CRM Analyst

Sagard•Montreal, QC

About The Position

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, the CRM Analyst will execute the DealCloud roadmap and vision by translating requirements into configured outcomes, clean data and reliable reporting. The role supports users across Investment teams, Capital Formation and Investor Relations, including deal origination, fundraising pipeline management, investor coverage and relationship tracking. The analyst works day to day with business users and Technology & AI teams to ensure DealCloud enables accurate data, well-adopted workflows and onboarding for new users and teams. The role may also include configuration and administration of other CRMs in the technology stack. Successful performance includes timely, high-quality roadmap delivery; trusted CRM enhancements; responsive user support; reliable dashboards and reports with minimal manual intervention; and increased adoption and engagement across strategies and regions through clear training and documentation.

Requirements

2 to 3 years of experience in CRM administration, business systems analysis or investment operations.
Strong knowledge of private markets investment processes and/or fundraising lifecycles.
Strong analytical skills and high attention to detail, with an interest in data quality.
Ability to work independently, prioritize multiple workstreams and coordinate work across investment and fundraising teams in a fast-paced environment.
Ability to gather requirements from non-technical users and translate them into clear system changes.
Comfort 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.

Nice To Haves

Experience in alternative asset management, private markets or financial services.

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 support leadership and its requests.
Serve as the first point of contact for user questions, issues and enhancement requests, triaging them through the established intake process.
Gather and document business requirements from Investment teams, Capital Formation and Investor Relations users to ensure designs meet their 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.
Configure and administer other CRMs in the technology stack as needed.