the Assistant Manager to support store-wide initiatives, uphold operational standards, and
Added 1 hour ago
KB
Department Manager – Sales & Service
Kent Building Supplies
Dartmouth, NS
- Full-time
The Department Manager – Sales & Service plays a key leadership role in delivering an exceptional customer experience while driving sales performance, team engagement, and operational…
Added 1 hour ago
MS
Plant Controller
Movement Search & Delivery
Mississauga, ON
- $79,000 to $90,000 CAD / year
- Full-time
The Plant Controller will oversee budgeting, forecasting, cost accounting, inventory controls, financial reporting, and compliance while supporting day-to-day manufacturing operations.
Added 1 hour ago
Team Lead - Business Banking - West New Brunswick
Scotiabank
NB · Fredericton, NB
…coaches their team to do the same. The Team Lead is a direct manager, player coach and the centre of SB expertise for their assigned territory and has shared accountabilities with Branch…
Added 1 hour ago
E
Business Analyst Specialist I - Marketing & Risk Management
Enbridge
Calgary, AB
- Full-time
Understanding IT operations and experience supporting enterprise systems; exposure to commodity marketing, trading, financial derivatives, risk management, treasury, or marketing accounting…
Added 1 hour ago
QM
Senior Analyst, Capital Markets Operations
Quantum Management Services Ltd.
Toronto, ON
- $40 CAD / hour
- Contract
- Minimum 3 years of relevant experience in Capital Markets Operations, Middle Office, Trade Support or Settlements, preferably within a large financial institution, asset manager or…
Added 1 hour ago
T
Manager III, Regulatory & Policy Governance - TD Asset Management
TD
Toronto, ON
- Full-time
TD Asset Management Inc. (TDAM) is a North American investment manager offering progressive investment solutions to investors globally. For over two decades, TDAM established competitive…
Added 2 hours ago
Field and Event Marketing Manager
Leo Berwick
Toronto, ON
…week. Leo Berwick is looking for a Field and Event Marketing Manager to join our Marketing team in Toronto or Vancouver, reporting to the Marketing leader. Events are where our partners…
Added 2 hours ago
Sales Associate, Sales & Partnerships - Scotia iTRADE (Cantonese)
Scotiabank
Toronto, ON
Actively pursue effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and Global Sales Principles, while ensuring the…

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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