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Added 5 mins ago
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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 35 mins ago
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Analyst I, Laboratory (BSD)
Altasciences
Laval, QC
- Full-time
The Analyst is responsible bench work and documentation based on their assignment to the laboratory. Ensures that analyses are performed in accordance with appropriate SOPs.
Added 35 mins ago
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BMO Capital Markets Summer 2027 Investment Banking Analyst, Toronto
BMO
Toronto, ON · FCP
- Full-time
The Summer Analyst program is designed for candidates in their penultimate year of their undergraduate program. The Program provides participants a practical experience in a dynamic capital…
Added 35 mins ago
Lead Data Analyst
EXL
Canada
EXL is looking for a Lead Data Analyst with a passion for sports who will play a key role in providing analytics support to a client within our Sports, Media and Entertainment practice.…
Added 51 mins ago
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Senior Tax Analyst
Manulife
Toronto, ON · Waterloo, ON
- Full-time
The Senior Tax Analyst, Global Taxation will be an integral member of the GMT team, with primary responsibility for preparing data, calculations, filings and reporting. Reporting to the…
Added 51 mins ago
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Finance Analyst
RTX
Midland, ON
- Full-time
Raytheon ELCAN is a global leader in high-precision optical systems. Our commitment to innovation, quality, and excellence spans over 70 years has earned us a reputation for delivering…
Added 51 mins ago
SAP Enterprise Asset Management (EAM) / Plant Maintenance (PM)
Precision Drilling
Calgary, AB
Bachelor’s degree in information technology or relevant work experience, plus 5+ years as an SAP Functional Analyst; and oil and gas experience is an asset
Added 51 mins ago
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Validation Analyst
Billennium
Canada
- Full-time
We are looking for a Validation Analyst to join our team and support validation activities within a regulated life sciences environment. This role is a great opportunity for someone who…
Added 51 mins ago
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Equity Application Support Analyst - Investment Banking
Tech Talent International
Montreal, QC
- $100,000 to $120,000 CAD / year
- Full-time
We currently have a role as a Equity Application Support Analyst - Investment Banking with our large consulting client, working for a investment bank in the downtown Montreal area.
Added 1 hour ago
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Analyste - Chaîne approvisionnement
Quincaillerie Richelieu
Montreal, QC
- Full-time
Added 1 hour ago
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Analyste - Gestion de Prix de Ventes et Analyse de Données
Quincaillerie Richelieu
Montreal, QC
- Full-time
Richelieu Hardware is seeking a Sales Pricing Management and Data Analysis Analyst to join its Corporate Team at the Head Office in Saint-Laurent, Quebec.
Added 1 hour ago
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Analyste- Gestion des prix de vente et analyse de données
Quincaillerie Richelieu
Montreal, QC
- Full-time
Richelieu Hardware is looking to fill a permanent full-time position for a Sales Pricing & Data Analytics Analyst at our offices located in Saint-Laurent, Quebec.
Added 1 hour ago
ZEB Coord, Contract Service Delivery
CityofOttawa
Ottawa, ON
Minimum of 5 years of relevant and progressively responsible experience in a public transportation environment, with a minimum of 3 years in a senior analyst capacity.
Added 2 hours ago
Business Intelligence Analyst, Google Cloud Support
Google
Waterloo, ON
As a Business Intelligence Analyst in Cloud Support, you will play a key role in building, maintaining, and securing high-quality, single-source-of-truth (SSOT) data systems. Sitting at the…
Added 2 hours ago
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Allocation Analyst
Reitmans (Canada) Ltée/Ltd
Montreal, QC
- Full-time
Our vision is to empower Canadians to live confidently, and our mission is to create collections of uncompromising style and quality for all.
Added 2 hours ago
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CRM Analyst
Sagard
Toronto, ON · Montreal, QC
- Full-time
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.
Added 2 hours ago
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Senior Financial Analyst
Robert Half
Vancouver, BC
- $42 to $57 CAD / hour
- Contract
We are looking for a Senior Financial Analyst to join a leading organization in the Energy/Natural Resources sector in Vancouver, British Columbia. This 8 month contract opportunity is…
Added 4 hours ago
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Director of Qualitative Research
Dig Insights
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Working closely with the Analyst, Managers and VP on their team, the Director of Qualitative Research / Senior Moderator provides essential support to their team to help execute and deliver…
Added 4 hours ago
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CNC Machinist - Rotational Shifts only + Benefits package + Paid time off +Shift Premium+ RRSP benefits
Husky Technologies
Bolton, ON
- Full-time
…and scrap events. Communicate as required with Team Leader, Quality Analyst and Programming support on findings and correct…
Added 4 hours ago
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Senior Analyst - SSI Expert
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior SSI Analyst in the Capital Markets Operations team at National Bank means acting as a specialist in OTC operations and payment processes. This role allows you to make a…
Added 6 hours ago
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Consulting Manager-Scrum Master, Life Sciences w/ Manufacturing exp. Consulting
Cognizant
Halifax, NS
- Full-time
Lead and document business-process discovery with manufacturing, quality, engineering, and digital stakeholders.
Added 7 hours ago
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Financing Specialist
Royal Bank of Canada
Langley (District), BC · LANGLEY, British Columbia
- Full-time
Provide quality business analysis and credit advice through presentation options that clearly articulate advantages and benefits to the client
Added 8 hours ago
WK
Plant Finance Analyst
WK Kellogg
Belleville, ON
- Full-time
As a Plant Financial Analyst, you’ll play an important role in supporting the day-to-day financial operations of the Belleville plant. This role is ideal for someone who enjoys working with…
Added 8 hours ago
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People & Culture - Senior Analyst/Analyst, Workforce Engineering
Aritzia
Vancouver, BC
- Full-time
…an incredible employee and client experience. As the Senior Analyst / Analyst, Workforce Engineering, you will support in driving the continuous improvement of the retail labour model by…
Added 8 hours ago
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RQ11733 - Business Analyst - Senior
Maarut
Toronto, ON
- Contract
Senior Business Analyst documents current-state processes and pain points,

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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