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Added 8 mins ago
SS
Business Analyst, Assistant Vice President
State Street
Toronto, ON
- Full-time
The Business Analyst , AVP has responsibility to support the Canada CEO and head of Canada Relationship Management (RM) by: building and maintaining executive reporting and presentations,…
Added 8 mins ago
RI
Costing Analyst
Richardson International
Winnipeg, MB
- Full-time
…possibility. We currently have an opportunity for a Pricing & Sales Analyst in our Winnipeg office. The Pricing & Sales Analyst will be responsible for supporting the sales team in…
Added 8 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 23 mins ago
PI
Part Time Behaviour Therapist (0013)
PACE Independent Living
Toronto, ON
- Part-time
PACE is a non-profit community support service organization that provides support services to adults with disabilities who are committed to living independent lives. PACE provides support…
Added 23 mins ago
C
Applications Development Sr Programmer Analyst
Citi
Mississauga, ON
- Full-time
· Stakeholder Management: Work with Business, Operations, and Production Support stakeholders to understand business needs and deliver effective solutions.
Added 23 mins ago
C
Apps Dev Intmd Programmer Analyst
Citi
Mississauga, ON
- Full-time
Problem Solving: Address technical requirements and articulate issues or challenges with the support of the team to ensure project delivery is not at risk.
Added 23 mins ago
CT
L2 Analyst
Canadian Tire Corporation
Calgary, AB · Toronto, ON
- Full-time
Provide second-level support for store applications.
Added 23 mins ago
EI
Sr Business Analyst
Elite IT Solutions Inc
Montreal, QC
- Contract
- Analyze processes and systems to understand how data, applications, and workflows operate today and what needs to change.
Added 23 mins ago
YO
CRE - Marketing Analyst
YFK Office Lease
Toronto, ON
- Full-time
Role Description The CRE – Marketing Analyst is a full-time, on-site role based in the Greater Toronto Area, Canada. This role is responsible for analyzing market data, tenant trends, and…
Added 38 mins 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 38 mins 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 53 mins ago
Financial Analyst - Team Lead
City of Edmonton
AB
…Infrastructure Services department is seeking a collaborative Financial Analyst - Team Lead to guide a dedicated team responsible for project setup and financial transaction processing. In…
Added 53 mins 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 53 mins 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
The Accounting Analyst plays a key role in supporting the accuracy, integrity, and timely reporting of financial information for Encore Canada. Reporting to the Controller, this position is…
Added 1 hour ago
SV
Financial Analyst
Starshot Ventures
Toronto, ON
- Full-time
Own the purchase-order-to-invoice process: enter POs in CRM and QuickBooks and link supplemental POs to master POs so both systems reconcile.
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…
Added 1 hour ago
R
Equity Derivative Operations Analyst
RBC
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
CT
Senior BI Analyst
Canadian Tire Corporation
Oakville, ON · Toronto, ON
- Full-time
As a Senior BI Analyst, you will play a key role in transforming data into actionable business insights. You will work across the full analytics lifecycle, partnering with business…
Added 1 hour ago
AL
Contract & Sales Analyst
Air Liquide
Calgary, AB · AB · Coquitlam, BC · Richmond, BC · Winnipeg, MB
- Full-time
The Sales Analyst plays a crucial role in achieving ALC's sales vision by providing comprehensive administrative, analytical, and data management support to ensure the sales team operates…
Added 1 hour ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 1 hour ago
SG
FIC Font Office Dev Analyst
Societe Generale
Montreal, QC
- Full-time
As a real-time Market Risk Dev and Support Analyst within GBTO/PRE/CFI, you will meet the needs of our traders in the fixed income markets. Your daily mission includes:
Added 1 hour ago
KL
Specialized Information Technology Analyst (Infrastructure)
Kativik llisarniliriniq
Montreal, QC
- Full-time
Under the supervision of the Computer Systems Coordinator, the Specialized Information Technology Analyst is responsible for analyzing, implementing, coordinating, and managing projects…
Added 1 hour ago
HT
Master Data Mgmt Analyst
Husky Technologies
Bolton, ON
- Full-time
…attracted to bold goals, believe in uncompromising honesty, support mutual respect, care about environmental responsibility, have a passion for excellence and a desire to make a positive…
Added 1 hour ago
GR
Customer Success Operations Analyst
Global Relay
Vancouver, BC
- Full-time
The Customer Success Operations Analyst plays a vital role in ensuring the seamless transition of data, applications, and systems across data archiving platforms. This position requires…

Sagard

CRM Analyst

Toronto, ON, Canada
Montreal, QC, Canada

Full-time

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Applications open in a new tab.

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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