ATHUL SREYAS JACOB
Functional Consulant
Kannur
Summary
Experienced functional consultant with a strong Salesforce consulting background. Skilled in executing end-to-end Salesforce implementations, optimizing CRM functionalities, and boosting client satisfaction levels. Known for leveraging problem-solving abilities and strategic thinking to deliver innovative solutions, while successfully leading cross-functional teams through project delivery.
Overview
9
9
years of professional experience
3
3
Certifications
Work History
CONSULTANT (Salesforce)
DELOITTE USI
06.2022 - Current
- Partnered with onshore Business Analysts to gather and refine client requirements during Discovery and Refinement sessions.
- Acted as a liaison between business stakeholders and technical teams to ensure requirement alignment and solution effectiveness.
- Facilitated Joint Application Development sessions to align Salesforce functionalities with evolving business needs.
- Authored detailed user stories and managed backlog prioritization in Agile environments to streamline development efforts.
- Supported roadmap development, project planning, and facilitated Agile ceremonies, including sprint planning, estimation, reviews, user training, and demos.
- Delivered comprehensive Salesforce solutions across Sales Cloud and Experience Cloud by identifying user pain points and implementing native capabilities.
- Created business requirement documents, test plans, and process flows to support project delivery and compliance.
- Coordinated UAT activities, created test scenarios, and facilitated defect triaging to ensure stakeholder satisfaction and project success.
- Conducted End to End and data validation testing using SOQL across multiple member firms, improving testing precision and data coverage.
- Built interactive dashboards and reports to track defects, test execution, and ticket resolution; presented regular status updates to leadership to support decision making.
Product Management Intern
Computer Age Management Services(CAMS)
05.2021 - 07.2021
- Created detailed process flows and Standard Operating Procedures for NPS, ensuring regulatory alignment and operational clarity.
- Analyzed Product Requirement Documents and designed wireframes for MFR processes to support user-centric product development.
- Authored comprehensive test cases based on MFR documentation to validate business logic and support quality assurance.
ADVANCED ASSOCIATE (Excel, SQL, Alteryx)
EY GDS
08.2017 - 08.2019
- Executed end-to-end data loading, cleansing, transformation, and visualization of financial datasets using tools such as Advanced Excel, MS SQL Server Management Studio, Alteryx, Monarch, and Tableau—tool selection based on data volume and complexity.
- Delivered quality Data Analytics solutions to the Audit team, meeting client expectations and delivery deadlines complying with EY Global audit methodology, being part of the Assurance service line.
- Interpreted and analyzed financial datasets with over 10 million journal entries, enabling strategic insights and supporting audit assurance activities.
Michael & Michael Pvt. Ltd
01.2017 - 07.2017
- Involved in offering end-to-end client experience that includes seamless communication, budgeting, staffing, on-site organization.
- Recognized for the project with Kerala Water Authority.
Education
MBA - Operations & Analytics
Indian Institute of Technology
Madras03.2022
Bachelor of Technology - Mechanical Engineering
College of Engineering
Trivandrum07.2016
XII - SCIENCE
St.Antony's Public School
Kanjirapally05.2012
X -
Marygiri English Medium School
Sreekandapuram05.2010
Skills
- Alteryx
- SQL
- Tableau
- Azure DevOps,Jira
- Excel
- Agile methodology
- Business Analysis
- Requirement Gathering
- QA Testing
- Salesforce
Certification
Salesforce Certified Administrator
Achievements And Extracurricular
- Awarded ‘Extra Miler Award’ for delivery of exceptional client service in the Assurance Service line at EY and as a recognition for exceeding client expectations.
- Awarded Applause and Spot Awards at Deloitte as a recognition for meeting the project expectations.
Timeline
CONSULTANT (Salesforce)
DELOITTE USI
06.2022 - Current
Product Management Intern
Computer Age Management Services(CAMS)
05.2021 - 07.2021
ADVANCED ASSOCIATE (Excel, SQL, Alteryx)
EY GDS
08.2017 - 08.2019
Michael & Michael Pvt. Ltd
01.2017 - 07.2017
MBA - Operations & Analytics
Indian Institute of Technology
Bachelor of Technology - Mechanical Engineering
College of Engineering
XII - SCIENCE
St.Antony's Public School
X -
Marygiri English Medium School
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