Jon Walheim Email & Phone Number

San Francisco, California, United States

San Francisco, California, United States

Jon 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.

San Francisco Bay Area

Jon 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.

San Francisco Bay Area

Accelerated 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.

San Francisco Bay Area

Assisted 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.

San Francisco Bay Area

• Led 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.
• 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.
• 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.
• 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%.
• 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.
• Established and acquired connected, customer-relevant, digital channels and overhauled contact center components. Channel migration, consolidation and efficiency efforts improved cost >25%.

San Francisco Bay Area

• Served 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.
• 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.