CRM Administrator

Business Unit:Global TechnologyReporting To:Director, Head of Sales & Marketing TechShift: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 89-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 " in P&I survey 2024 with $906 billion in assets under advisement (as of December 31, 2024) and $331.9 billion in assets under management (as of March 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.

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Job Description:

The CRM Administrator is a certified Salesforce expert who directly and actively performs day-to-day management of the Salesforce platform, ensuring a seamless experience for our users and alignment with evolving business needs. They will ensure security, availability, performance, and delivery, as well as support the resolution of end-user questions and issues.
 

Roles & Responsibilities

User Support & Access Management

• Manager user accounts, profiles, roles, permission sets and sharing

• Support onboarding/offboarding, including license and access provisioning

• Respond and resolve to end-user support questions and issues, act as the main point of contact for operations teams into CRM technology team

• Assist in the configuration and troubleshooting of Reports & Dashboards
   

Platform Support & Maintenance

• Monitor system performance, health, security and data integrity

• Perform regular audits and maintenance (e.g. limits, license usage, critical updates, security updates, release updates)
   

Release & Environment Management

• Provision and manage developer sandboxes, perform scheduled refreshes of partial and full-copy sandboxes

• Own the data available in sandboxes, performing mass updates and supporting data requirements for UAT and integration testing

• Oversee the pipeline, coordinating deployment of changes, unit test execution and code coverage

• Perform deployments and installations requiring manual configuration (e.g. platform settings, custom settings, installed packages, AppExchange products)

• Support the implementation and optimization of CI/CD and source control
   

Security and Compliance

• Maintain data security and compliance with GDPR, SEC, and FINRA regulations

• Support configuration and management of Salesforce Shield (Field Audit Trail, Platform Encryption, Event Monitoring)

• Enforce a compliant Salesforce security model via role hierarchy, org-wide defaults and sharing

Years of Experience

• 2-4 years of Software Development or CRM Administration experience preferred

• 2-4 years of Salesforce experience preferred
   

Qualifications

• Bachelor's degree in computer science, Mathematics, Statistics, or related engineering field required.

• Salesforce certifications preferred: Salesforce Administrator, Advanced Administrator
   

Special Requirements

• Good to have prior experience of working in Finance domain (Investment bank, Asset Management firm, Hedge Fund).

• Good to have exposure to large scale distributed applications and customer data platforms, e.g. Snowflake, Hive

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.

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