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Cost Consulting Manager - Retail Projects
Turner & Townsend
Toronto, ON
- $95,000 to $145,000 CAD / year
- Full-time
Assist commission manager ensuring commissions are managed to the right quality standards and are completed efficiently and on time
Added 2 mins ago
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Category Manager - FFS
Flanagan Foodservice Inc.
Kitchener, ON
- $80,000 to $90,000 CAD / year
- Full-time
Reports to: Senior Manager, Category Management
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Product Development Specialist / Spécialiste, développement de produits
Earth Rated
Montreal, QC
- Full-time
…deliver multiple initiatives simultaneously without sacrificing quality or attention to…
Added 2 mins ago
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Construction Manager
Townline
Vancouver, BC
- Full-time
…housing solutions, Townline is known for its commitment to quality, innovation, and exceptional customer care. With fully integrated in-house Development, Construction, Finance, Sales,…
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Senior Technical Product Manager
Billennium
Mississauga, ON
- Full-time
-You demonstrate Product Management skills - handling priorities, quality, conflict, risk, etc.
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Manager - Integrated Employment Services Program (IES1610)
Youth Employment Services YES
Toronto, ON
- Full-time
Reporting to the Vice- President, the Program Manager will be responsible for leading the IES 1610 program. The Manager will lead a team which includes two Coordinators as well as Frontline…
Added 2 mins ago
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IT Change Management and Release Engineer II
CI Financial
Toronto, ON
- Full-time
Manage Public Certificate Authority account and assist Sr Production Control Manager in renewing site inventory license
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Freight Flow Associate
J.D. Irving, Limited
Atholville, NB
- Part-time
…improvement products through superior customer service and know-how, quality products, and everyday great prices. We protect our customers and staff by hiring and training associates…
Added 2 mins ago
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Cook - Casual Part Time
Cogir Senior Living
Ottawa, ON · Alta Vista
- Part-time
Reporting to the Culinary Manager, the Cook is responsible for preparation and delivery of all foods for residents, guests and employees.
Added 2 mins ago
New York Fries Hourly Supervisor - Vaughan
Recipe Unlimited
Vaughan, ON
Follow all New York Fries standards, outlined by the Store Manager, Regional Business Development Manager and New York Fries Executive team
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Workforce Transformation Manager (HR Transformation)
PwC
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:
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Advisor, Strategic Planning
Alcohol and Gaming Commission of Ontario
Toronto, ON
Partnering closely with the Senior Manager, branch colleagues and cross-functional teams, the Advisor will contribute research, analysis and strategic insights to advance key branch and…
Added 2 mins ago
QR
Sales Representative - Retail
Quincaillerie Richelieu
Saskatoon, SK
- Full-time
…proximity of Saskatoon. Under the supervision of the Retail Sales Manager, the Representative will ensure the development of new customers and the retention of existing customers in the…
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Senior Manager, Maintenance and Technical Services
Sofina Foods Inc
Brampton, ON
Under the direction of the Director of Operations, the Senior Manager, Maintenance and Technical Services is responsible to manage the effective and proactive delivery of Maintenance and…
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Project Manager
Zensar Technologies
Toronto, ON
- Full-time
The Project Manager (PM) is responsible for planning, delivery and execution of projects for the entire delivery life cycle, applying established client standards and best practices. The PM…
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Manager of Quality, Risk and Performance Improvement
Circle of Care, Sinai Health
Toronto, ON
With a focus on the client and caregiver experience and engagement, The Manager will work closely with internal and external stakeholders to support performance reporting to our funders,…
Added 2 mins ago
Manager, Web Development and Digital Experience (1-Year - Maternity Leave Contract)
Blue Ant Media Inc.
Toronto, ON
Manager, Web Development and Digital Experience (1 Year – Maternity Leave Contract)
Added 2 mins ago
QR
Gestionnaire du développement des affaires – Solutions d’éclairage Canada
Quincaillerie Richelieu
Montreal, QC
- Full-time
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Customer Experience Associate - Moncton Downlown
TD
Moncton, NB
- Part-time
Deliver quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operational excellence
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Audit Manager I, TD Securities (1149)
TD
Toronto, ON
- Full-time
Prioritize and manage own workload to deliver quality results and meet assigned timelines
Added 18 mins ago
NS
Stores Clerk - Logistics, Supply Chain Operations
Nova Scotia Health Authority
Baddeck, NS
- Full-time
Reporting to the Supply Chain Logistics Manager, the Stores Clerk assists in the organization, coordination and control and delivery of inventories and supplies in support of health care…
Added 18 mins ago
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Regional Manager, Ontario and Northwestern Quebec
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As Regional Manager, Ontario and Northwestern Quebec, you’ll provide strategic leadership to drive sustainable, profitable growth for Private Wealth Management in your territory. You’ll…
Added 18 mins ago
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Manager
Desjardins
Levis, QC · Montreal, QC
- Full-time
Your role involves using your ability to make quality decisions and build effective teams to manage a large subset of sales or operations activities or a support sub-function that offers…
Added 18 mins ago
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Regional Operations Manager, Cleaning Services
BGIS
MB · MB, 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 18 mins ago
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People Services AI Solutions & Configuration Lead
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Evaluate emerging Workday AI capabilities and recommend opportunities to improve employee and manager experiences.

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

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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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