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Added 6 mins ago
FR
Sustainability Analyst (TOR)
Fitch Ratings
Toronto, ON
- Full-time
…streamlining workflows, and enabling new ways to create value for our business and clients. Intelligent solutions are increasingly part of our day-to-day operations, helping teams work more…
Added 6 mins ago
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Customer Success Technical Coordinator - Bilingual (FR/EN)
Numeris
Toronto, ON
- Full-time
required. The Coordinator also works closely with the Customer Success Insights Analyst to manage recurring,
Added 20 mins ago
TD
Compliance Crypto Analyst
Tetra Digital Group
Toronto, ON
- $75,000 to $115,000 CAD / year
- Full-time
…technologies. You enjoy being close to the work, partnering with operations, technology, and leadership to ensure compliance is embedded into business processes - not bolted…
Added 20 mins ago
PC
Accounting Analyst, Master Data New Grad
PETRONAS Canada
Calgary, AB
- Full-time
We have an exciting opportunity for an early-career Accounting Analyst to join the Master Data Management and Capital Accounting team in Calgary. Reporting to the Team Lead, Master Data &…
Added 20 mins ago
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Senior Analyst - Credit and Collections
Wesco
Markham, ON
- Full-time
As the Senior Analyst – Credit and Collections, you will be responsible for managing the accounts receivable for a portfolio of customers, including collecting payments, maintaining…
Added 20 mins ago
Human Resources Generalist
Celestica International LP
Newmarket, ON
…results may have a negative impact on the divisions/departments operations, schedules, and/or performance goals. Works under general Supervision. Situations not covered by standard…
Added 35 mins ago
MD
Production Control Analyst - Electronic Data Processing Operations Technician 3
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…critical systems running smoothly. As a Production Control Analyst with MNIT, you’ll oversee complex batch processing cycles using CA-7 and Appworx, ensuring jobs start on time, finish…
Added 35 mins ago
R(
Analyst – Financial Planning & Analysis (FP&A)
Reitmans (Canada) Ltée/Ltd
Montreal, QC
- Full-time
As our Financial Analyst – FP&A, you’ll join a forward-thinking finance team where FP&A is a true advisory partner to the business. You’ll build your foundation across budgeting,…
Added 51 mins ago
N
Customer Success Technical Coordinator - Bilingual (FR/EN)
Numeris
Toronto, ON
- Full-time
required. The Coordinator also works closely with the Customer Success Insights Analyst to manage recurring,
Added 51 mins ago
LM
Strategic Analyst
Lockheed Martin
Ottawa, ON
- Full-time
The Strategic Analyst supports the delivery of the executive priorities, governance activities, and stakeholder engagements that contribute to organizational effectiveness and business…
Added 1 hour ago
T
Treasury Analyst, Liquidity Measurement - Analytics & Reporting
TD
Toronto, ON
- Full-time
$69,700 - $98,400 CADThis role is eligible for a discretionary variable compensation award that considers business and individual performance.
Added 1 hour ago
T
Sr. Product Solution Analyst, TD Securities
TD
Toronto, ON
- Full-time
$81,600 - $115,200 CADThis role is eligible for a discretionary variable compensation award that considers business and individual performance.
Added 1 hour ago
Customer Experience Associate (Precious Metals Analyst)
Canada Gold
Halifax, NS
We’re looking for a full-time Customer Experience Associate (Precious Metals Analyst) to join our growing team at our Halifax location (1-1697 Brunswick Street, Halifax, NS, B3J 2G3). This…
Added 1 hour ago
D
Business analyst, Business strategies
Desjardins
Levis, QC
- Full-time
As Business Analyst, you will be responsible for mandates from the needs’ definition stage through to the integration of changes into operations. The nature of the files and projects…
Added 1 hour ago
MD
Data Analyst - Management Analyst 3
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
As a Data Analyst at PERA, you will collect, validate, analyze, and report on data used across the organization to support business operations, strategic planning, and decision-making. This…
Added 1 hour ago
AI
Data Business Analyst - PL/SQL, T-SQL & Data Warehousing
Astra-North Infoteck Inc. ~ Conquering today’s challenges, achieving tomorrow’s vision!
Toronto, ON
- Full-time
The business team is responsible for the creation of the L2 Model, supported by the Project Business Analyst, Solution Architect, and TSBI.
Added 1 hour ago
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Senior Business Analyst - Finance Transformation
Robertson & Company Ltd.
Toronto, ON
- Contract
Senior Business Analyst – Finance Transformation (Oracle)
Added 1 hour ago
QM
Senior Analyst, Accounts Payable & Financial Operations
Quantum Management Services Ltd.
Toronto, ON
- $42 to $48 CAD / hour
- Contract
Position: Senior Analyst, Accounts Payable & Financial Operations
Added 1 hour ago
C
Revenue Analyst
CAPREIT
Toronto, ON
- Other
Position Summary: The Revenue Analyst closely with the Operations Team and Sr. Revenue Analyst at the Regional offices to ensure accurate rent rolls, A/R, Tenant Profiles, inclusive of…
Added 1 hour ago
W
Venture Capital Analyst
Workpal.id
Canada
- Full-time
We’re looking for a highly analytical and driven Venture Capital Analyst to support our investment team across deal sourcing, market research, due diligence, and portfolio analysis. This…
Added 1 hour ago
KS
Payroll Analyst
Kelly Services (Canada), Ltd.
Calgary, AB
- $36 to $43 CAD / hour
- Contract
We’re seeking an experienced and meticulous Contract Payroll Analyst to join the payroll team. Reporting to the Payroll Manager, you’ll process payroll for Canadian employees and…
Added 1 hour ago
GC
REQ26-161- Financial Analyst
Glencore Canada
Quebec, QC
- Internship
Joining Mine Raglan as a Senior Financial Analyst means becoming part of a workplace that values people as much as performance. Our corporate culture emphasizes a healthy work-life balance,…
Added 2 hours ago
P
Sr. HRIS Analyst
PointClickCare
Mississauga, ON
- Full-time
The Sr. HRIS Analyst acts as a trusted HRIS partner to HR, Payroll, and IT, stabilizing current core HR technology operations.
Added 2 hours ago
M
Specialist, Client Finance
Marketbridge
Remote, Canada
- Full-time
- Remote
We are looking for a detail-oriented and proactive Client Finance Analyst to support the financial management of our client portfolio. This role will partner closely with Finance and…
Added 2 hours ago
O
Intermediate Accountant, Accounts Payable
OPTrust
Toronto, ON
- Full-time
Department: Member Experience and Pension Operations

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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