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Sales Operations Business Analyst

Russell Investments

Russell Investments

IT, Sales & Business Development, Operations
Mumbai, Maharashtra, India
Posted on Saturday, May 25, 2024

Business Unit:

Global Distribution Operations

Reporting To:

Manager, Sales Operations


EMEA/UK (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 87-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 the world’s sixth-largest investment adviser, with $1 trillion in assets under advisement (as of June 30, 2022) and $288.3 billion in assets under management (as of March 31, 2023) 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 new 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 one of the first to join this new team based out of Goregaon (East) in Mumbai and be a part of creating the foundation and culture for the firm’s growing operations in India. The Mumbai office operates 5-days a week from Monday to Friday 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 the quality, accuracy, and delivery of projects through our global sales technology tools.

This position supports our Go-to-Market (GTM) teams and will have a 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 a complete understanding of business processes to solve business needs.

Years of Experience

  • 2-5 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 Microsoft Dynamics 365 CRM


  • 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.

Candidate Requirements

  • Exposure and skills to work with key productivity tools – Microsoft Dynamics 365, SQL, Jira, Confluence, etc.
  • Advanced Excel experience preferred with the 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 the 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.

Core Values

  • Strong interpersonal, oral, and written communication and collaboration skills with all levels of management
  • Strong organizational skills including the ability to adapt to shifting priorities and meet frequent deadlines,
  • Demonstrated proactive approach to problem-solving with strong judgment and decision-making capability.
  • Highly resourceful and collaborative team-player, with the ability to also be independently effective and exude initiative and a sense of urgency.
  • Exemplifies our customer-focused, action-oriented, results-driven culture.
  • Forward looking thinker, who actively seeks opportunities, has a desire for continuous learning, and proposes solutions.
  • Ability to act with discretion and maintain complete confidentiality.
  • Dedicated to the firm’s values of non-negotiable integrity, valuing our people, exceeding client expectations, and embracing intellectual curiosity and rigor.