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Added 2 mins ago
CM
Senior Financial Analyst
Canadian Mental Health Association
Guelph, ON
- Full-time
Utilizing a strong analytical and collaborative approach, the Senior Financial Analyst will support the planning, preparation, and evaluation of financial activities for the Canadian Mental…
Added 2 mins ago
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IT Operations Analyst II-Host Operations
TD
Toronto, ON
- Full-time
…(Multi-Site Coverage) department responsible for providing frontline support and monitoring of the Banks critical batch environment. The primary focus of the team is surveillance of the…
Added 2 mins ago
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IT Operations Analyst II
TD
Toronto, ON
- Full-time
Provide seamless integration of activities and processes, recognizing system interdependencies
Added 17 mins ago
CI
Analyst, Business Systems
Canada Infrastructure Bank/ Banque de l'infrastructure du Canada
Toronto, ON
- Full-time
The Analyst, Business Systems, will be based in Toronto and report to the Manager, Information Technology. The Analyst, Business Systems, is pivotal in documenting business requirements,…
Added 17 mins ago
C
Application Development Engineer (Java) - AVP
Citi
Mississauga, ON
- Full-time
The Applications Development Senior Programmer Analyst is an intermediate level position responsible for participation in the establishment and implementation of new or revised application…
Added 17 mins ago
FM
Manufacturing Technical Analyst
Ford Motor Company
Oakville, ON
- Full-time
Deliver Manufacturing Delivery Quality Operating System requirements for your specific Subsystem, which may include Electrical, Powertrain, Suspension, Exterior, Interior, or Vehicle…
Added 17 mins ago
Total Rewards Analyst - Maternity Leave Replacement
The Aldo Group Inc / Le Groupe Aldo Inc.
Montreal, QC
The Compensation Analyst supports the development, implementation, and administration of the company’s total rewards programs. In this role, you will help ensure our compensation offering…
Added 17 mins ago
Budget Analyst
Government of Alberta
AB
As a Budget Analyst, you will play an important role in supporting the ministry’s budget planning, forecasting, and financial analysis. Reporting to the Coordinator, Budget and Forecasting,…
Added 32 mins ago
GD
Analyst, Allocation
Groupe Dynamite, Inc Garage
Mont-Royal, QC · Ville Mont-Royal, Quebec
- Full-time
The Allocation team is looking for an Allocation analyst. You will be responsible for the execution of the allocation strategy which maximizes profitability, to optimize the inventory in…
Added 47 mins ago
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RCI-ROCG-43883 Legal Analyst
Rangam
Mississauga, ON
- $33 to $35 CAD / hour
- Contract
The Legal Analyst role provides key operational, administrative, and practical legal support to Client Canada's in-house legal and compliance team.
Added 47 mins ago
A
Payroll Analyst
Adecco
Calgary, AB
- Full-time
Adecco is looking for a Payroll Analyst reporting to the Payroll Manager, you will be responsible to process payroll for Canadian employees and all expatriates, ensuring accuracy,…
Added 48 mins ago
MM
Oracle EPM Analyst
Marsh McLennan
Toronto, ON
- Full-time
We are seeking a talented individual to join our IT Product Development team at Marsh as an Oracle EPM Analyst .This role will be based in Toronto. This is a hybrid role that has a…
Added 1 hour ago
C
Apps Dev Intmd Programmer Analyst
Citi
Mississauga, ON
- Full-time
Drive Global Impact: Be part of a team building a mission-critical system that will streamline and automate key operational workflows across the firm, directly impacting business efficiency.
Added 1 hour ago
C
Project Analyst Co-op- Winter 2027
CIBC
Toronto, ON
- Full-time
You’ll join CIBC’s Enterprise Project Office (EPO), part of the Planning, Analytics and Platform team, where we support enterprise project and portfolio management through data, insights,…
Added 1 hour ago
Senior Analyst, NAV Solutions and Oversight (18-Month Contract)
Scotiabank
Toronto, ON
o Support fund administration providers, system providers, and media with accurate and timely information.
Added 1 hour ago
EI
Sr Business Analyst
Elite IT Solutions Inc
Montreal, QC
- Contract
- Document solutions through process flows, user stories, acceptance criteria, data mappings, API specifications, or system diagrams.
Added 1 hour ago
DI
Business Systems Analyst-Guidewire
Definity Insurance Company
Toronto, ON
- Full-time
…functional specifications for Guidewire platform initiatives. The Analyst, Business Systems works on the Guidewire Platform team within an Agile environment, managing backlogs, prioritizing…
Added 1 hour ago
C
Associate Business Systems Analyst
Co-operators
Calgary, AB · Guelph, ON · Regina, SK
- Full-time
As the Associate Business Systems Analyst, you will analyze business and user needs, document requirements, define system specifications, and support the delivery of technology solutions…
Added 1 hour ago
Financial Analyst - Team Lead
City of Edmonton
AB
Develop, document, and deliver procedural training and system manuals to support project managers and team members in navigating financial workflows
Added 1 hour ago
RB
Equity Derivative Operations Analyst
Royal Bank of Canada
Toronto, ON
- Full-time
As an Equity Derivatives Operations Analyst, you will ensure the timely and accurate completion of the primary responsibilities detailed below to support Equity Derivatives Businesses…
Added 1 hour ago
M
Talent & Rewards Consulting Analyst
Mercer
Toronto, ON
- Other
As a Compensation Analyst in the Workforce and Rewards practice, you will work with a broad range of clients and industries in a stimulating environment, participating as an integral member…
Added 1 hour ago
EC
Accounting Analyst - Hybrid
Encore Canada
Brampton, ON
- Full-time
In addition to day-to-day accounting responsibilities, the Accounting Analyst will participate in continuous improvement initiatives, system enhancements, and special projects that support…
Added 1 hour ago
SV
Financial Analyst
Starshot Ventures
Toronto, ON
- Full-time
Build and maintain ad hoc financial, accounting and operational reports and analysis to support business decisions.
Added 1 hour ago
Q
Senior GRC Analyst
Quantexa
Ottawa, ON
- $116,000 to $146,000 CAD / year
- Full-time
Quantexa is looking for an experienced Senior GRC Analyst to support our growing business. This role will be based in Toronto/Ottawa and will require travel to customer sites and other…
Added 1 hour ago
CI
Senior IT Analyst, Security Operations, Information & Corporate Security
CPP Investments | Investissements RPC
Toronto, ON
- Full-time
As a Senior IT Analyst, Security Operations you will help protect CPP Investments by monitoring security threats, responding to incidents, assessing risks, and strengthening information…

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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