Accelerate your career.

Explore opportunities across TA's portfolio

Sales Operations Administrator

Russell Investments

Russell Investments

Sales & Business Development, Operations
Mumbai, Maharashtra, India
Posted on Friday, June 28, 2024

Business Unit:

Global Distribution Operations

Reporting To:

Director, 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 88-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 has over $1 trillion in assets under advisement (as of December 31, 2023) and $302.7 billion in assets under management (as of March 31, 2024). Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai, and Mumbai.

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 Team is pivotal in maximizing the efficiency and effectiveness of our sales force. As part of this team, the Sales Operations Administrator plays a crucial role in supporting our sales strategies and operational procedures. Specifically, this role involves managing our CRM system, facilitating sales reporting and analytics, and assisting in the optimization of our sales processes to drive productivity across all sales channels. This position supports the seamless execution of the firm's Go-To-Market (GTM) strategies, ensuring that our sales efforts are aligned with the company's high-impact solutions globally.

The Sales Operations Administrator is responsible for maintaining the CRM system, facilitating effective sales reporting and analytics, and supporting the integration and enhancement of our GTM architecture. The primary goal is to enhance our sales team's productivity and efficiency by leveraging technology and data-driven insights.

Years of Experience

  • 5+ years of experience in sales operations, business operations, or administrative roles within a sales environment.


  • Bachelor’s degree in Business Administration, Information Technology, or a related field.


CRM Management and Support:

  • Maintain and administer the CRM system (e.g., Microsoft Dynamics) to ensure optimal performance.
  • Assist in the development and implementation of CRM strategies that enhance customer engagement and sales efficiency.
  • Provide CRM system training and support to sales staff to ensure maximum adoption and utilization.
  • Enter Call Notes on behalf of Sales Representatives
  • Assist with Filing Expense Reports on behalf of Sales Representatives
  • Knowledge of sales processes and methodologies.
  • Technical acumen, with the ability to quickly learn and leverage new sales technologies and tools.

Operational Support and Process Optimization:

  • Assist in the review and optimization of sales processes and workflows to improve overall sales productivity.
  • Support sales planning and strategy meetings by providing relevant data and analysis.
  • Collaborate with sales, marketing, and other departments to ensure alignment and coordination of efforts.

Data Integrity and Governance:

  • Ensure the accuracy and integrity of sales data within the CRM and other sales tools.
  • Support data governance initiatives to ensure compliance with data privacy and security regulations.

Candidate Requirements

  • Experience working in JIRA or like ticketing system
  • Experience with CRM systems and sales enablement tools is essential.
  • Proficiency in data analysis and reporting, with experience in tools such as Excel, Power BI, or similar.
  • Strong organizational and administrative skills, with the ability to manage multiple priorities and tasks efficiently.
  • Excellent communication and interpersonal skills, capable of working collaboratively across teams and departments.
  • Proactive, keen eye for detail and a commitment to high-quality work.
  • Flexible and adaptable, able to thrive in a fast-paced and changing environment.

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.