2 to 3 years of experience in CRM administration or business systems analysis, preferably in financial services.
Strong understanding of private markets investment processes and fundraising lifecycles.
Excellent analytical skills with a keen attention to data quality.
Ability to thrive in a fast-paced environment and manage multiple priorities.
Skilled in gathering requirements from non-technical users and translating them into system changes.
Proficient in supporting various stakeholders and managing competing requests.
Strong written communication skills for documentation and training materials.
Responsibilities
Execute enhancements and configuration changes in DealCloud according to the roadmap.
Configure and maintain pipelines, objects, fields, and automations per governance standards.
Monitor data quality through audits and enforce data entry standards.
Build and maintain dashboards and reports for leadership using DealCloud Data Visualizations.
Serve as the first point of contact for user inquiries and enhancement requests.
Gather and document business requirements from users to ensure design meets their needs.
Develop training materials and deliver onboarding and refresher training across regions.
Benefits
Opportunity to work with a leading firm in capital formation and investment management.
Engagement with diverse teams across investment, capital formation, and investor relations.
Access to ongoing training and professional development resources.
Involvement in enhancing and configuring a key CRM platform.
Potential for career growth within a fast-paced, dynamic environment.
Full Job Description
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.
