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Added 14 mins ago
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Regional Operations Manager, Cleaning Services
BGIS
MB · Manitoba, 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 14 mins ago
CG
Senior Geotechnical Engineer (Mount Milligan)
Centerra Gold Inc.
Fort St. James, BC
- Full-time
Reporting to the Manager, Infrastructure and Engineering, the Senior Geotechnical Engineer is responsible for providing geotechnical and tailings management leadership on the alternate…
Added 14 mins ago
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Sector Design Deputy Manager – ALTO project / Cadence
SYSTRA
Montreal, QC
- Full-time
Produce outgoing Requests for Data (RFDs), and Requests for Clarification & Inputs for the sector and coordinate and approve responses to incoming Requests for Information (RFIs).
Added 14 mins ago
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Part Time Behaviour Therapist (0013)
PACE Independent Living
Toronto, ON
- Part-time
Support the Senior Client Services Manager with behavioural practice input related to service quality, clinical risks, and continuous improvement initiatives.
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Demand Generation Manager
Guusto
Canada
- Full-time
We're hiring a hands-on Demand Generation Manager to improve conversion at every stage of our marketing and sales pipeline. You'll dig into the data, find where prospects stall, and run the…
Added 14 mins ago
S
GIS Project Manager – ALTO project / Cadence
SYSTRA
Montreal, QC
- Full-time
The GIS Project Manager supports the delivery of enterprise geographic information system (GIS) initiatives across land-focused programs. This role is ideal for a delivery-oriented…
Added 14 mins ago
ES
Implementation Manager - ECP, Grants
Euna Solutions
ON · Oakville, Ontario
- Full-time
The Implementation Manager is responsible for guiding clients through the full implementation and onboarding lifecycle for Euna Grants. This individual brings deep grants knowledge, a…
Added 14 mins ago
M
Global GEO Manager
Manulife
Toronto, ON
- Full-time
…work, including localized recommendations, market priorities and campaigns, and optimization of specific content and experiences. The Global GEO Manager will align these teams around common…
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Senior Manager, GTO Strategy & Transformation
Manulife
Toronto, ON
- Full-time
Operational Analytics & Diagnostics: Conduct deep-dive, multi-year performance analysis across GTO segments and functions to identify root causes of performance shifts and quantify…
Added 14 mins ago
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Senior Acquisition Consultant
Manulife
Toronto, ON
- Full-time
Lead full-cycle recruitment for priority, complex, and hard-to-fill roles while delivering an exceptional candidate and hiring manager experience.
Added 14 mins ago
LC
Student - Process Optimization Intern (4 or 8 months)
Lactalis Canada
Winchester, ON
- Full-time
The Process Optimization Student’s purpose is to assist in developing, configuring and optimizing industrial processes related to powder production. The student works closely with the…
Added 14 mins ago
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R&D Technician
Puratos
Mississauga, ON
- $63,000 to $70,000 CAD / year
- Full-time
Reporting to the Director of Bakery R&D, you will make sure our internal and external customers receive high-quality samples on time, every time. You will own the full sample process, from…
Added 14 mins ago
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Human Resources Manager
Community Living Oakville
Oakville, ON
- $75,000 to $90,000 CAD / year
- Full-time
Reporting to the Director of Human Resources, the Human Resources Manager is responsible for ensuring excellence in day-to-day people operations. This role leads the delivery of HR…
Added 14 mins ago
PC
Workforce Transformation Manager (HR Transformation)
PwC Canada
Ottawa, ON
- Full-time
As a Workforce Transformation Manager, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t limited to:
Added 14 mins ago
LD
Quality Specialist
Leonardo DRS
Bedford, NS
- Full-time
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 29 mins ago
RI
Branch Manager
Rentokil Initial
Lower Sackville, NS
- $85,000 to $95,000 CAD / year
- Full-time
…the broadest, most advanced range of pest control solutions and services in the industry. Rentokil Terminix has earned a reputation in Canada for full service pest solutions delivered…
Added 29 mins ago
RI
Branch Manager
Rentokil Initial
Halifax, NS
- $85,000 to $95,000 CAD / year
- Full-time
…the broadest, most advanced range of pest control solutions and services in the industry. Rentokil Terminix has earned a reputation in Canada for full service pest solutions delivered…
Added 29 mins ago
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Gestionnaire de Formation / Training Manager
Genetec
Remote, Canada
- Full-time
- Remote
Added 29 mins ago
Stress Analysis Engineer
BWXT
Peterborough, ON
Reporting to the Pressure Boundary & Analysis Engineering Manager. Responsibilities of the engineer performing this role include setting the technical direction for the overall project and…
Added 29 mins ago
Secretary II - Rehabilitation Services
Nova Scotia Health and IWK Health
Amherst, NS
Reporting to the Health Services Manager, the Secretary II carries out administrative duties and performs booking, scheduling, clerical and reception functions to support the teams in the…
Added 29 mins ago
Accounting Clerk - Accounts Payable
Nova Scotia Health and IWK Health
Kentville, NS
Reporting to the Assistant Manager – Accounts Payable, the Accounts Payable Clerk is responsible for carrying out assigned functional accounting and maintaining the integrity of information…
Added 44 mins ago
Data Center Asset Management, Specialist
Bell
Regina, SK
Bell is seeking an experienced Asset Management Specialist – Data Center Infrastructure – to lead the asset lifecycle governance for its national portfolio of data centers. Reporting to the…
Added 44 mins ago
UH
Physiotherapist
University Health Network
Thornhill, ON · Vaughan, Ontario
- Full-time
…client-centered services that address the physical, psychosocial, and behavioral issues related to injury or illness. We actively participate in outcomes data collection, analysis and…
Added 45 mins ago
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Therapeutic Specialist, Neuroscience
AbbVie
Toronto, ON
- $93,000 to $143,000 CAD / year
- Full-time
Continuously build understanding of customer needs and expectations, territory landscape, competitors, market segments/dynamics, accounts, diseases, products and clinical expertise. Share…
Added 58 mins ago
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Industrial Cybersecurity Senior Consultant 1
Black & Veatch
Markham, ON
- Full-time
Leads workshops, data collection, tabletop exercises and client interviews

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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