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Added 13 mins ago
MS
Junior Power Trader
McGill St Laurent
Montreal, QC
- Full-time
…offering strong exposure to market fundamentals, daily trading operations, and analytical projects. The selected candidate will progressively build the knowledge and experience required to…
Added 13 mins ago
BG
Vice President, Business Operations
Brandt Group of Companies
Regina, SK
- Full-time
In collaboration with Ownership, CEO, and Controller, develop, manage, and monitor the Clubs’ annual business operations budget to ensure profitability and fiscal responsibility.
Added 13 mins ago
P
Executive & Office Services Assistant
P&H
Winnipeg, MB
- Full-time
…travel, workplace and facilities services, reception and mailroom operations, corporate accounts, employee programs, vendors, and office events with a high degree of discretion, judgment,…
Added 13 mins ago
RG
Director, Financial Reporting
Regional Group
Ottawa, ON
- Full-time
…in development, construction, asset management, and property operations to deliver exceptional value and experiences. Through our homebuilding division, eQ Homes, we continue to set the…
Added 13 mins ago
PC
Front Desk Supervisor, Elk + Avenue Hotel
Pursuit Collection
Banff, AB · CAN - Elk & Avenue Hotel
- Full-time
Added 13 mins ago
PC
Night Auditor, Mount Royal Hotel
Pursuit Collection
Banff, AB · CAN - Mount Royal Hotel
- Full-time
Added 13 mins ago
R
Personal Lines Sales Broker (AB) - Leads Provided
Ratehub
Remote, Canada
- Full-time
- Remote
We’re a company on a mission. Every single team member, from product & engineering, to sales & marketing, finance, operations and everything in between is obsessed with one thing; helping…
Added 13 mins ago
M
Specialist, Client Finance
Marketbridge
Remote, Canada
- Full-time
- Remote
…finance, project accounting, billing, or a related financial operations role; experience within a professional services, consulting, agency, or project-based environment is…
Added 13 mins ago
R
Director, Enterprise Integration Services – OneRBC: CNB Integration
RBC
Toronto, ON
- Full-time
…model, designing solutions that enable seamless cross-entity operations while establishing repeatable playbooks for future M&A…
Added 13 mins ago
R
Commercial Banking Advisor
RBC
Barrie, ON
- Full-time
Excel at needs discovery and solution development to provide commercial clients with advice for their day to day banking operations
Added 13 mins ago
O
Intermediate Accountant, Accounts Payable
OPTrust
Toronto, ON
- Full-time
Department: Member Experience and Pension Operations
Added 29 mins ago
TG
Process Analyst Student Intern
TMX Group
Toronto, ON
- $20 to $23 CAD / hour
- Full-time
Own the development of internal processes to support the operations of the PMO as the need arises.
Added 29 mins ago
T
Personal Banking Associate Trainee - Future Opportunities
TD
Milton, ON · Oakville, ON
- Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 29 mins ago
M
Senior Software Developer
Moneris
Toronto, ON
- Full-time
Build secure, reliable products and integrations that support important day-to-day operations for Canadian businesses. In this hands-on full-stack role, you will deliver features across…
Added 29 mins ago
D
Director
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
Your role involves using your in-depth knowledge of the sector to manage all large-scale sales and operations activities or a major support sub-function offering specialized services to all…
Added 29 mins ago
D
Business Analyst
Desjardins
Levis, QC
- Full-time
…definition stage through to the integration of changes into operations. The nature of the files and projects requires a broad understanding of your field. You will also be part of the…
Added 29 mins ago
C
Director, Business Banking - Bilingual
CIBC
Montreal, QC
- Full-time
…management, creates a positive work environment, ensures effective operations, processes, controls and compliance, promotes CIBC and builds a strong reputation in the market resulting in…
Added 29 mins ago
C
Director, Business Effectiveness - Capital Markets
CIBC
Toronto, ON
- Full-time
…improvements that drive impact. Lead initiatives to streamline operations, implement best practices, and ensure the division is well-positioned to adapt to changing business…
Added 29 mins ago
Assistant Branch Manager
Money Mart
Toronto, ON
…service transactions, cash controls, compliance, and daily branch…
Added 29 mins ago
M
Director, Global Technology & Operations Strategy & Transformation
Manulife
Toronto, ON
- Full-time
The Director, Global Technology & Operations Strategy & Transformation will help shape and execute strategic priorities across Global Technology & Operations (GTO), with a significant focus…
Added 29 mins ago
R
Finance Analyst
RTX
Midland, ON
- Full-time
…problems. With our three market leading businesses, world-class operations and investments in research and development, we offer capabilities and opportunity no one else can. Together, we…
Added 29 mins ago
Risk Intelligence Reporting Analyst
Scotiabank
Toronto, ON
…Identity and Access. IAM Governance team work closely with operations teams to ensure controls are operational, reducing access risks across the…
Added 29 mins ago
Fraud Detection Analyst
Scotiabank
Toronto, ON
The Fraud Detection Analyst contributes to the success of the Tangerine Fraud Operations Team in Canada by detecting, investigating and mitigating fraudulent activity across Tangerine…
Added 29 mins ago
Manager, Investigations and Compliance
The Government of Nova Scotia
Halifax, NS
…program management of Immigration Branch program integrity operations. His/her mandate is to demonstrate leadership, direction, and guidance on matters of program fraud risk prevention as…
Added 29 mins ago
SI
Senior National Claims Specialist
Sovereign Insurance
Montreal, QC
- Full-time
Our National Claims Operations team is looking for an experienced Sr National Claims Specialist to join our highly respected team. Our ideal candidate will be an expert in claims examining,…

Sagard

CRM Analyst

Toronto, ON, Canada
Montreal, QC, Canada

Full-time

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Applications open in a new tab.

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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