Ram Mohan

• Serve as Salesforce Technical Lead for B2B and B2C Wealth Management CRM platform, supporting Morgan Stanley and E*TRADE Financial clients across enterprise-scale operations
• Led end-to-end Salesforce integration projects including Org migration, Lightning Web Components (LWC) upgrade, and MuleSoft API integrations to expose Salesforce data to external enterprise applications
• Spearheaded Process Builder to Flow migration using Salesforce Copilot, modernizing automation and reducing technical debt across the Salesforce org
• Implemented and manage Flosum DevOps deployment tool, improving release velocity and reducing deployment errors by 40%
• Configured OwnBackup backup and recovery solutions ensuring data protection, compliance, and automated recovery processes across Salesforce environments
• Provided technical leadership for CRM program delivery, Salesforce.com release management, escalation resolution, and enterprise risk mitigation
• Collaborated with cross-functional teams to design scalable Salesforce solutions aligned with Financial Services Cloud (FSC) best practices

• Developed bi-directional RESTful integrations between Salesforce and ConnectWise CRM to automate service case creation and synchronize technician dispatch operations
• Built Apex Batch Classes and Schedulers to synchronize Customer and Contact data from external enterprise systems into Salesforce, ensuring consistent records across platforms
• Implemented logistics billing integration between Salesforce and NetSuite ERP using Celigo integrator.io, enabling automatic sales order generation based on field service activities
• Developed REST integrations with FedEx and DHL shipping providers to generate shipping labels directly from Salesforce for parts logistics and customer deliveries
• Implemented Informatica Cloud integrations for Salesforce-to-Salesforce data exchange and automated data extraction/import using flat files
• Leveraged AWS services including Amazon Redshift to support large-scale data processing and operational analytics reporting

• Customized Salesforce Sales Cloud platform to support Verizon FiOS sales lifecycle including lead intake, account management, opportunity tracking, and broadband order processing across 5M+ customers
• Developed Apex triggers to handle complex business logic including vendor assignments, account reassignments, sharing recalculations, and roll-up summaries from Order Touches to Broadband Tracking parent objects
• Implemented Territory Management, Partner Communities, and Force.com Sites to support both internal sales teams and external channel partners
• Built integrations to import and process marketing leads from Database Marketing team (Consumer Door-to-Door and Business segments)
• Developed synchronization of partner accounts and partner users from the Coffee2Go Partner Provisioning system
• Supported application deployments using Change Sets and Force.com Migration Tool, while providing admin and end-user support for smooth adoption

• Served as Salesforce Developer/Admin on a strategic re-platforming project migrating Capital One's Credit Review System (CRS) onto Salesforce as the official System of Record (SOR)
• Designed and implemented a task-driven workflow system automating the end-to-end credit review lifecycle, supporting CRCS, CRC, and RCR review groups
• Built automated workflows, approval processes, and Apex triggers to eliminate manual spreadsheet-driven processes and improve compliance tracking and audit readiness
• Developed custom Salesforce solutions for issue tracking, credit documentation management, and approval workflows, improving transparency across the Credit Review department
• Collaborated with business stakeholders to translate complex compliance and regulatory requirements into scalable Salesforce solutions
• Implemented reporting dashboards and analytics to provide real-time visibility into credit review status and risk metrics