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Dave Sherman Email & Phone Number

Sr. Client Success Manager at LoanPro
Location: Salt Lake City, Utah, United States 9 work roles 1 school
1 work email found @finicity.com 8 phones found area 801 and 970 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 8 phones

Work email d****@finicity.com
Direct phone (801) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Sr. Client Success Manager
Location
Salt Lake City, Utah, United States

Who is Dave Sherman? Overview

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Quick answer

Dave Sherman is listed as Sr. Client Success Manager at LoanPro, based in Salt Lake City, Utah, United States. AeroLeads shows a work email signal at finicity.com, phone signal with area code 801, 970, and a matched LinkedIn profile for Dave Sherman.

Dave Sherman previously worked as Enterprise Partner Manager, Key Accounts at Finicity, A Mastercard Company and Partner Recruitment Team, Manager at Storagecraft Technology Corp.. Dave Sherman holds Bachelor Of Science - Bs from University Of Utah.

Company email context

Email format at LoanPro

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{first}.{last}@finicity.com
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AeroLeads found 1 current-domain work email signal for Dave Sherman. Compare company email patterns before reaching out.

Profile bio

About Dave Sherman

Passionate about needs of Customer and always putting them first. Constantly looking at ways to build relationship by helping them achieve their goals. As a leader this rings true for my team as well. My goal is to help them achieve success whether here at work or in their personal, career goals.Sales and account management leader with a track record for building teams that deliver success with a focus on experience for the customer. Expertise with Partner Management (Channel), from SMB to Enterprise: Integration Partner, Alliance Partners, MSP, VAR, Distribution & DMR platforms.Understand need for constant evolution of company processes and methods in this competitive market. I keep close tabs on what goes on in the space and coach my team to achieve superior results.

Listed skills include Sales, Account Management, Customer Service, Sales Management, and 19 others.

Current workplace

Dave Sherman's current company

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LoanPro
Loanpro
Sr. Client Success Manager
Salt Lake City, UT, US
AeroLeads page
9 roles

Dave Sherman work experience

A career timeline built from the work history available for this profile.

Sr. Client Success Manager

Salt Lake City, Ut, Us

Enterprise Partner Manager, Key Accounts

Salt Lake City, Utah, United States

As a Parntner Manager I act as the daily liaison between Finicity and our key accounts, ensuring their success and complete satisfaction with our products, services, and user experience from implementation and onboarding to long term growth. I develop and maintain strong relationships with our client base helping to maintain satisfaction and grow the existing business. My team and I work with some of the largest financial companies in the world who are actively embracing the digitization of financial data.

Jan 2021 - Oct 2024

Partner Recruitment Team, Manager

Draper, Ut

• Creation of team to focus on Partner Acquisition• Cross collaboration with other teams to successfully determine best practices to hit goals

Apr 2019 - Aug 2020

Channel Partner Team Manager

Draper, Ut

• Lead teams of hard working Sales Reps & Channel Account Managers• Closely work with Partner to create integrations, programs and promotions for success• Cross collaboration with internal team to ensure partners are having best experience • Work closely with the Product Team to train on upcoming launches • Grew Region >20% Y/Y

Jun 2017 - Aug 2020

Team Manager/ Senior Channel Account Manager

Draper, Ut

StorageCraft Technology Corporation is a premier software company focused on helping you backup fast and recover faster. StorageCraft develops innovative disk-based backup, disaster recovery, system migration and data protection solutions for servers, desktops and laptops. StorageCraft delivers software products that reduce downtime, improve security and stability for systems and data and lower the total cost of ownership for systems in your computing environment.• Identified Key Partners to work with• Negotiated prices and contracts with key decision makers• Tracked sales process and managed pipeline in Salesforce• Built strategic relationships with Alliance Partners• Attended tradeshows and other events• Grew territory by 30% Y/Y

Feb 2014 - Jun 2017

Account Executive

Self Employed

Select Bankcard offers payment solutions. As a Sales Agent, it was important for me to place value in my relationships and focus on providing considerate support to my merchants and partners. I worked with all types of merchants to provide them with merchant services and superb customer service.

Mar 2012 - Jun 2015

Sales & Marketing Manager

Essential Care

Salt Lake City Area

Essential Care provides private care for the elderly or disabled. They are committed to providing quality of life to individuals in need. As the Sales & Marketing Manager I worked with doctors, nurses, therapists and social workers as I tried to find individuals that would benefit from our services. I would also work with the families of the individuals as we would put together a care plan for them. Once we were hired to provide care, it was my responsibility to hire and manager the caregiver.

Mar 2012 - Jan 2014

Sales Account Manager / Team Lead

Pioneer Family Brands, Inc

Greater Salt Lake City Area

As an Account Manager relationships were important for a successful partnership. I met with distributors and dealers on a regular basis to take orders, provide training and support that was needed for them to achieve success. I would help our dealers run the promotions that we thought would help their business and then meet with distributions to make sure they were properly managing their own dealers.

Apr 2004 - Mar 2012

Route Account Manager

Freezing Point, Llc

Greater Salt Lake City Area

Met with key decision makers on a regular basis to make sure they were happy with the products and services we were providing. In addition to meeting with existing clients I successfully established new accounts and would maintain those as well.

Jan 2003 - Apr 2004
1 education record

Dave Sherman education

FAQ

Frequently asked questions about Dave Sherman

Quick answers generated from the profile data available on this page.

What company does Dave Sherman work for?

Dave Sherman works for LoanPro.

What is Dave Sherman's role at LoanPro?

Dave Sherman is listed as Sr. Client Success Manager at LoanPro.

What is Dave Sherman's email address?

AeroLeads has found 1 work email signal at @finicity.com for Dave Sherman at LoanPro.

What is Dave Sherman's phone number?

AeroLeads has found 8 phone signal(s) with area code 801, 970 for Dave Sherman at LoanPro.

Where is Dave Sherman based?

Dave Sherman is based in Salt Lake City, Utah, United States while working with LoanPro.

What companies has Dave Sherman worked for?

Dave Sherman has worked for Loanpro, Finicity, A Mastercard Company, Storagecraft Technology Corp., Select Bankcard, and Essential Care.

How can I contact Dave Sherman?

You can use AeroLeads to view verified contact signals for Dave Sherman at LoanPro, including work email, phone, and LinkedIn data when available.

What schools did Dave Sherman attend?

Dave Sherman holds Bachelor Of Science - Bs from University Of Utah.

What skills is Dave Sherman known for?

Dave Sherman is listed with skills including Sales, Account Management, Customer Service, Sales Management, Marketing, Management, Solution Selling, and Business Development.

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