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Jeremy Schlarb Email & Phone Number
Sales Manager
at
Matic Digital
1 work email found
@woodridgesoftware.com
4 phones found area 510
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Sales Manager
Location
San Jose, California, United States
Company size
Who is Jeremy Schlarb? Overview
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Quick answer
Jeremy Schlarb is listed as Sales Manager at Matic Digital, a company with 11 employees, based in San Jose, California, United States. AeroLeads shows a work email signal at woodridgesoftware.com, phone signal with area code 510, and a matched LinkedIn profile for Jeremy Schlarb.
Jeremy Schlarb previously worked as Sales Executive at Accutive: Fintech + Security and Account Manager at Woodridge Software. Jeremy Schlarb holds Certificate, Ai Applications For Growth from Kellogg Executive Education.
Company email context
Email format at Matic Digital
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{first}@woodridgesoftware.com
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AeroLeads found 1 current-domain work email signal for Jeremy Schlarb. Compare company email patterns before reaching out.
Profile bio
About Jeremy Schlarb
Highly motivated strategic relationship professional with strong cross functional team leadership experience. Subject Matter Expert in Financial Services and FinTech. Successful track record of forming innovative channel sales partnerships, building profitable client relationships, driving best-of-breed industry analyst awards. Excellent relationship management, presentation, sales and public relations skills.
Listed skills include Financial Planning, Problem Solving, Integration, Administration, and 31 others.
Current workplace
Jeremy Schlarb's current company
Company context helps verify the profile and gives searchers a useful next step.
Matic Digital
15 roles
Jeremy Schlarb work experience
A career timeline built from the work history available for this profile.
Sales Executive
Current
Aug 2024 - Present
Account Manager
- Top Sales Exec for 2020, 2021, 2022 and 2023
- Exceeded quota each year including 250% in 2023
- Managed portfolio of up to 20 clients and partners
- Established key industry partnerships
May 2020 - Sep 2024
Global Alliances Manager
- Following the successful acquisition of Avoka by Temenos
- Top 2018 direct Sales (North America)
- Top 2018 Partner Sales Manager (Global)
- Strategic Alliances Manager for North America for Journey Manager Product
- Primary partner contact for global consulting firms
- Coordinate with Fortune 100 technology partners
Jan 2019 - May 2020
Sr Strategic Alliances Manager
- Strategic Alliances Manager for North America
- Top 2018 direct Sales (North America) and Partner Sales Manager (Global)
Dec 2016 - Dec 2018
Strategic Alliances Manager
- Primary Channel Sales Manager for Wealth Management solution providers
- Identify key partners to drive wealth management channel growth
- Manage ISV Partnership
Jan 2016 - Dec 2016
Channel Sales Manager - Wealth Management
- Primary Channel Sales Manager for Wealth Management solution providers
- Manage ISV Partnership with Salesforce.com
- Identify key partners to drive wealth management channel growth
Jul 2014 - Dec 2015
Director Of Strategic Partner Relations
- Initiated, developed, certified and managed relationships for multi-product group with companies such as SalesForce.com, TD Ameritrade and the Financial Planning Association to expand product capabilities and increase.
- Turned around stagnated SalesForce.com relationship in 30 days
- Managed relationships with Industry research firms such as CEB Tower Group, Aite, Forrester and Celent resulting in best-of-breed awards
- Managed relationships with electronic and print media to help drive go-to-market strategies and increase awareness of product capabilities
- Initiated and developed industry relationships with organizations such as the Financial Planning Association to improve awareness and increase sales
- Successfully trained all sales representatives and sales managers on product capabilities and competition
Dec 2013 - Mar 2014
Director, Financial Advice Management
- Directed product strategy including Go-to-Market, client expectations and near term sales team requirements
- Coordinated with Sales, Marketing, Product Development and Technology teams
- Built relationships with and coordinated client initiatives
Aug 2012 - Mar 2013
Pre-Sales Engineer
- Acquired AdviceAmerica (June 2010)
- Led sales support team for Financial Advice Solutions, formerly AdviceAmerica resulting in 100% ontime RFP response record, new name sales, cross sale revenue increases and 3 employee of the month awards
- Coordinated industry research analyst responses resulting in multiple "Best of Breed" awards
- Liaisoned with cross functional divisional Strategy, Marketing and Product teams to improve awareness and coordinate enhancement roadmaps
Jun 2010 - Aug 2012
Director; Marketing, Client Relations And Business Development
- Financial Planning Software SaaS Start-upDirector; Marketing, Client Relations and Business Development 2004 – 2010
- Executive Management Team Member
- Partner Relationship Manager to Microsoft, FIS (#1 FinTech 100) and Albridge Solutions
- Teamed up with institutional sales group members to close national and channel accounts including USAA, Thrivent Financial, Harris Bank, Lincoln Financial Group, and Stern Agee
- Represented company on weekly status calls with corporate clients
- As project manager, implemented financial planning software solution for Harris Bank 30 days ahead of schedule and under client’s budget.
Jul 2004 - Jun 2010
Group Manager
- Corporate Services Manager, servicing 980,000 clients
- Created and developed Foreign Exchange business with annualized revenue of over $900,000 in the first year
- Member Branch Management Team
- Oversaw trading team responsible for executions of orders regularly over 100,000 shares
- Primary problem resolution contact for Stock Administration Managers of Fortune 100 companies, including Viacom, Compaq, and Home Depot
- Principal coordinator of leads, operations, and error control for Financial Consultants throughout the country
Jul 2000 - Jul 2003
Vice President & Regional Manager, Series 6 Program
- Banc America Investment Services, Inc.
- Managed an 8 district region with 150 registered representatives
- Northern California Sales Manager for the MRA product
- Organized all training and licensing in Northern California region
- Performed compliance audits for all region branches
Sep 1997 - Sep 2000
Account Manager
Jul 1996 - Sep 1997
Apr 1989 - Jun 1996
3 education records
Jeremy Schlarb education
Certificate, Ai Applications For Growth
B.S., Business Administration - Finance Option
Education record
Sequoia High School
FAQ
Frequently asked questions about Jeremy Schlarb
Quick answers generated from the profile data available on this page.
What company does Jeremy Schlarb work for?
Jeremy Schlarb works for Matic Digital.
What is Jeremy Schlarb's role at Matic Digital?
Jeremy Schlarb is listed as Sales Manager at Matic Digital.
What is Jeremy Schlarb's email address?
AeroLeads has found 1 work email signal at @woodridgesoftware.com for Jeremy Schlarb at Matic Digital.
What is Jeremy Schlarb's phone number?
AeroLeads has found 4 phone signal(s) with area code 510 for Jeremy Schlarb at Matic Digital.
Where is Jeremy Schlarb based?
Jeremy Schlarb is based in San Jose, California, United States while working with Matic Digital.
What companies has Jeremy Schlarb worked for?
Jeremy Schlarb has worked for Matic Digital, Accutive: Fintech + Security, Woodridge Software, Temenos Group Ag, and Avoka.
How can I contact Jeremy Schlarb?
You can use AeroLeads to view verified contact signals for Jeremy Schlarb at Matic Digital, including work email, phone, and LinkedIn data when available.
What schools did Jeremy Schlarb attend?
Jeremy Schlarb holds Certificate, Ai Applications For Growth from Kellogg Executive Education.
What skills is Jeremy Schlarb known for?
Jeremy Schlarb is listed with skills including Financial Planning, Problem Solving, Integration, Administration, Investments, Strategic Financial Planning, Product Management, and System Administration.
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