Jon Walheim Email and Phone Number
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Jon serves as the North America CEO for bolt, the worlds largest and most innovative exchange for insurance.Jon joined IBM in 2017 as the US Insurance Industry Consulting Managing Partner. Transformed every aspect of the business, exceeding market growth over his 3 years in the role. Led the practice of 2,500 and oversaw industry programs and major investments across consulting, technology, and outsourcing. Developed senior client relationships focused on generating enterprise value through partnership.After serving as the Insurance lead, Jon led GTM for IBM's Consulting Services for Salesforce. Responsible for revenue generation, strategy, client value, industry programs, major investments, and senior talent worldwide, Jon led the organization to double market growth and over 5,000 consultants.Prior to joining IBM, Jon managed extraordinary growth opportunities stretching across strategy, product, sales, and marketing at Mattersight (a growth-stage contact center SaaS AI company acquired by NICE). Jon spent 18 years in Accenture’s Financial Services strategy practice. In addition to his client responsibilities, he led Accenture’s Financial Services Marketing, Sales, Service, and Customer Experience Practices.Passionate about working at the intersection of business and technology and about serving as a change agent around customer experience and technology-driven innovation. Areas of expertise include: business leadership; digital customer strategy; operations transformation; customer and employee experience transformation; technology strategy, cloud application development and management; artificial intelligence; and financial services industries. Strong advocate for Diversity and Inclusion. Strong P&L leadership experience, including leading multiple turnarounds and high performing global teams.Jon lives in San Francisco with his wife, Erin and two kids. In his spare time he enjoys spending time with his family, playing guitar, fishing, cycling, and enjoying Northern California.
Bolttech
View- Website:
- bolttech.io
- Employees:
- 374
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Ceo, North AmericaBolttech Jun 2023 - PresentSan Francisco, California, United States -
Global Go To Market & Industries Lead, Ibm Services For SalesforceIbm Jul 2020 - Jun 2023San Francisco, California, United StatesJon is Senior Partner, Global Go To Market & Industries Lead for IBM's Services for Salesforce. Responsible for revenue generation, strategy, client value, industry programs, major investments, and senior talent worldwide. IBM's Salesforce practice of 2,500 consultants partner with leading clients around the world to set digital strategy and reinvent business processes with AI leveraging the Salesforce platform. -
Us Insurance Industry Lead Partner, Global Business ServicesIbm Nov 2016 - Jul 2020San Francisco Bay AreaJon served as the US Insurance Industry Lead for IBM's Global Business Services. Worked to drive the Cognitive Transformation of the industry. The practice is focused on helping clients with: Digital Strategy and innovative Integrated Customer Experiences; Cognitive Process Transformation; and Cloud Application Innovation. -
Evp Of Strategic Business DevelopmentMattersight Corporation Nov 2014 - Nov 2016San Francisco Bay AreaAccelerated sales growth of the company's existing products via the formation of alliances and developing new ways to go to market. I lead corporate development initiatives to enable growth. Helped shape Mattersight's long-term strategy to capture the significant opportunities to use personality and behavioral analysis to improve the ways people work and live. -
Growth And Strategy ConsultantIndependent Consultant Mar 2014 - Nov 2014San Francisco Bay AreaAssisted select Financial Services Technology, Marketing, Digital, and CRM Technology companies with growth initiatives. Specific areas include: fund raising; financial product distribution; financial services and technology strategy; technology company product strategies; and growth through alliance partner relationships.
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Partner/Managing Director, Senior Client Executive, Financial ServicesAccenture Sep 2006 - Feb 2014San Francisco Bay AreaLed teams of 200+ transforming multi-year results via digital innovation strategy and execution, operational transformation, and technology implementation across leading financial services organizations that included Wells Fargo, USAA, Farmers Insurance, and AAA of Northern California. Founded and became practice leader of a Distribution and Marketing Business Service which grew at 100% CAGR to ~$250M.• Owned Accenture's Financial Services Marketing, Sales, and Service innovation and service offering agenda for North America. Worked with internal and external partners across industries and technologies to identify and capitalize on future trends.• Defined turnaround plans for businesses via operational, channel organization, and technology transformation. Restored profitability within months via tactical improvements. Developed 5-year plans to drive revenue while bringing margin in line with investor expectations.• Developed a new corporate customer centric operating strategy and delivered subsequent change efforts, with 5 year business case of $1.5B top line and $500M bottom line growth working with C-Suite. Contributed to 15% first year customer growth.• Redesigned Customer Experience, Marketing, Sales, Service, and Channel Management organizations and processes. Modernized and dramatically improved results and speed to market. (e.g. increase digital sales by 50% in two years)• Established and acquired connected, customer-relevant, digital channels and overhauled contact center components. Channel migration, consolidation and efficiency efforts improved cost >25%.• Conducted complex analysis and facilitated enterprise agreement and go-forward programs for end-to-end business transformations to replace the most costly and mission critical core systems including Marketing, Sales, Service, Core Insurance, Finance and HR systems. -
Pre-Partner/Managing DirectorAccenture Jun 1996 - Aug 2006San Francisco Bay AreaServed as a senior advisor to COOs, CIOs, and heads of Corporate Development and Strategy. Clients included: large established firms such as Toyota Financial Services, Pacific Life, Washington Mutual, Marsh, and Kaiser Permanente; and start-up/small businesses including NetInsurance, NIA, and Liquidian. Delivered project work in P&C, Life Insurance, Retail Banking, Mortgage, and Payments industries. Results achieved in strategy formulation, operational efficiency, growth, operations start-up, and growth.• Led post-merger process integration for a $10M acquisition.• Created and managed operations for a start-up digital insurance agency.• Designed a start-up commercial insurance risk exchange.• Led strategy and design for global broking and underwriting systems.
Jon Walheim Skills
Jon Walheim Education Details
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Engineering Science
Frequently Asked Questions about Jon Walheim
What company does Jon Walheim work for?
Jon Walheim works for Bolttech
What is Jon Walheim's role at the current company?
Jon Walheim's current role is CEO, North America at bolttech.
What is Jon Walheim's email address?
Jon Walheim's email address is jo****@****ure.com
What is Jon Walheim's direct phone number?
Jon Walheim's direct phone number is +140857*****
What schools did Jon Walheim attend?
Jon Walheim attended Penn State University.
What are some of Jon Walheim's interests?
Jon Walheim has interest in Oenophile, Economic Empowerment, Avid Cyclist, Environment, Science And Technology, Skier, Future Technologist, Fly Fisherman, Arts And Culture, Amateur Economist And San Franciscan.
What skills is Jon Walheim known for?
Jon Walheim has skills like Strategy, Business Transformation, Business Development, Consulting, Management Consulting, Program Management, Business Process Improvement, Financial Services, Leadership, Management, Mergers And Acquisitions, Business Analysis.
Who are Jon Walheim's colleagues?
Jon Walheim's colleagues are Asha Pillai, Janet Leung, Fandy Kurniawan, Tanya Fisher, Ains, Amith V S, Paul Pasquier, Leong Vic Wen.
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