Senior Sales Operations Business Analyst

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.

The Sales Operations Senior Business Analyst is a hands-on player-coach role responsible for driving the strategic direction, optimization, and day-to-day excellence of our global CRM platform and related sales technology tools. This role blends product ownership, business analysis, and technical CRM expertise to ensure our systems are reliable, scalable, and aligned with organizational goals. This role reports to the Manager of Sales Operations and partners closely with the Sales Operations team. While not responsible for direct management of team members, the Sr BA will collaborate with the team to drive CRM initiatives and ensure smooth execution.

This role partners closely with Sales Operations, GTM teams, Finance, Marketing, Product, and IT to define business requirements, implement enhancements, troubleshoot issues, and ensure high adoption and usability across the organization. As well as mentor and guide team members, they roll up their sleeves to analyze data, solve problems, and deliver meaningful change.

The ideal candidate brings strong Salesforce expertise, cross-functional leadership skills, and the ability to influence change while maintaining a steady, disciplined operational approach.
 

The responsibilities of the individual in this position include:

Leadership & Player-Coach Responsibilities

• Serve as the hands-on leader responsible for both strategic CRM direction and tactical execution.

• Mentor and coach CRM team members, guiding them on best practices, technical troubleshooting, and requirements gathering.

• Lead cross-functional conversations and influence stakeholders at all levels.

• Drive change management efforts, ensuring clarity, consistency, and accountability across teams.

• Set priorities, manage workload, and balance strategic initiatives with urgent operational needs.

Business Analysis & Requirements Management

• Gather, document, and analyze business and technical requirements across GTM, Sales, Finance, Marketing, and Product teams.

• Develop functional requirement documents and help prioritize enhancement requests based on business impact.

• Engage stakeholders regularly to understand objectives, risks, and challenges and translate them into effective solutions.

• Lead and manage User Acceptance Testing (UAT) to ensure quality rollout of new features and functionality.

• Promote adoption and effective usage of tools through training, feedback sessions, and documentation.

Continuous Improvement & Collaboration

• Identify technology and process gaps and propose solutions to streamline workflows and improve system usability.

• Stay current with industry trends and Salesforce enhancements to keep the CRM environment modern and effective.

• Work collaboratively with other analysts and project contributors to ensure cohesive solution design.

Qualifications & Experience

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

• 3–5+ years of experience across CRM product ownership, business analysis, or CRM technical roles, with a focus on Salesforce.

• Strong understanding of CRM principles, implementation, customization, and administration.

• Hands-on experience with key tools: Salesforce, SQL, Jira, Confluence, Excel (advanced), and related systems.

• Demonstrated ability to lead cross-functional teams and drive successful technology initiatives.

• Strong analytical mindset with the ability to translate complex business needs into technical solutions.

• Excellent written and verbal communication skills with stakeholders at all levels.

• Experience in agile environments (Scrum or Kanban).

Preferred:

• Experience in asset management or financial services.

• Salesforce certifications.

• Exposure to integrations, plugins, and workflow automation.

Competencies

• Leadership presence with the ability to influence and guide others.

• Player-coach mindset: leads from the front, produces results hands-on, and builds team capability.

• Client-focused, proactive, and results-driven approach.

• Ability to manage multiple priorities in a fast-paced environment.

• Strong problem-solving, decision-making, and critical-thinking skills.