GTM Technology Lead, Mumbai
Russell Investments · Mumbai Metropolitan Region
- On site
- Full-time
- $150,000 / year
- Mumbai Metropolitan Region
Job highlights
- Lead global Salesforce ecosystem and sales technology.
- Drive commercial growth with CRM strategy and operations.
- Player-coach role: lead team and execute projects.
- Requires 10+ years CRM experience, 3+ management.
- Financial services and Salesforce certifications preferred.
About the role
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 Go-To-Market (GTM) CRM Product Manager is the senior CRM authority within the Mumbai GTM organization, responsible for the strategic direction, governance, and operational excellence of the global Salesforce ecosystem and associated sales technology tools.
This role plays a critical part in enabling Russell Investments’ global go-to-market strategy by ensuring CRM systems, data integrity, and sales technology capabilities effectively support commercial growth, client engagement, and operational scale.
This is a player–coach leadership role. While the individual contributor work centers on advanced business analysis, solution design, and stakeholder alignment, the role also carries accountability as functional and technical lead for the GTM Mumbai CRM team. The position reports to the Director of Sales Operations and partners closely with Sales Operations, GTM leadership, Finance, Marketing, Product, and IT to ensure CRM systems are scalable, resilient, and aligned to commercial strategy.
Key Responsibilities:
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 (10+), 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.
Senior Business Analysis:
- Gather, document, and analyze business and technical requirements across GTM, Sales, Finance, Marketing, and Product teams.
- Translate commercial strategy into scalable CRM workflows and automation.
- Produce high-quality functional specifications, process models, and acceptance criteria.
- Lead complex cross-functional requirements initiatives.
- Produce high-quality functional specifications and oversee structured UAT.
- Conduct root-cause analysis and drive process improvements across GTM functions.
- Evaluate and prioritize enhancement requests using a structured business value, risk, and scalability framework.
Continuous Improvement & Collaboration:
- Proactively identify technology and process gaps; design and implement scalable solutions to streamline workflows and enhance system usability.
- Monitor Salesforce platform enhancements and industry best practices to continuously modernize and optimize the CRM environment.
- Promote a culture of continuous improvement, leveraging data insights and user feedback to drive incremental and transformational enhancements.
- Collaborate closely with analysts, data teams, and cross-functional project contributors to ensure cohesive, well-integrated solution design.
- Contribute to documentation standards, knowledge sharing, and reusable frameworks that elevate overall team capability.
Qualifications:
- 10+ years of progressive experience in CRM business analysis, Salesforce solution leadership, or CRM product support roles.
- 3+ years of management experience
- Advanced Salesforce configuration and CRM data modeling expertise.
- Experience with integrations, reporting frameworks, and structured data governance.
- Demonstrated experience partnering with global stakeholders in complex environments.
- Strong stakeholder management and executive communication skills.
- Preferred: Financial services (Asset Management) experience and Salesforce certifications.
Key skills/competency:
- Salesforce
- CRM
- Go-To-Market Strategy
- Sales Operations
- Product Management
- Business Analysis
- Stakeholder Management
- Leadership
- Change Management
- Financial Services
Skills & topics
- GTM Technology Lead
- Salesforce
- CRM
- Go-To-Market Strategy
- Sales Operations
- Product Management
- Business Analysis
- Stakeholder Management
- Leadership
- Change Management
- Financial Services
- Asset Management
- Mumbai Jobs
- Global Technology
How to get hired
- Tailor your resume: Highlight your 10+ years of CRM experience, Salesforce expertise, and management skills to match the GTM Technology Lead role.
- Showcase leadership: Emphasize your player-coach experience, mentoring abilities, and cross-functional collaboration successes.
- Quantify achievements: Use data to demonstrate how you've improved CRM systems, driven sales growth, or streamlined processes.
- Prepare for interviews: Be ready to discuss your approach to business analysis, solution design, and managing global stakeholders.
- Network strategically: Connect with Russell Investments employees on LinkedIn to learn more about their culture and the GTM team.
Technical preparation
Behavioral questions
Frequently asked questions
- What is the primary focus of the GTM Technology Lead role at Russell Investments in Mumbai?
- The GTM Technology Lead role at Russell Investments in Mumbai is the senior CRM authority, responsible for the strategic direction, governance, and operational excellence of the global Salesforce ecosystem and associated sales technology tools to support commercial growth and client engagement.
- What does 'player-coach' mean for this GTM Technology Lead position?
- The 'player-coach' aspect means you will be both a hands-on individual contributor, performing advanced business analysis and solution design, and a functional and technical lead for the GTM Mumbai CRM team, mentoring and guiding team members.
- What kind of experience is required for the GTM Technology Lead position?
- The role requires 10+ years of progressive experience in CRM business analysis, Salesforce solution leadership, or CRM product support, with at least 3 years of management experience. Advanced Salesforce configuration and CRM data modeling expertise are also essential.
- How does this role contribute to Russell Investments' global strategy?
- This role is critical in enabling Russell Investments’ global go-to-market strategy by ensuring CRM systems, data integrity, and sales technology capabilities effectively support commercial growth, client engagement, and operational scale.
- Are there any preferred qualifications for the GTM Technology Lead job in Mumbai?
- Yes, preferred qualifications include experience in the financial services industry, specifically Asset Management, and holding Salesforce certifications.
- What are the working hours for the GTM Technology Lead in Mumbai?
- The shift for this role is EMEA (1:30 pm - 10:30 pm IST) to accommodate global time zone collaboration.
- What is the size of the CRM team this GTM Technology Lead will manage?
- The GTM Technology Lead will mentor and coach a CRM team of 10 or more members.
- What is Russell Investments' global presence and how does the Mumbai office fit in?
- Russell Investments is a global firm headquartered in Seattle with offices worldwide. The Mumbai office, opened in June 2023, is a growing operation where the GTM Technology Lead can contribute to the foundation and culture.