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Added 1 hour ago
CC
Senior Accountant, Real Estate
Connor, Clark & Lunn Financial Group (CC&L)
Toronto, ON
- Part-time
Part of the Connor, Clark & Lunn Financial Group, Crestpoint is a commercial real estate investment manager dedicated to providing institutional and high net worth investors with direct…
Added 3 hours ago
MF
Senior Manager, Investment Product Governance & Oversight
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
Working within the Product Strategy, Research & Oversight (PSRO) team, the Senior Manager will serve as an independent investment oversight authority across Mackenzie's product shelf. The…
Added 3 hours ago
C
Manager, Talent
Chemtrade
Toronto, ON
- Other
The Manager, Talent is responsible for the leadership, governance, and successful execution of Chemtrade's enterprise talent portfolio, including performance management, talent reviews,…
Added 3 hours ago
PC
Capital Markets and Accounting Advisory Services, Senior Manager (Bilingual FR/EN)
Pwc Canada
Montreal, QC
- Full-time
As a CMAAS Senior 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 4 hours ago
Sr Project Manager
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
The Senior Project Manager plays a critical role in leading large, high-risk, multi-workstream digital transformation projects with significant business impact, within the Technology PMO,…
Added 4 hours ago
Senior Accountant, Real Estate
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
Part of the Connor, Clark & Lunn Financial Group, Crestpoint is a commercial real estate investment manager dedicated to providing institutional and high net worth investors with direct…
Added 5 hours ago
S
CRM Analyst
Sagard
Toronto, ON · Montreal, QC
- Full-time
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…
Added 11 hours ago
O
Sr. Software Developer
OpenText
Richmond Hill, ON
- Full-time
…while driving higher conversion and engagement. OpenText’s rich portfolio of Web Content Management, Digital Asset Management, Customer Communication Management, and Workforce Optimization…
Added 11 hours ago
HG
Vice-président(e) exécutif(ve) (VPE)
Harris Global Business Services (GBS)
Quebec, QC
- Full-time
Added 12 hours ago
Customer Energy Management Associate
Toronto Hydro
Toronto, ON
…initiatives, and account management activities for their assigned portfolio of customers (e.g. commercial, institutional, municipal, and multi-residential customers, residential). Working…
Added 12 hours ago
Contract, Climate Action Associate
Toronto Hydro
Toronto, ON
…initiatives, and account management activities for their assigned portfolio of customers (e.g. commercial, institutional, municipal, and multi-residential customers, residential). Working…
Added 13 hours ago
M
Executive Assistant
Medavie
Dartmouth, NS · NS Admin Office Dartmouth
- Full-time
…efficient manner with our fleet of more than 180 ambulances and support vehicles operating out of 60+ stations. We respond to 165,000+ calls annually across the province, which are actively…
Added 16 hours ago
BH
Senior Environmental Coordinator
BC Hydro
Burnaby, BC
- Full-time
…project delivery-oriented role you will provide environmental support, as environmental work package manager (EWPM), on complex BC Hydro capital projects. The scope includes navigating…
Added 16 hours ago
TR
Director, Annual Giving
The Royal Conservatory of Music
Toronto, ON
- $118,000 to $128,000 CAD / year
- Full-time
Provide leadership, coaching and performance management to the Manager, Annual Giving. Establish clear expectations, monitor results and support the Manager to meet and exceed revenue,…
Added 16 hours ago
B
Operations Manager
BGIS
Toronto, ON
- Full-time
…emergency preparedness and business continuity for an assigned portfolio. In conjunction with the National Director Operations, proactively coordinates every aspect of the tenant…
Added 16 hours ago
ES
Vice-président(e) exécutif(ve), Développement des affaires - Montréal | Executive Vice President, Business Development - Montrel
Equans Services Canada & US
Montreal, QC
- Full-time
…Equans’ development by driving commercial excellence across a multi-sector portfolio spanning North…
Added 16 hours ago
VC
Director of Property Management
Villa Charities Inc.
Toronto, ON · North York, ON
- $115,000 to $140,000 CAD / year
- Full-time
As a member of the senior leadership team, the Director is responsible for developing and implementing property, facilities, housing, and asset management strategies that support…
Added 16 hours ago
C
Senior Facilities Manager
CBRE
Richmond, BC
- Full-time
As a CBRE Senior Facilities Manager, you will lead the delivery of integrated facilities management services across a complex portfolio of commercial, industrial, critical environment,…
Added 16 hours ago
CR
Senior System Administrator ERP (Yardi)
Chartwell Retirement Residences
Mississauga, ON
- $115,000 to $120,000 CAD / year
- Full-time
Reporting to the Director Information Systems, ERP this role will provide business process and technical support in the configuration and management of Chartwell’s ERP portfolio. They will…
Added 17 hours ago
LG
Accounting Manager
Lawen Group
Halifax, NS
- Full-time
As a key member of our Finance Team, the Accounting Manager is responsible for ensuring the financial health, accuracy, and integrity of a diverse portfolio of real estate, construction,…
Added 18 hours ago
CB
National Account Manager
Canadian Bar Association
Ottawa, ON
- Full-time
Working closely with Membership, Marketing, and Business Development teams and CBA Branches, the National Account Manager plays a critical role in retaining and expanding national accounts,…
Added 19 hours ago
Construction Superintendent - Network (Prince George)
IREN
Prince George, BC
…inference. IREN's platform is underpinned by its expansive portfolio of grid-connected land and power in renewable-rich regions across North America, Europe and…
Added 20 hours ago
E
Capital Asset Manager (Manitoba)
Extendicare
MB · Extendicare Inc (Steeles Ave.)
- Full-time
Reporting to the Senior Director, Asset Manager, the Capital Asset Manager will oversee capital projects, capital budgets, renovations, and expansions for a portfolio of long-term care…
Added 20 hours ago
Construction Superintendent - Network (Mackenzie)
IREN
AB · Mackenzie
…inference. IREN’s platform is underpinned by its expansive portfolio of grid-connected land and power in renewable-rich regions across North America, Europe and…
Added 1 day ago
C
Senior Analyst, Investment Controls
CIBC
Toronto, ON
- Full-time
As the Senior Analyst, Investment Controls, reporting to the Director, Investment Controls, you will be responsible to provide the first level of oversight of CAM retail, institutional and…

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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