Mohana R.
Driving AI Innovation, Product & GTM Strategy for Enterprise B2B & B2C SaaS | Strategic Leader in Financial Services Solutions ,Salesforce
An accomplished, highly driven senior leader with 25 years’ experience shaping product and go-to-market (GTM) strategy for fintech, banking and enterprise SaaS across EMEA, UKI, AMER and ASEAN, using credible, outcome-led leadership that scales platforms, accelerates adoption and…
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delivers sustained revenue growth. Deep experience in highly regulated data environments: core banking, payments, lending and digital platforms where privacy, security, compliance and auditability are first-order product requirements.Innovative and decisive, with proven expertise in -->product strategy, lifecycle ownership and AI-enabled, cloud-first transformation, -->building the BEYOND CRM business under FINS portfolio to $30+MM in 2 years since launch ; -->a strategic leader of complex €MM–€500M programmes, translating customer insight and regulatory depth into differentiated industry solutions and market advantage.Inspiring high-performing global teams of 20-120 across product, engineering and consulting, a collaborative, empathetic and inclusive leader, and trusted C-suite partner with a reputation for resilience, transparency, and a passion for responsible AI, talent development and customer value creation at scale.
GTM Index
- SALESFORCEJOB
- Senior Dir, Global Product…8M
Senior Director, Global Product & GTM Strategy for Banking & Lending
Salesforce
- Dir, Banking - Product Mgm…4Y 6M
Director, Banking - Product Mgmt, Industry Solutions & GTM Strategy at Salesforce
Salesforce
Global business leader responsible for the strategic planning, GTM & engineering delivery of B2B and B2C solutions for the Financial Services sector in the EMEA & UKI regions. In my role as Industry strategy & Product mgmt director for Financial Services at Salesforce I sit at the epicenter of strategy, working in collaboration with product, engineering, marketing, distribution, and customer success teams to define the future vision, strategy and align on voice of the client needs, product priorities, key partnerships, and GTM planning for the UKI & EMEA regions. Growing the portfolio of strategic partnerships, and core integrations is one of the key drivers for clients and Salesforce succe…
- EYJOB
- Senior Dir, Technology Con…2Y 1M
Senior Director, Technology Consulting in Financial Services
EY
- CAPGEMINIJOB
- Dir -Banking and Diversifi…2Y 4M
Director -Banking and Diversified Financials Practice
Capgemini
Program Management, Solution Delivery, building competency in Banking practice in UKI
- Senior Mgr - Banking and D…11M
Senior Manager - Banking and Diversified Financials Practice
Capgemini
Program Delivery & Strategy Consulting,Strategy Consulting - Core Banking Solutions , Digital Banking strategy, Channel banking applications Senior Solution Architect for Banks and financial institutions across Americas, Europe and emerging markets.
- Mgr - Banking and Diversif…1Y 11M
Manager - Banking and Diversified Financials Practice
Capgemini
Program Delivery & Strategy Consulting - Core Banking Solutions , Digital Banking strategy, Channel banking applications Senior Solution Architect for Banks and financial institutions across Americas, Europe and emerging markets.
- ORACLEJOB
- Senior Mgr - Product Manag…1Y 1M
Senior Manager - Product Management & Strategy
Oracle
Managing the entire product line life cycle from strategic planning to tactical activities for Oracle Financial Services Lending & Leasing product. Specifying market requirements for current and future releases by conducting market research supported by on-going visits to customers and non-customers. Driving a solution set across development teams (primarily Development/Engineering, and Marketing Communications) through market requirements, product contract, and positioning. Developing and implementing a company-wide go-to-market plan, working with all departments to execute. Analyzing potential partner relationships for the product.
- Mgr (EMEA) -Lending Produc…4Y 1M
Manager (EMEA) -Lending Products group
Oracle
Solution Consulting Solution Architect:responding and reviewing RFI/ RFP, Product demonstration to prospects and bid submission. Provide primarily pre-sales and post-sales support for the development and implementation of customized applications, products, such as FLEXCUBE® lending and leasing, Assists sales staff in assessing potential application of company products to meet customer needs and preparing detailed product specifications. Facilitate efficient working of sales process by working closely with delivery on RFPs, Resourcing issues and management of sales pipeline. Conduct detailed Product walk through workshops with the Business users of the Bank/ financial institutions. Pre…
- SUNTEC BUSINESS SOLUTIONSJOB
- Consultant - BFSI Presales11M
Consultant - BFSI Presales
SunTec Business Solutions
- INFOSYSJOB
- Lead Consultant - Finacle2Y 3M
Lead Consultant - Finacle
Infosys
Experience in Program delivery, solution consulting and implementation - Planning, Solution architecting, Product demonstration to prospects and bid submission. Participated in market study, analysis of Regulatory and banking products in the Americas market. Understand the Assets and Liabilities products, operations in the Americas region. Document and conceptualize Localization Country packs for these regions. Provide primarily pre-sales and potentially some post-sales technical marketing support for the development and implementation of customized applications, products, such as Finacle Universal Banking solution Technical presentations regarding all aspects of company products an…
- SYMPHONY SERVICESJOB
- Senior Consultant4M
Senior Consultant
Symphony Services
Analytics center of excellence - ACoE - marketing analytics - identifying potential clients via modeling for segmentation &; augmenting sales of additional products through the use of SAS, banking Data Warehouses.
- GE CAPITALJOB
- Business analyst2Y 2M
Business analyst
GE Capital
GE Consumer Finance Played a key role in identifying business opportunities to cross-sell financial products like Credit Cards, Insurance, Personal Loan, Auto Finance etc. through profiling potential clients using SAS and Financial Data Warehouses. The same resulted in GE Credit Card sales contributing to 30% of Retailer’s annual sales. Introduced process improvements in the Direct Marketing Campaign execution process ensuring faster and accurate turnaround time. This enhanced client delight as their marketing programs were out in the market much faster than the competitors. Identified & suggested programs like AFF, Hit and Run, Birthday Mailers, Trigger Opportunities. The same led…
- KCC - KHODAY CONTACT CENTERJOB
- Technical support specialist5M
Technical support specialist
KCC - khoday contact center
- Job: Salesforce — Senior Director, Global Product & GTM Strategy for Banking & Lending · 2026-02 – present · 6 mo
- Job: Salesforce — Director, Banking - Product Mgmt, Industry Solutions & GTM Strategy at Salesforce · 2021-08 – 2026-02 · 4y 6mo — Global business leader responsible for the strategic planning, GTM & engineering delivery of B2B and B2C solutions for the Financial Services sector in the EMEA & UKI regions. In my role as Industry strategy & Product mgmt director for Financial Services at Salesforce I sit at the epicenter of strategy, working in collaboration with product, engineering, marketing, distribution, and customer success teams to define the future vision, strategy and align on voice of the client needs, product priorities, key partnerships, and GTM planning for the UKI & EMEA regions. Growing the portfolio of strategic partnerships, and core integrations is one of the key drivers for clients and Salesforce succe…
- Job: EY — Senior Director, Technology Consulting in Financial Services · 2019-06 – 2021-07 · 2y 1mo
- Job: Capgemini — Director -Banking and Diversified Financials Practice · 2017-01 – 2019-05 · 2y 4mo — Program Management, Solution Delivery, building competency in Banking practice in UKI
- Job: Capgemini — Senior Manager - Banking and Diversified Financials Practice · 2016-01 – 2016-12 · 11 mo — Program Delivery & Strategy Consulting,Strategy Consulting - Core Banking Solutions , Digital Banking strategy, Channel banking applications Senior Solution Architect for Banks and financial institutions across Americas, Europe and emerging markets.
- Job: Capgemini — Manager - Banking and Diversified Financials Practice · 2014-01 – 2015-12 · 1y 11mo — Program Delivery & Strategy Consulting - Core Banking Solutions , Digital Banking strategy, Channel banking applications Senior Solution Architect for Banks and financial institutions across Americas, Europe and emerging markets.
- Job: Oracle — Senior Manager - Product Management & Strategy · 2012-11 – 2013-12 · 1y 1mo — Managing the entire product line life cycle from strategic planning to tactical activities for Oracle Financial Services Lending & Leasing product. Specifying market requirements for current and future releases by conducting market research supported by on-going visits to customers and non-customers. Driving a solution set across development teams (primarily Development/Engineering, and Marketing Communications) through market requirements, product contract, and positioning. Developing and implementing a company-wide go-to-market plan, working with all departments to execute. Analyzing potential partner relationships for the product.
- Job: SunTec Business Solutions — Consultant - BFSI Presales · 2011-12 – 2012-11 · 11 mo
- Job: Infosys — Lead Consultant - Finacle · 2009-08 – 2011-11 · 2y 3mo — Experience in Program delivery, solution consulting and implementation - Planning, Solution architecting, Product demonstration to prospects and bid submission. Participated in market study, analysis of Regulatory and banking products in the Americas market. Understand the Assets and Liabilities products, operations in the Americas region. Document and conceptualize Localization Country packs for these regions. Provide primarily pre-sales and potentially some post-sales technical marketing support for the development and implementation of customized applications, products, such as Finacle Universal Banking solution Technical presentations regarding all aspects of company products an…
- Job: Oracle — Manager (EMEA) -Lending Products group · 2005-07 – 2009-08 · 4y 1mo — Solution Consulting Solution Architect:responding and reviewing RFI/ RFP, Product demonstration to prospects and bid submission. Provide primarily pre-sales and post-sales support for the development and implementation of customized applications, products, such as FLEXCUBE® lending and leasing, Assists sales staff in assessing potential application of company products to meet customer needs and preparing detailed product specifications. Facilitate efficient working of sales process by working closely with delivery on RFPs, Resourcing issues and management of sales pipeline. Conduct detailed Product walk through workshops with the Business users of the Bank/ financial institutions. Pre…
- Job: Symphony Services — Senior Consultant · 2005-03 – 2005-07 · 4 mo — Analytics center of excellence - ACoE - marketing analytics - identifying potential clients via modeling for segmentation &; augmenting sales of additional products through the use of SAS, banking Data Warehouses.
- Job: GE Capital — Business analyst · 2003-01 – 2005-03 · 2y 2mo — GE Consumer Finance Played a key role in identifying business opportunities to cross-sell financial products like Credit Cards, Insurance, Personal Loan, Auto Finance etc. through profiling potential clients using SAS and Financial Data Warehouses. The same resulted in GE Credit Card sales contributing to 30% of Retailer’s annual sales. Introduced process improvements in the Direct Marketing Campaign execution process ensuring faster and accurate turnaround time. This enhanced client delight as their marketing programs were out in the market much faster than the competitors. Identified & suggested programs like AFF, Hit and Run, Birthday Mailers, Trigger Opportunities. The same led…
- Job: KCC - khoday contact center — Technical support specialist · 2002-08 – 2003-01 · 5 mo
- School: Dr.A.I.T, Bangalore — B.E, Electrical and Electronics
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