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Added 7 mins ago
AS
Senior Clinical Trial Manager
Atlas Search
Canada
- Full-time
The Senior Clinical Trial Manager serves as the clinical functional lead, responsible for site management and clinical monitoring activities across assigned studies and projects in…
Added 7 mins ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…efficiency and effectiveness in financial processes, business operations and major initiatives. You will play a key role within the Internal Audit Department to test the effectiveness of…
Added 7 mins ago
LM
DIRECTOR OF INFORMATION TECHNOLOGY
Lacroix Médecine Privée
Quebec, QC
- Full-time
…structuring, and developing the IT function to effectively support the organization's operations, growth, and…
Added 7 mins ago
AE
Human Resources Coordinator- Early Career
Associated Engineering
Kitchener, ON
- Full-time
Support the day-to-day operations of HR functions
Added 7 mins ago
TE
Sales Manager
Talentfoot Executive Search
Montreal, QC
- Full-time
…the Vice President of Business Development, the Field Sales Manager will lead a team of 3 to 5 Account Executives responsible for driving new business acquisition and expanding market…
Added 7 mins ago
W
Intermediate Mechanical Engineer - Material Handling
Worley
Vancouver, BC
- Full-time
…across the project lifecycle, with services extending through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we support customers in navigating…
Added 7 mins ago
FL
Account Manager
Fuze Logistics Services Inc
Montreal, QC
- Full-time
We are seeking a dynamic and results-oriented Senior Account Manager to join our team. This role will be responsible for managing and nurturing relationships with our key clients, ensuring…
Added 7 mins ago
MS
Senior Electronic Warfare Systems Engineer
MDA Space
Ottawa, ON · Kanata, ON
- Full-time
Support the EW supplier procurements through the subcontracts manager
Added 7 mins ago
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Senior Project Coordinator, ICI Building Construction
Ledcor
Bradford West Gwillimbury, ON · Toronto, ON
- Full-time
You are a Senior Project Coordinator with over 5 years of experience working in multi-disciplinary commercial construction projects. As an integral part of the project team, you will be…
Added 22 mins ago
Senior Specialist, Subcontracts Management
L3Harris Technologies
Mirabel, QC
Work in collaboration with other functions such as Program Manager, Business Development, Supply Chain Leadership and Operations;
Added 22 mins ago
W
Outside Services Attendant
WinSport
Calgary, AB
- Part-time
…the Outside Services Attendant, you will be reporting to the Senior Manager, Security. You will be responsible for parking control, deployment of WinSport campus signage and other functions…
Added 22 mins ago
TD
General Manager, DC Operations
The Dufresne Group
Mississauga, ON
- Full-time
We’re looking for an experienced General Manager, Distribution Centre Operations to lead our GTA Distribution, Transportation and Repair teams. If you bring a track record of leading in a…
Added 22 mins ago
WhereTo - Senior Product Manager - Canada, Virtua
Flight Centre
Canada
WhereTo is seeking an innovative and results-driven Senior Product Manager to help shape the future of business travel. As part of a nimble, startup-minded team within Flight Centre Travel…
Added 37 mins ago
TS
Site Superintendent Calgary
TalentSphere Staffing Solutions
Vancouver, BC
- Full-time
Work with the Project Manager, develop and maintain master project schedule with input from subcontractors
Added 37 mins ago
S
Delivery Manager – Personalization and Marketing (7 months contract)
Sobeys
Toronto, ON
- Contract
Delivery Manager – Personalization and Marketing
Added 37 mins ago
QM
Senior Analyst, Capital Markets Operations
Quantum Management Services Ltd.
Toronto, ON
- $40 CAD / hour
- Contract
We are seeking a Senior Analyst, Capital Markets Operations for a 6-month contract opportunity within a dynamic investment operations environment. This role will support the end-to-end…
Added 37 mins ago
CH
Director of Food & Beverage
Crescent Hotels & Resorts
Rossland, BC
- Full-time
This hands-on leadership role brings people, service and operations together to create memorable guest experiences, grow the business and build strong teams. The Director will help shape…
Added 37 mins ago
R
Oracle Exadata Cloud@Customer (ExaCC) Senior DBA Consultant
Raise
Calgary, AB
- Full-time
Operational Readiness & Transition: Establish Oracle Enterprise Manager (OEM) monitoring, build automated operational scripts, author runbooks, enforce change/incident/security compliance,…
Added 37 mins ago
SR
Director of Finance
Serpent River First Nation
Cutler, ON
- Full-time
As a member of the Senior Management Team, the Director of Finance works collaboratively with the Director of Operations, Program Directors, Chief and Council, Council Committees, staff,…
Added 37 mins ago
T
Manager, Compliance Monitoring & Testing (5672)
TD
Toronto, ON
- Full-time
Manager, Compliance Monitoring & Testing is a newly created role on the Core Compliance team to manage the implementation of Monitoring and Testing program, a key program supporting TD's…
Added 52 mins ago
Field and Event Marketing Manager
Leo Berwick
Toronto, ON
…week. Leo Berwick is looking for a Field and Event Marketing Manager to join our Marketing team in Toronto or Vancouver, reporting to the Marketing leader. Events are where our partners…
Added 52 mins ago
B
Digital Product Owner
BMO
Toronto, ON · BMOPLACE
- Full-time
…impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth…
Added 1 hour ago
TG
Cash Management Officer - Tax Intern
TMX Group
Toronto, ON
- $22 to $25 CAD / hour
- Full-time
We are seeking a detail-oriented Cash Management Officer - Tax Intern to support our tax reporting season within the Cash Management and Transtar operations. In this role, you will play a…
Added 1 hour ago
TG
Senior Reservoir Engineer
TAQA Group
Calgary, AB
- Full-time
TAQA North is currently searching for a Senior Reservoir Engineer. Reporting to the Asset Manager, the successful candidate will be a key member of the multi-disciplinary asset team,…
Added 1 hour ago
CO
Supervisor, Roads
City of Markham
Markham, ON
- $109,744 to $143,867 CAD / year
- Full-time
Department and Commission: Operations, Community Services

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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