Job Description

Reporting To:

Director, 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

The GTM Technology Operations Pod Lead will lead the Mumbai-based Go-to-Market (GTM) Technology Operations team and serve as the primary operational liaison between Sales Operations, Technology, Data Governance, Marketing, and Business stakeholders. This role is responsible for driving platform adoption, data quality, AI initiatives, reporting, integrations, and operational excellence across Russell Investments' GTM technology ecosystem.

The successful candidate will combine leadership, stakeholder management, data governance, CRM operations, project management, and emerging AI capabilities to help scale and optimize our sales and marketing technology environment.

Key Responsibilities

GTM Technology Leadership

• Lead and develop the Mumbai GTM Technology Operations Pod.

• Establish team priorities, workload management, and delivery standards.

• Drive continuous improvement initiatives across the GTM technology stack.

• Support strategic planning and execution of GTM technology initiatives.

Salesforce & CRM Operations

• Support Salesforce administration, adoption, and enhancement initiatives.

• Coordinate user provisioning, testing, release management, and business readiness activities.

• Partner with stakeholders to prioritize enhancements and resolve operational issues.

• Support CRM governance and best practices.

AI & Agentforce Programs

• Support and coordinate AI initiatives including:

• Agentforce Engagement

• Agentforce MCP Integrations

• Next Best Action

• Meeting Transcription Solutions

• ChatGPT Enterprise and AI Pilots

• Coordinate testing, user feedback, adoption tracking, and business readiness activities.

• Partner with stakeholders to identify new AI opportunities.

GTM Platform Management

Provide operational support and business ownership for platforms including:

• AdvizorPro

• ZoomInfo

• Marketo

• Seismic

• Sales Connect

• Distribution Solutions

• Other sales enablement and marketing technology platforms

Responsibilities include:

• Vendor coordination

• User support

• Adoption tracking

• Enhancement requests

• Process documentation

Data Governance & Client 360

• Lead data quality monitoring and remediation activities.

• Support Client 360 and Snowflake initiatives.

• Ensure data integrity across Salesforce, Snowflake, and integrated systems.

• Maintain data governance standards and documentation.

• Support master data management efforts.

Reporting & Analytics

• Oversee recurring reporting and dashboard processes.

• Support executive reporting and KPI development.

• Validate data accuracy and reporting quality.

• Coordinate business intelligence and analytics requests.

Project & Portfolio Management

• Manage GTM technology projects and enhancement requests.

• Coordinate project plans, timelines, dependencies, and stakeholder communications.

• Facilitate testing, deployment, and business adoption activities.

• Track project risks and issue resolution.

Stakeholder Engagement & Mumbai Leadership

• Serve as the primary GTM Technology Operations representative in the Mumbai office.

• Act as the eyes and ears of the GTM Operations organization, proactively identifying opportunities, risks, challenges, and stakeholder needs.

• Build strong relationships across Technology, Data, Marketing, Sales, Operations, and Business teams.

• Support visiting leaders and business partners by coordinating meetings, workshops, and onsite engagements.

• Provide regular feedback to leadership regarding team sentiment, resource needs, operational challenges, and opportunities for improvement.

• Support recruiting, onboarding, mentoring, and employee engagement activities.

• Foster a culture of accountability, innovation, collaboration, and continuous improvement.

Required Qualifications

• Bachelor's degree in Business, Information Systems, Technology, Analytics, Computer Science, or related field.

• 7+ years of experience in Sales Operations, Revenue Operations, CRM Operations, Data Governance, Business Operations, or GTM Technology.

• 3+ years of leadership, project management, or team lead experience.

• Experience supporting Salesforce CRM or similar enterprise platforms.

• Basic SQL knowledge with the ability to query, validate, analyze, and troubleshoot business data.

• Strong analytical, problem-solving, and communication skills.

• Experience working with global teams and cross-functional stakeholders.

Preferred Qualifications

• Salesforce certification.

• Experience with Snowflake or data warehouse technologies.

• Experience supporting AI, Agentforce, Copilot, MCP integrations, or ChatGPT initiatives.

• Working knowledge of SQL, relational databases, reporting platforms, and data validation techniques.

• Experience with AdvizorPro, ZoomInfo, Marketo, Seismic, Sales Connect, or similar GTM technologies.

• Agile, Scrum, or PMP certification.

• Financial Services or Asset Management industry experience.

Success Measures

• GTM platform adoption and user satisfaction.

• Data quality and governance improvements.

• Successful delivery of AI and technology initiatives.

• Operational efficiency gains through automation and process improvement.

• Stakeholder satisfaction and partnership effectiveness.

• Team engagement, development, and retention.

• Successful project delivery against timelines and objectives.