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Added 1 min ago
ER
Product Development Specialist / Spécialiste, développement de produits
Earth Rated
Montreal, QC
- Full-time
Leverage AI tools and data-driven insights to rapidly evaluate renovation opportunities and accelerate development cycles
Added 1 min ago
P
Workforce Transformation Manager (HR Transformation)
PwC
Ottawa, ON
- Full-time
As a Workforce Transformation 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 1 min ago
Manager, Web Development and Digital Experience (1-Year - Maternity Leave Contract)
Blue Ant Media Inc.
Toronto, ON
Manage relationships with external development and technology partners, ensuring quality delivery, cost control, and clearly defined technical requirements
Added 17 mins ago
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People Services AI Solutions & Configuration Lead
Manulife
Toronto, ON · Waterloo, ON
- Full-time
As People Services AI Solutions & Configuration Lead, you will serve as the technical configuration and solution design expert within our People Services AI squad. You will partner across…
Added 31 mins ago
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Structural Section Manager
HDR
Toronto, ON
- Full-time
HDR is seeking a Structural Section Manager to join our growing Building Engineering Services (BES) group in Toronto. In this key leadership position, you will guide our structural design…
Added 31 mins ago
CO
Project Manager - AI Building and Zoning Review
City of Niagara Falls
Niagara Falls, ON
- $54.58 to $68.22 CAD / hour
- Contract
During Project Timeline - General Manager, Planning Building and Development
Added 31 mins ago
Project Manager
The Canada Life Assurance Company
Toronto, ON
…strategic outcomes and transformation. This role reports to the Manager, Project Delivery, within the Workplace Benefits & Retirement…
Added 31 mins ago
Sr Project Manager
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
…strategic outcomes and transformation. This role reports to the Manager, Project Delivery, within the Workplace Benefits & Retirement…
Added 1 hour ago
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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 2 hours ago
AI Outcome Customer Developer, Forward Deployed Development
Google
Toronto, ON
As an AI Outcome Customer Developer in our GTM AI Tech organization, you work as an enterprise architect, technical debugger, development liaison and technical delivery manager. You will…
Added 3 hours ago
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Manager, Cybersecurity
KPMG
Calgary, AB
- Full-time
Our Calgary team is looking for highly motivated Cyber Security professionals at the Manager level to join our team! As a member of KPMG Canada’s cross-functional Cyber team, you will be…
Added 3 hours ago
Salesforce Technical Architect - Financial Services Cloud, Marketing Cloud & Data360 - Manager
EY
Toronto, ON · Montreal, QC
We're looking for a senior, hands-on technical architect - someone with deep Financial Services Cloud implementation experience who still configures, codes, and builds, not just designs on…
Added 4 hours ago
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Bilingual Customer Success Manager (French/English-Speaking)
Salesforce Partner Canada
Montreal, QC
- Full-time
The Customer Success Manager (CSM) is a versatile expert responsible for ensuring high-value customers who purchase the Signature Success Plan achieve a significant return on their…
Added 7 hours ago
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Sr. Software Developer
OpenText
Richmond Hill, ON
- Full-time
Technical leadership capability, including hands-on implementation, design decision-making, code reviews, mentoring of less experienced developers, and cross-functional delivery.
Added 7 hours ago
RD
Technical Project Manager - AI
Randstad Digital
Montreal, QC · Greater Montreal Metropolitan Area
- $70 to $90 CAD / hour
- Contract
A top-tier financial institution is seeking an accomplished Senior Technical Project Manager to orchestrate high-impact technology initiatives across enterprise data platforms, financial…
Added 7 hours ago
AC
Data Analytics Manager
Amphenol Communications Solutions
Markham, ON
- Full-time
The manager will be accountable for BI team performance, reporting quality, delivery commitments, and the end-to-end user experience. The role combines people leadership, business…
Added 7 hours ago
CO
Manager, Digital Solutions
City of Saint John
Saint John, NB
- Full-time
The Manager, Digital Solutions, is responsible for the delivery and ongoing management of the City’s enterprise applications, digital solutions, and data and information management…
Added 7 hours ago
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Quality Assurance Engineer
Trulioo
Remote, Canada
- $85,000 to $95,000 CAD / year
- Full-time
- Remote
Reporting to the Manager, Quality Assurance, the Quality Assurance Engineer will be responsible for delivering quality software for the Trulioo SaaS platform. This role involves designing…
Added 7 hours ago
RI
Associate Product Manager (Accounting)
Remarcable, Inc.
Remote, Canada
- $90,000 to $120,000 CAD / year
- Full-time
- Remote
Bring strong technical and analytical fluency to engineering discussions, evaluating data schemas, API integrations, and trade-offs.
Added 9 hours ago
TD
Head of Performance Marketing
Tiller Digital
Calgary, AB
- Full-time
Ensure reliable measurement and analytics through oversight of GA4, GTM, conversion tracking, attribution, data quality, and technical QA.
Added 9 hours ago
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Manager - Software Engineering
CARFAX
London, ON
- $114,000 to $164,000 CAD / year
- Full-time
As a Manager – Software Engineering, you will be part of the Product Engineering Team – the group that is responsible for focusing on how we use our products, services, content and data to…
Added 10 hours ago
S
Gestionnaire principal.e, Processus et produit // Senior Manager, Process & Product
SSENSE
Montreal, QC
- Full-time
Added 10 hours ago
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Quality Assurance Engineer
Trulioo
Vancouver, BC
- Full-time
Reporting to the Manager, Quality Assurance, the Quality Assurance Engineer will be responsible for delivering quality software for the Trulioo SaaS platform. This role involves designing…
Added 11 hours ago
S
Sr. Staff Technical Program Manager - Payments (Canada )
Shopify
Canada
- Full-time
A proven track record and passion for managing complex, technical programs in domains such as Payments, Security, Infrastructure, Cloud Systems, Data, Product, etc.
Added 11 hours ago
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Associate Product Manager (Accounting)
Remarcable
Vancouver, BC
- $90,000 to $120,000 CAD / year
- Full-time
Bring strong technical and analytical fluency to engineering discussions, evaluating data schemas, API integrations, and trade-offs.

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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