Mohan Warrier

Solutions-focused professional with 15+ years of consultancy experience leading enterprise-wide Salesforce implementation/project management and customization projects, including Salesforce integration with other systems, for global customers in Maritime Safety and Zero Harm, Hotel, Health, Manufacturing, Wellness, Insurance, Education, and Non-profit organizations, Legal, and Trading. Tech-savvy leader with a strong background in heading client-facing discovery sessions, providing technical thought leadership to a team of Solutions Engineers, defining projects scope, and ensuring implementation of Salesforce best solutions. Proven success in implementing Web-to-Lead, and Web-to-Case for multiple customers and integrating company website with Salesforce; configuring and integrating AppExchange products, Financial Force, Salesforce CPQ.

Business Analyst/Project Manager - Accenture Singapore - Singapore

(2024-11 - 2025-11)

Manage the project by leading the implementation of one of the tracks for a government project. A team of 5 resources (Dev and QA) was in my team. The responsibilities include project planning, team leadership, resource management and budget, risk assessment, and communication with stakeholders and performing the role of functional and technical consultant for implementing Salesforce project including release management, Business analysis, UAT, training, testing etc.

Familiar with tools like Jira, GitHub and Confluence. Worked with the Data load team to perform the data mapping and ETL of the legacy data to CRM as part of the migration process.

• Implementation of CRM for the Licencing application new/renewal) for the various shelter homes and for investigation department for any family related issues to track their cases and follow up with other government agencies till resolution.
• Extract, Transform and Loading of the data from legacy systems into the Salesforce CRM

Salesforce Technical Consultant - RightShip

(2022-06 - 2024-08)

Provide Salesforce technical consultancy services to internal users and the management which include responsibilities of project planning, team leadership, resource management, risk assessment, and communication with stakeholders BAU activities, in-house recommendations for enhancements, bug fixes, and vendor management, managing a high-performing team of 4 Salesforce Administrators based in Melbourne, Singapore and London.

• Owner of the internal CRM product and implementations for Sales Cloud, opportunity management, Sales Target management, Salesforce CPQ, Integration with NetSuite, Power BI and Pardot/HubSpot.
• Integration with Online Store and payment gateways.
• Help Sales team to track their sales against their target based on month, year and products.
• Extract, Transform and Loading of the data from legacy systems into the Salesforce CRM
• Help Finance team with various levels of creating reporting and dashboards for management, Finance, Sales and Marketing

Solutions Consultant/Scrum Master - Aodigy

(2021-09 - 2021-12)

Part of an agile delivery team with a key client project in the Mining industry on T&M engagement, including designing, implementing, and optimizing solutions based on the client's needs, goals, and challenges. Engaged effectively with the client project to update on project progress.

• Shipping industry client who manages the shipping of dry and wet cargo worldwide.
• Worked on integration with SAP and Salesforce for the Pricing module to integrate the complex pricing of the cargo shipments and manage the invoicing process.
• Conducted demos, and daily stand-up meetings, and managed user stories using tools like DevOps, as Scrum Master.
• Worked closely with stakeholders to resolve business problems and integration with SAP for client as subject matter expert, as well as cross-functional teams for process improvements.

Solutions Consultant/Implementation Manager - Intapp, Inc (Acquired OnePlace)

(2019-05 - 2021-07)

Led the end-to-end project management/delivery of the Client Life Cycle Management (CLM) system, including planning, configuration, implementation, and post-deployment support. Coordinated workshops and stakeholder sessions to drive user adoption and align deliverables with client expectations.

• Managed cross-functional teams to implement Salesforce-based CLM solutions tailored for Legal and Finance sectors using the Force.com platform.
• Defining project scope, managing resources, coordinating teams, and communicating with stakeholders for clients across different regions.
• Managed client support operations using tools like Freshdesk, Zendesk, and Jira, ensuring timely resolution of issues, prioritization of requests, and continuous service improvement.

Senior Consultant/Project Manager - OnePlace Pte Ltd

(2018-09 - 2019-05)

Managed multiple end-to-end Salesforce implementation projects for new clients, overseeing project scoping, requirements gathering, solution design, and stakeholder engagement. Conducted product workshops to align client expectations and drive project buy-in.

• Lead configuration and deployment of the Client Life Cycle Management (CLM) system for Legal Industry clients on the Salesforce Force.com platform.
• Oversaw backlog management and sprint planning, ensuring clear documentation of client requirements and seamless coordination across delivery teams.
• Provide user training, conduct UAT, prepare functional/technical spec, create user manual.
• Worldwide client implementations.
• Migrate the data from legacy systems to CRM

IT Manager - Mind Stretcher Education Group Pte Ltd - Singapore

(2016-07 - 2017-10)

In charge of in-house Salesforce CRM enhancements and bug fixing of the existing Salesforce CRM, as well as reports and dashboard creation and integrations with other cloud platforms for one of the reputed tuition agencies in Singapore. Controlled data load and user support.

• Researched and recommended AppExchange products for other functionalities such as Marketing and Campaign Management.
• Create Class code and upload and generate reports and dashboards for management to view centre wise performance including the performance of the tutors.
• Develop the site for selling textbooks online and through the centres

CRM Project Manager - TechMatrix Consulting - Singapore

(2013-07 - 2016-06)

Engaged in monitoring pre-sales process, creating demo org, requirement gathering, and implementation and configuration with the help of an offshore team, as CRM Project Manager for TechMatrix Consulting, one of the Platinum Partners of Salesforce in Singapore.

• Work with clients to Defining project scope, managing resources, coordinating teams, and communicating with stakeholders for end-to-end implementations.
• Evaluated existing system with the customers and gathered feedback from users, worked with users to advice on new products for user adoption.
• As part of the various implementations, worked with the Data load team to perform the data mapping and ETL of the legacy data to CRM, using Excel and data loader as part of the data migration process.
• Commodity Trading: Implemented global agri-commodity trading CRM to track the shipments collection and delivery, vessel details, sales team opportunities and reports, dashboards, Integration with SAP for tracking financial information
• Insurance: Manage the policies of the clients, renewal notifications, online transaction of the renewal, manage communications/cases with the clients. Client dashboards to show their subscriptions policy details
• Hotels: Customer management, booking, reminders, campaigns etc
• Wellness: Manage subscriptions, renewals, session bookings and campaigns. Book appointments and enable online purchases of products and services.
• Manufacturing: Sales and Service cloud implementation to track Lead/Opportunity/Sales management with reports and dashboard for various level of users, Partner portal for the various vendors who is working at various locations to install Solar panels.
• Hospitals: Manage the tracking of international patients who are coming to Singapore for various treatments from multiple countries as referred by the doctor from other countries, schedule flights/accommodation for the patients and people accompanying.
• Non-Profit: Implemented the CRM for managing volunteers registration for helping the organization to deliver the collected packed food to various centres

Lead Consultant - ISID Singapore - Singapore

(2011-02 - 2013-07)

Provided specialized consultancy service to recruitment firms in implementing custom solutions and AppExchange products for managing their recruitment process. Supported existing customers and organized user training.

• Delivered Salesforce implementation projects, including overall project scoping, planning, and documentation for Recruitment agency to manage the candidate profile, communication and the partner/client management to manage their available jobs.

Project Manager - Interaktiv Technologies

(2009-05 - 2010-12)

Responsibilities include Pre-sales process, creating demo org, Project Management, Requirement gathering, implementation