Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

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
SUMIT KUMAR GIRIConsultant