Sales Operations Business Analyst

Reporting To:

Senior Manager, Sales Operations

Shift:

EMEA (1:30 pm - 10:30 pm IST) (India)

About Russell Investments, Mumbai:

Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 90-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm is “Top 12 Ranked Consultant (2009-2024)” in P&I survey 2024 with $962 billion in assets under advisement (as of December 31, 2025) and $376.9 billion in assets under management (as of December 31, 2025) for clients in 30 countries. Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai – and has opened a new office in Mumbai, India in June 2023.

Joining the Mumbai office is an incredible opportunity to work closely with global stakeholders to support the technology and infrastructure that drives the investment and trading processes of a globally recognized asset management firm. Be part of the team based out of Goregaon (East) and contribute to the foundation and culture of the firm’s growing operations in India. The Mumbai office operates with varying shifts to accommodate time zones around the world.

For more information, please visit https://www.russellinvestments.com.

Job Description:

The Sales Operations Business Analyst role is responsible for the service and support of key global sales technology initiatives to improve quality, accuracy, and delivery of projects through our global sales technology tools.

This position supports our Go-to-Market (GTM) teams and will have responsibility to gather, document, and analyze business and technical requirements; collaborate with subject matter experts (internal and external) to establish the technical vision and analyze trade-offs between usability and performance needs. The person in this role will collaboratively engage with GTM teams, finance, marketing, product, external vendors and other enterprise teams seeking to gain complete understanding of business processes in order to solve business needs.

A key component of this role is building strong, trusted relationships with stakeholders across the business. The successful candidate will proactively engage with stakeholders, communicate progress and updates without being prompted, and ensure commitments and timelines are clearly understood and consistently met. When challenges arise, this role will communicate early and transparently, maintaining stakeholder confidence through reliability, accountability, and strong follow-through.

The responsibilities of the individual in this position include:

• Collaborate with GTM sales teams, finance, marketing, and product team stakeholders to understand key opportunities and provide solutions to meet strategic and tactical business needs.
• Help develop functional requirement documents for CRM and other global sales technology tools. Develop prioritized list of feature requests based on business value.
• Create and manage the UAT (User Acceptance Testing) process for sprint cards to ensure smooth rollout to end users.
• Work closely with rest of the sales and technology teams to ensure solutions are implemented to meet the needs of the end users.
• Drive internal team adoption of tools through training, feedback sessions and reporting.
• Collaborates with other business analysts and project contributors to create comprehensive and cohesive solution approaches.
• Meet with GTM business leaders on a regular basis to understand the business’ objectives, risks and challenges.
• Identify business and technology risks and provide recommendations to mitigate them.
• Remain current with Russell Investments’ business direction, products and services as well as emerging new technologies.
• Maintain a strong knowledge and understanding of business needs and drivers, while maintaining a high level of client trust and confidence through continuously improving service delivery.
• Adapt to rapidly changing business objectives and work with IT to ensure that new objectives or prioritizations are understood.
• Stay informed and abreast of industry developments as related to business analysis best practices.
  
  

• 3-5 years of experience as a business analyst in a similar industry (asset management or financial services industry preferred).
• Bachelor’s degree (or equivalent).
• Strong functional knowledge of Salesforce CRM
• Exposure and skills to work with key productivity tools – Salesforce, SQL, Jira, Confluence, etc.
• Advanced Excel experience preferred with ability to manipulate data using v-lookups, pivot tables and advanced formulas.
• Experience with extracting data from databases including SQL.
• System/business analyst experience required in an agile development environment.
• Ability to coordinate and assist large teams in resolving complex analytical and technical issues.
• Strong organizational skills, attention to detail and the ability to manage multiple projects with tight deadlines.
• Solves and analyzes problems effectively, with a process for decision making.
• Excellent oral and written communication skills and ability to effectively communicate with internal and external contacts.
• Client focused, proactive and results oriented with ability to support clients across multiple locations.
• Demonstrated ability to take on new opportunities and tough challenges with a sense of urgency and enthusiasm.
• Ensures the (external or internal) client’s perspective is a driving force behind their decisions and actions.
• Demonstrated ability to be a collaborative team player with the ability to interact well with all levels of internal and external personnel and adapt to rapidly changing requirements.