Jon Caswell

Jon Caswell Email and Phone Number

Global Offerings Lead - Salesforce Transformation @ IBM
Jon Caswell's Location
Lake Oswego, Oregon, United States, United States
About Jon Caswell

I am a customer-obsessed executive that helps stakeholders use emerging technologies to gain competitive advantages, and scale them through the lens of Fortune 50 business operations and Big-4 consulting execution. I have worked with organizations of all sizes, from leading startups to legacy industry players, to develop strategic plans, new business models and scaling processes for growth. I blend strong leadership credentials and a broad range of business acumen / operational expertise from roles in strategy, business operations, and technology, managing teams of 50+ FTE. I have successfully led large scale initiatives in the following areas:Business Process Re-engineeringService / Technology TransformationsProduct / Operations StrategyDigital Strategy / Transformation M&A / Growth StrategyI am passionate about building high performing teams with a culture of empowerment, collaboration and innovation. I bring an established track record in defining and building businesses from concept to viability, strong leadership presence and the ability to motivate employees and stakeholders around a shared vision.

Jon Caswell's Current Company Details
IBM

Ibm

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Global Offerings Lead - Salesforce Transformation
Jon Caswell Work Experience Details
  • Ibm
    Global Offerings Lead - Salesforce Transformation
    Ibm Apr 2024 - Present
    Armonk, New York, Ny, Us
    Jon's Responsibilities Include -• Establish a market-leading value proposition by focusing on clients first and the outcomes the offering will deliver to them• Develop offerings that are highly marketable, relevant, differentiated and repeatable for partners to win and deliver above market• Own offering performance (signings, ROI) and lead the global end-to-end execution across IBM and IBM Consulting• Work with elite and premier accounts and actively participate in sales efforts• Lead offering expansion with strategic alliances and ecosystem partners to accelerate client success• Encourage collaboration across IBM and external partner ecosystems to improve ways of working and boost offering success• Support partners and practitioners in the selling of their offering by co-creating and participating in critical client meetings
  • Ibm
    Associate Partner - Global Service Transformation (Salesforce)
    Ibm May 2022 - Apr 2024
    Armonk, New York, Ny, Us
  • Salesforce
    Engagement Director
    Salesforce Aug 2019 - May 2022
    San Francisco, California, Us
    Executive role responsible for the leading Strategy, Sales and successful delivery to a portfolio of clients in the Financial Services (Banking, Lending, Fintech, Wealth / Asset Mgmt). Jon serves as a trusted advisor to client executive teams, advising on approach and methodology, aligning synergies between initiatives, and identifying opportunities for future Customer growth. Jon plays a critical role by prescriptively shaping and then leading the execution of large and transformational projects in collaboration with internal teams such as Sales, Customer Success, and Industry Solutions to address the holistic client needs. Led teams of 30+ across multiple concurrent projects driving over 10M+ in annual revenue.
  • Slalom
    Global Practice Lead - Financial Services Strategy
    Slalom Jan 2017 - Jul 2019
    Seattle, Wa, Us
  • Slalom
    Solution Principal - Financial Services
    Slalom Apr 2015 - Jun 2017
    Seattle, Wa, Us
    Jon is a Solution Principal in the Global Financial Services Practice at Slalom Consulting. Accomplished and driven professional with over 10 years of strategic operations, planning and delivery experience at Fortune 500 companies worldwide. He has lead large-scale strategic business initiatives and technology implementation, including program and project management, business analysis and process design and implementation. He is responsible for operational management of clients covering multiple geographies.Jon has worked across a diverse array of industry-leading companies ranging from Private Wealth Mangers and Investment Banks to Information Technology Services Leaders, Specialty Insurers and Major Utilities operators.
  • Slalom
    Management Consultant
    Slalom May 2013 - Apr 2015
    Seattle, Wa, Us
    Jon is a Consultant with Slalom LLC, with deep experience in business initiatives and technology, including project management, business analysis and custom system design and implementation. Jon has spent over 6 years in Financial Services settings ranging from Private Wealth Management to Retail Banking.
  • Accenture
    Banking / Capital Markets - Management Consultant
    Accenture Feb 2007 - May 2013
    Dublin 2, Ie
    Deep experience in technology and business integration. Strengths in business analysis, process improvement, and program management. Experience in leading operational transformations and infrastructure analysis projects from both functional and technical perspectives.Leading Global Investment Management CompanyStrategy and Business Requirements Lead- Collaborated with program stakeholders to develop vision and future state capability map- Lead strategy assessment to detail current operational strengths and market comparisons- Analyzed current processes to baseline future improvement and transformation effortsMajor US Financial Services CompanyWealth Management Subject Matter Expert- Facilitated workshops with Client leadership to understand, align, and document goals and expectations- Developed and presented roadmap to achieve market leading future state digital capabilities- Built client facing pricing models to understand cost implications of team recommendationsGlobal Investment Banking and Securities FirmSenior Business Analyst- Directed the assessment of online system functionality, usability, social integration, and feature set- Compiled and correlated assessment data and created a final presentation for the Client’s CTOMajor US BankWealth Management ExpertManaged strategy assessment activities to determine impacts to enterprise technology, operational costs, and timelines of a proposed LoB integration. Assessment included business process and structure, technology components, and product mix including bank offerings and client tiering model.Property and Casualty Insurance FirmProgram and Project ManagerImplemented application to facilitate scaling of primary electronic sales. Moderated executive-level, internal, client, and vendor expectations.Major US BankWealth Management ExpertDefined solution scope and approach, identified and prioritized pain points, drove primary research, and presented outcomes to senior client leadership.

Jon Caswell Skills

Business Analysis Program Management Strategy Business Process Improvement Management Consulting Business Process Project Management Management Integration Process Improvement Enterprise Software Consulting Business Development Banking Leadership Strategic Planning Technology Integration Capital Markets Business Process Design Analysis Business Strategy Project Portfolio Management Wealth Management Financial Services Business Transformation It Strategy Business Intelligence Change Management Business Requirements Analytics Pmo Requirements Analysis Vendor Management Cross Functional Team Leadership Governance Requirements Gathering Financial Modeling Enterprise Architecture Outsourcing Product Management Software Project Management Professional Services Infrastructure Sales Business Process Re Engineering Start Ups Sdlc Crm Information Technology

Jon Caswell Education Details

  • Santa Clara University
    Santa Clara University
    Finance
  • Santa Clara University
    Santa Clara University
    Finance

Frequently Asked Questions about Jon Caswell

What company does Jon Caswell work for?

Jon Caswell works for Ibm

What is Jon Caswell's role at the current company?

Jon Caswell's current role is Global Offerings Lead - Salesforce Transformation.

What is Jon Caswell's email address?

Jon Caswell's email address is jo****@****lom.com

What is Jon Caswell's direct phone number?

Jon Caswell's direct phone number is +181828*****

What schools did Jon Caswell attend?

Jon Caswell attended Santa Clara University, Santa Clara University.

What are some of Jon Caswell's interests?

Jon Caswell has interest in Exercise, Soccer, Home Improvement, Reading, Gourmet Cooking, Sports, Fishing, Home Decoration, Watching Sports, Watching Soccer.

What skills is Jon Caswell known for?

Jon Caswell has skills like Business Analysis, Program Management, Strategy, Business Process Improvement, Management Consulting, Business Process, Project Management, Management, Integration, Process Improvement, Enterprise Software, Consulting.

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