SUMIT KUMAR GIRI
Consultant
Ambala City
Summary
Functional Consultant with hands-on experience in Salesforce CRM and Dealership Management System (DMS) implementations. Skilled in requirement gathering, client interaction, testing, and support management. Proven track record of handling implementation projects in automotive, paper manufacturing, and consumer electronics. Strong foundation in auditing, administration, and data analysis with expertise in digital transformation.
Overview
2
2
years of professional experience
5
5
Certifications
Work History
Audit Assistant
Chartered Accountant Firm
- Conducted audits for pharma companies (e.g., CIPLA, Torrent).
- Inspected manufacturing compliance with industry standards.
- Performed ledger reconciliation, compliance checks, and detailed reporting.
- Duration: 6 months
Administrative Clerk
Vijay Trading Co.
- Managed bookkeeping, ledger maintenance, and expense tracking.
- Assisted in account reconciliation and month-end closing.
- Duration: 4 months
Functional Consultant
Dealermatix Technologies Pvt. Ltd.
08.2025 - Current
- Delivered Salesforce CRM and DMS-based solutions for multiple clients.
- Conducted requirement gathering, functional testing, and user training.
- Handled client calls, product demonstrations, and support tickets with high resolution rate.
- Performed pre-testing and sanity testing before production rollouts.
- Key Projects: Kinetic Green (Automotive DMS implementation), JK Paper (process optimization), Boat Implementation (consumer electronics automation).
Intern, Functional Consultant Trainee
Dealermatix Technologies Pvt. Ltd.
01.2025 - 07.2023
- Assisted in Salesforce and DMS project testing and validation.
- Prepared documentation and supported requirement mapping.
- Worked with senior consultants on functional testing and client demos.
Intern – Finance and Operations
Sita Ram & Sons
06.2023 - 07.2023
- Conducted process audits to enhance operational efficiency.
- Supported preparation of financial statements, budgeting, and forecasting.
- Collaborated with operations team to improve inventory management processes.
Education
MBA - Operations & Finance
Chandigarh Group of College, Jhanjheri
Mohali, Jhanjheri 2025
Bachelor’s Degree - Economics And Political Science
Kurukshetra University, Kurukshetra
Kurukshetra 2022
Diploma - Computer Applications
Hartron Skill Centre, Ambala
Ambala, Haryana 2021
Skills
Salesforce CRM
Certification
Diploma in Computer Applications
Timeline
Functional Consultant
Dealermatix Technologies Pvt. Ltd.
08.2025 - Current
Intern, Functional Consultant Trainee
Dealermatix Technologies Pvt. Ltd.
01.2025 - 07.2023
Intern – Finance and Operations
Sita Ram & Sons
06.2023 - 07.2023
Audit Assistant
Chartered Accountant Firm
Administrative Clerk
Vijay Trading Co.
MBA - Operations & Finance
Chandigarh Group of College, Jhanjheri
Bachelor’s Degree - Economics And Political Science
Kurukshetra University, Kurukshetra
Diploma - Computer Applications
Hartron Skill Centre, Ambala