About the role

CRM Analyst configuring DealCloud for Sagard’s alternative asset management, investment, and fundraising teams. Supporting data quality, reporting, user adoption, training, and CRM enhancements.

Responsibilities

Execute DealCloud enhancements and configuration changes in line with the roadmap
Configure and maintain pipelines, objects, fields, layouts and automations according to governance standards
Monitor and maintain data quality through audits, deduplication pipelines and data-entry standards
Build and maintain dashboards and reports using DealCloud Data Visualizations
Serve as first point of contact for user questions, issues and enhancement requests
Gather and document business requirements from Investment teams, Capital Formation and Investor Relations users
Develop training materials, user guides and process documentation
Deliver onboarding and refresher training across regions and strategies
Track adoption and usage metrics and flag gaps or opportunities
Identify and help implement automation opportunities
Configure and administer other CRMs in the technology stack as needed

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 high attention to detail
Ability to operate independently, prioritize multiple workstreams, and coordinate work across multiple investment and 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