Jacob Baum

About Jacob Baum

I bring nearly a decade of experience in performance enhancement and product sales through product knowledge, training, and development and client relationships. My work focuses on building trusting relationships with national and strategic accounts, implementing seamless policies, and leveraging product portfolios to drive revenue growth. By tracking and analyzing performance, I enable clients to achieve measurable improvements in operational efficiency and sales outcomes. Known for fostering strong partnerships, I specialize in aligning clients goals with tailored solutions. My mission is to empower clients and their employees by providing the tools, insights, and support they need to succeed in a competitive market. With a commitment to integrity and a results-driven approach, I help organizations maximize value while maintaining compliance and operational excellence.

Experience

1. Director, National Accounts

   iA Financial Group (Industrial Alliance)

   Sep 2025 — Present · Austin, TX, US

   Oversee and strengthen all national account relationships, ensuring retention, growth, and long-term partnership success.•Provide strategic leadership to the National Account Install Team, driving exceptional service delivery and client satisfaction.•Achieve annual sales and revenue goals by expanding existing relationships and securing new national account partnerships.•Build strong cross-functional relationships with Risk, Sales Operations, Finance, and Client Services to ensure alignment and execution.•Establish structured communication cadences with key accounts, ensuring transparency and trust.•Respond with agility and urgency to client needs, resolving escalations effectively.•Approve and oversee SOPs for managing national accounts, ensuring operational consistency.•Identify, pursue, and convert new business opportunities to fuel long-term growth.•Deliver performance updates, opportunity reviews, and risk assessments to senior leadership.•Monitor KPIs to measure success and align results with strategic objectives.•Proactively identify risks and implement mitigation strategies to protect business interests.•Lead and develop high-performing sales teams, fostering a culture of accountability, collaboration, and results.

Education

• De Anza College

  N/A, Electronic Music

  2010 — 2014

• The State Bar of California Law-Office Study Program

  Law

  2018 — 2024

• Foothill Community College

  N/A, Music Business/Audio Engineering

  2010 — 2014

Skills

• Reynolds
• Advent Crm
• Sales Operations
• Customer Retention
• Subaru
• Customer Service
• Loyalty
• Warranty
• Automotive Aftermarket
• Strategic Planning
• Adp Payroll
• Automobile
• Training
• Customer Satisfaction
• New Business Development
• Driving Production
• Training & Development
• Music Production
• Business Relationship Management
• Data Entry
• Adp
• Negotiation
• Vehicles
• Sales Management
• Dealer Management
• Leadership
• Automotive
• Reynolds&Reynolds Blue Screen
• Profit
• Dealers
• Account Management
• Motivator
• Advent Blue Screen
• Vinsolutions
• Marketing
• Sales Meeting
• Sales
• Acura
• Audio Engineering
• Business Partner Relations