Sales Analyst

**** *** ****** ****, ***.*H Greensboro, NC *****

Michael H. Delson

203-***-**** (cell)

336-***-****(home)

********@*****.***

Highly motivated and results-oriented professional with over ten years’ experience in event coordination, marketing campaigns, and client engagement. Proven ability to manage all aspects of event planning, from pre-show communication to post-event reporting. Skilled in utilizing CRM platforms including Cvent and Salesforce to track leads and manage client relationships.

Experience

Sales Analyst, apexanalytix February 2026- Present

Develop and prepare presentation materials and documentation to support the sales team in client meetings and product demonstrations.

Collaborate with internal teams to organize and present data clearly for sales presentations.

Ensure accuracy and consistency of documents used in sales communications and proposals.

Support sales initiatives by creating structured, visually clear materials that help communicate product value to potential clients.

Track RFP data

Unclaimed Property Analyst, apexanalytix September 2024 – February 2026

Performed detailed searches on MissingMoney.com and other relevant databases to identify unclaimed property held under client and subsidiary names.

Compiled and submitted comprehensive claim packages to state agencies, including supporting documentation to validate client ownership of unclaimed funds.

Prepared and distributed monthly status reports to clients, outlining amounts recovered, pending claims, and outstanding opportunities.

Responded promptly to client inquiries and special requests, providing tailored updates and assistance throughout the claims process.

Conducted jurisdiction-specific research beyond public databases to uncover unclaimed property in local or non-reporting areas.

Support Analyst, apexanalytix April 2024 – September 2024

Researched contact information for suppliers that SRS need to request AR statements.

Salesforce Data Assistant, apexanalytix January 2017 – April 2024

Managed pre- and post-trade show communications for internal sales and marketing teams, ensuring smooth lead generation and follow-up.

Attended virtual trade shows, establishing connections with industry professionals to promote company services.

Coordinated webinar registrants, managing participant lists, and capturing key contact data in Salesforce.

Designed and executed marketing campaigns in Salesforce to track client engagement and measure campaign success.

Maintained and cleansed a database of over 90,000 client contacts within Salesforce, ensuring data accuracy for targeted marketing efforts.

Conducted research and developed business intelligence materials for sales prospects, updating existing data in Salesforce for effective outreach.

Provided support to sales and marketing teams with special projects and initiatives, contributing to overall marketing strategy and execution.

Senior Accountant, RD Consultants, Inc. March 2010 – December 2016

Developed presentations for potential new clients

Performed client research and intelligence to promote customer retention and new growth

Managed client relationships, promoting consistent adherence to accounting best practices

Produced client GAAP financial statements and executed GAAP accounting procedures.

Advised clients’ staff on appropriate bookkeeping procedures, and supervise month-end close

Managed all aspects of client expense reporting and invoicing

Generated aged accounts payable subledgers and reconciled on a weekly basis

Marketing Intern, Inspired Marketing Solutions, Inc. February – May 2013

SEO and website development experience and event marketing

Motivational Speaker, Stamford, CT, Public Schools 2011 - present

Educate middle school students about bullying and the importance of respecting others

Share personal life experiences of success gained through determination and self-confidence

Demonstrate that a disability is not a deterrent to achieving goals

Accounting Administrator, Terrapin Stationers & Printing Company March 2010 - September 2012

Collaborated with CFO to prepare QuickBooks general ledger

Completed cash reconciliation, accounts receivable, and collection assignments on a regular basis.

Education

B.S. in Accounting with a minor in Communications, Guilford College December 2013

Skills

Technical Skills:

Project Management Tool: ClickUp, Trello, and Asana

Email Marketing Platforms: Mailchimp, Constant Contact, Pardot and Hubspot

Social Media Marketing Platforms: LinkedIn Navigator, Facebook Ads Manager and Instagram Marketing

Analytics & Reporting Tools: Google Analytics and Tableau

Graphic Design Software: Canva and Adobe Creative Suite

Event-Specific Skills:

Budget Management: Budgeting for event logistics, vendor costs, marketing & promotion

Venue Sourcing & Management: Negotiating contracts, managing logistics with venue staff

Speaker & Talent Management: Identifying and securing speakers/talent for events

Event Technology: Familiarity with event apps, registration platforms, audio/visual equipment

Risk Management & Contingency Planning: Identifying potential issues and developing solutions

Soft Skills:

Leadership: Managing and motivating teams for successful event execution

Negotiation: Negotiating contracts with vendors and sponsors

Time Management: Juggling multiple tasks and deadlines effectively

Problem-Solving: Adapting to unexpected challenges and changes during events

Contact this candidate