Kaustubh Shahakar
Senior Consultant - Contractual @FEXLE Services Private Limited
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WORK HISTORY
Senior Consultant - Contractual @FEXLE Services Private Limited
IN
I lead functional delivery for Salesforce-driven lending and quoting programs, combining LOS thinking with hands-on Salesforce configuration and integration design.Led discovery workshops and mapped Loan Origination → Underwriting → Servicing flows; delivered FRDs, As-Is/To-Be diagrams and 15+ Jira stories per sprint.Built Salesforce solution artifacts: object model, page layouts, Flows, validation rules and approval processes to enforce credit controls and SLA gating.Defined REST API contracts and data mappings for 5+ integrations (ERP, billing, credit checks); documented error-handling and reconciliation flows for developers.Owned SIT/UAT: designed test cases, coordinated 50+ business testers, managed defect triage and achieved 98% first-release adoption.
EDUCATION
University of Mumbai
Bachelor of Engineering, Computer Science
ABOUT KAUSTUBH SHAHAKAR
I’m a Business Systems Analyst with 8+ years delivering lending, risk & compliance and Salesforce-led transformations across NBFCs and financial services. I sit at the intersection of business design, regulatory controls and platform delivery — translating risk and credit policy into robust LOS workflows and hands-on Salesforce solutions that scale.What I do:Lead discovery & business-design workshops with Credit, Risk, Compliance, Operations and Sales to map policy into loan origination, underwriting and servicing processes.Convert requirements into functional specs, BRDs/FRDs, user stories (Jira), process flows (As-Is/To-Be) and acceptance criteria, then drive delivery with dev, QA and architects.Implement and govern Salesforce solutions (Sales Cloud, Service Cloud, Financial Services Cloud, Salesforce CPQ) — declarative config (Flows, validation rules, approval processes), data models, and integration contracts (REST/SOAP).Own testing & adoption: SIT/UAT strategy, test-case design, defect triage, training and rollout — focusing on control points, auditability and SLA enforcement.Impact highlights:Led CPQ & quoting/renewal standardization reducing quote/decision cycle by ~35% and improving pricing/decision accuracy ~25%.Drove LOS/underwriting digitization and UAT for enterprise rollouts (200+ users), reducing manual exceptions by ~40%.Bridged risk and tech teams to codify credit policy into system rules and approval matrices, improving control traceability and audit readiness.Credentials: Salesforce Certified Business Analyst | Certified ScrumMaster | Experienced in Jira, Confluence, Azure DevOps, Draw.io. Open to remote/Europe engagements — focused on lending, risk & compliance, and LOS modernization.I’ve worked in environments where I had to lead client conversations, drive workshops, and own the entire SDLC — often while managing 5-6 week release cycles across multiple teams. Vision: I\'m now shaping a path that lets me work to create meaningful digital solutions that outlive buzzwords. I believe in working smart, not just hard — and in making tech human.Outside of work, I am passionate about travel, hiking, culture, volunteering and mindfulness. Let’s connect if you:Need a Salesforce-savvy BA or PM who can think like a Product OwnerOr just want to talk about digital transformation and how it can bring your organization lasting success.
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