CRM Analyst

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.