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Added 9 mins ago
Specialist, Digital Account Manager
Bell
Montreal, QC
Ensures that client issues are dealt with in an efficient manner, informing the Account Executive and Senior Manager of any problems that may arise.
Added 9 mins ago
Corporate Traveller - Senior Productivity Manager - Vancouver, BC
Flight Centre
BC
Are you passionate about driving operational excellence and making a real impact on team productivity? As a Senior Operational Productivity Manager with FCTG Americas, you'll play a…
Added 10 mins ago
RC
Workplace Experience Support Specialist Senior
RSM Canada
Toronto, ON
- Full-time
The workplace experience support specialist senior delivers the office location workplace experience for colleagues. This position is responsible for supporting daily office operations such…
Added 10 mins ago
OT
Food Service Supervisor
One Therapy Network
Victoria, BC
- Full-time
As a Food Service Supervisor/Shift Manager, you will be responsible for overseeing daily restaurant operations during assigned shifts. You will lead front‑line staff, support operational…
Added 25 mins ago
WS
Manager IT Service Management (ITSM)
Workplace Safety and Insurance Board (WSIB)
London, ON
- Full-time
At WSIB, technology helps support our purpose of serving people and businesses across Ontario. As we continue to modernize our IT environment, we’re looking for a Manager, IT Service…
Added 25 mins ago
Quality Assurance Coordinator - Mississauga
BelPak
Mississauga, ON
Areas include quality element control related to operations, policy and procedure auditing, leads quality improvement projects, and drives defect prevention and detections.
Added 25 mins ago
Cook (Casual) - The Waterford
Century Group
Delta, BC
Act as the lead for food production in the absence of the Executive Chef or Manager to ensure seamless department operations
Added 25 mins ago
M(
Manager, Premium Retention & Service
MLSE (Maple Leaf Sports & Entertainment Partnership)
Toronto, ON · Scotiabank Arena
- Full-time
We're more than a workplace. We are a team of passionate people, boldly building the future of sport and entertainment, together. We believe in the power of play, the strength of…
Added 25 mins ago
RU
Workplace Experience Support Specialist Senior
RSM US LLP
Toronto, ON
- Full-time
The workplace experience support specialist senior delivers the office location workplace experience for colleagues. This position is responsible for supporting daily office operations such…
Added 25 mins ago
O
Manager, Corporate Reporting and Financial Services
OPTrust
Toronto, ON
- Full-time
The Finance and Facilities Division is led by the Chief Financial Officer and includes accounting, operations, tax, and facilities functions and roles supporting OPTrust investment and…
Added 26 mins ago
NP
Director, Internal Controls & Finance Transformation
Neo Performance Materials
Toronto, ON
- $140,000 to $170,000 CAD / year
- Full-time
…Director will work with Corporate and regional Finance, IT, operations, senior management and external advisors, and will lead the Manager, Finance Systems & Data Governance and work…
Added 26 mins ago
SG
Manager Sales & Commercial Operations (MB & SK)
Southern Glazer's Wine & Spirits
Regina, SK
- $80,000 to $100,000 USD / year
- Full-time
Shape a remarkable future with us. Build a career working for an industry leader that truly invests in their people – and equips them with leading technology, continuous learning, and the…
Added 26 mins ago
BS
Key Account Manager
Bushbalm Skincare
Ottawa, ON
- Full-time
Bushbalm is looking for a results-driven Key Account Manager to own and grow strategic PRO accounts. This role is responsible for acquiring new Key Accounts, as well as driving revenue by…
Added 40 mins ago
M
Senior Manager Delivery - Electrification Team (Development and Design)
Mace
Toronto, ON
- Full-time
…that are responsible, bringing transformative impact to our people, communities, and societies across the globe. To learn more about our purpose, culture, and priorities, visit our strategy…
Added 40 mins ago
M
Senior Manager Delivery - Electrification Team (Construction)
Mace
Toronto, ON
- Full-time
…that are responsible, bringing transformative impact to our people, communities, and societies across the globe. To learn more about our purpose, culture, and priorities, visit our strategy…
Added 40 mins ago
M
Access Project Manager - Electrification Team
Mace
Toronto, ON
- Full-time
…that are responsible, bringing transformative impact to our people, communities, and societies across the globe. To learn more about our purpose, culture, and priorities, visit our strategy…
Added 40 mins ago
M
Responsable Environnement, Santé et Sécurité (EHS) du Site / Senior Manager, Site Environment, Health & Safety (EHS) Lead
Moderna
Laval, QC
- Full-time
…l’entreprise soient pleinement prises en compte avant le début des opérations de…
Added 40 mins ago
CE
Senior Manager, Infrastructure Projects
Cenovus Energy
Calgary, AB
- Full-time
Reporting to the Director, Workplace & Real Estate, the Senior Manager, Infrastructure Projects provides strategic leadership and oversight of the Workplace & Real Estate Infrastructure…
Added 40 mins ago
CE
Portfolio Architect
Cenovus Energy
Calgary, AB
- Full-time
Reporting to the Senior Manager Architecture, the Portfolio Architect will bring expertise in the oil and gas industry and a practical understanding of upstream business capabilities,…
Added 55 mins ago
JC
Equipment Design Engineering Manager (onsite)
Johnson Controls
AB · SA - Edmonton Orion
- Full-time
We are seeking a strategic and technically driven Equipment Design Engineering Manager to lead a high-performing team of Senior Equipment Design Engineers and Subject Matter Experts. In…
Added 55 mins ago
SS
Leader, People & Talent
SkyCan Systems
Toronto, ON
- Full-time
This is our first People hire. The mandate is to hire the people who build the company and to build the HR foundation they work in. It is a hands-on role: you will run recruiting yourself…
Added 55 mins ago
MK
Senior Accountant (CONTRACT)
Moose Knuckles Canada
Montreal, QC
- Full-time
We’re looking for a Senior Accountant to join our Finance team for a 15-month contract. In this role, you’ll play a key part in our month-end close and the timely delivery of consolidated…
Added 55 mins ago
HH
Project Manager
Havas Health Network
Toronto, ON
- Full-time
The Project Manager is responsible for overseeing the execution of creative projects within a fast-paced agency environment. This role ensures that creative deliverables - including design…
Added 1 hour ago
Technical Program Manager, Platform Services
Motive
Vancouver, BC
Motive empowers the people who run physical operations with tools to make their work safer, more productive, and more profitable. For the first time ever, safety, operations and finance…
Added 1 hour ago
RG
Director, Financial Reporting
Regional Group
Ottawa, ON
- Full-time
…mission of enriching communities and creating places where people thrive. We are innovators, leaders, and trailblazers with over six decades of experience shaping the real estate landscape…

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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