{"id":3552498,"url":"https://alion.io/job/portage-crm-analyst","title":"CRM Analyst","company":{"id":1894346,"name":"Portage","domain":"portageinvest.com","url":"https://alion.io/company/portageinvest","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":true,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":70,"open_postings":28,"ghost_share":0.5,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-10-31T05:58:55Z"}},"role":"Enterprise Apps","role_family":"Enterprise Apps","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Toronto, Canada","Montreal, Canada","New York, United States"],"countries":["CA","US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":29000,"max_usd":73000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":9},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-30T23:15:54Z","employer_posted_date":"2026-10-30","last_verified_at":"2026-10-31T04:03:04Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":0,"flags":["company_stale"],"days_open":0},"description":"Sagard Overview:\nSagard 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.\nFounded 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.\nSagard 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.\nMore athttps://www.sagard.com\nPosition Overview\nSagard 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.\nReporting 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.\nYou 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.\nResponsibilities\nExecute DealCloud enhancements and configuration changes in line with the roadmap.\nConfigure and maintain pipelines, objects, fields, layouts and automations according to established governance standards.\nMonitor and maintain data quality through regular audits, deduplication pipelines, and enforcement of data entry standards.\nBuild and maintain dashboards and reports using DealCloud Data Visualizations, to enable leadership and their requests.\nServe as the first point of contact for user questions, issues and enhancement requests, triaging them through the established intake process.\nSupport in the gathering and documenting of business requirements from Investment teams, Capital Formation and Investor Relations users to ensure design meets their unique needs.\nDevelop training materials, user guides and process documentation, and deliver onboarding and refresher training across regions and strategies.\nTrack adoption and usage metrics and flag gaps or opportunities to the Senior Manager.\nIdentify and help implement automation opportunities that reduce manual effort and improve data consistency.\nWork may also include configuration and administration of other CRMs in the technology stack \nQualifications\n2 to 3 years of experience in CRM administration, business systems analysis or investment operations, ideally within alternative asset management, private markets or financial services.\nStrong knowledge of private markets investment processes and/or fundraising lifecycles.\nStrong analytical skills and a high attention to detail, with a genuine interest in data quality.\nThrives in a fast-paced environment, with the ability to operate independently, prioritize multiple workstreams, and coordinate work across multiple investment & fundraising teams. \nAbility to gather requirements from non-technical users and translate them into clear system changes.\nComfortable supporting multiple stakeholders and managing competing requests in a fast-paced environment.\nStrong written communication skills, including the ability to produce clear documentation and training materials.\nWhat success looks like\nRoadmap deliverables are configured, tested and released on time and to a high standard for all stakeholders.\nCRM enhancements are trusted by Investment teams, Investor relations and Capital Formation users.\nUsers get timely, helpful support and enhancement requests move smoothly through the backlog.\nDashboards and reports are reliable and require minimal manual intervention.\nAdoption and engagement grow across strategies and regions, supported by clear training and documentation.\nSagard is an equal opportunity employer, which values diversity in the workplace. We are therefore happy to accommodate any individual.\nIf you require accommodation in order to participate in the hiring process, please contact the People & Culture team to make your needs known in advance.\nSagard may use automated tools, including artificial intelligence, to support certain stages of the recruitment and selection process.","description_format":"text","description_chars":4615,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Venture Capital","Investment Holding Companies"],"lifecycle":[{"event":"open","at":"2026-10-30T23:15:54Z"}],"visa":[],"liveness":{"score":60,"band":"ok","label":"Likely open","p_open":1,"p_active":0.602,"p_room":1,"age_days":0,"expected_fill_days":25,"reasons":["conf:1","stale_co","win:early","comp:junior"],"computed_at":"2026-10-31T05:58:55Z"},"pay":null,"html_url":"https://alion.io/job/portage-crm-analyst","json_url":"https://alion.io/job/portage-crm-analyst.json","meta":{"generated_at":"2026-10-31T10:27:52Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"assistant_verified","counted_by":"address","units_charged":1,"used_today":2762,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-01T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1894346},"rest":"https://alion.io/mcp/rest/get_company?id=1894346"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fportage-crm-analyst"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fportage-crm-analyst"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fportage-crm-analyst"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/portage-crm-analyst\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fportage-crm-analyst"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3552498}},{"tool":"search_jobs","arguments":{"company":"portageinvest.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3552498},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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