Jon Walheim

Jon Walheim Email and Phone Number

CEO, North America at bolttech @ bolttech
singapore, singapore
Jon Walheim's Location
San Francisco, California, United States, United States
About Jon Walheim

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.

Jon Walheim's Current Company Details
bolttech

Bolttech

View
CEO, North America at bolttech
singapore, singapore
Website:
bolttech.io
Employees:
374
Jon Walheim Work Experience Details
  • Bolttech
    Ceo, North America
    Bolttech Jun 2023 - Present
    San Francisco, California, United States
  • Ibm
    Global Go To Market & Industries Lead, Ibm Services For Salesforce
    Ibm Jul 2020 - Jun 2023
    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 business processes with AI leveraging the Salesforce platform.
  • Ibm
    Us Insurance Industry Lead Partner, Global Business Services
    Ibm Nov 2016 - Jul 2020
    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.
  • Mattersight Corporation
    Evp Of Strategic Business Development
    Mattersight Corporation Nov 2014 - Nov 2016
    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 live.
  • Independent Consultant
    Growth And Strategy Consultant
    Independent Consultant Mar 2014 - Nov 2014
    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.
  • Accenture
    Partner/Managing Director, Senior Client Executive, Financial Services
    Accenture Sep 2006 - Feb 2014
    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 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.
  • Accenture
    Pre-Partner/Managing Director
    Accenture Jun 1996 - Aug 2006
    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 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

Strategy Business Transformation Business Development Consulting Management Consulting Program Management Business Process Improvement Financial Services Leadership Management Mergers And Acquisitions Business Analysis Executive Management Professional Services Outsourcing Team Management Acquisition Integration It Strategy Organizational Design It Transformation Financial Modeling Innovation

Jon Walheim Education Details

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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