Jon Walheim

CEO, North America at bolttech

San Francisco, California, United States Contact Info
2K followers 500+ connections

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About

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.

Experience

  • bolttech Graphic

    CEO, North America

    bolttech

    - Present 1 year 2 months

    San Francisco, California, United States

  • IBM

    IBM

    6 years 8 months

    • IBM Graphic

      Global Go To Market & Industries Lead, IBM Services for Salesforce

      IBM

      - 3 years

      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 Graphic

      US Insurance Industry Lead Partner, Global Business Services

      IBM

      - 3 years 9 months

      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 Graphic

    EVP of Strategic Business Development

    Mattersight Corporation

    - 2 years 1 month

    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.

  • Growth and Strategy Consultant

    Independent Consultant

    - 9 months

    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

    Accenture

    17 years 9 months

    • Accenture Graphic

      Partner/Managing Director, Senior Client Executive, Financial Services

      Accenture

      - 7 years 6 months

      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…

      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.

    • Pre-Partner/Managing Director

      Accenture

      - 10 years 3 months

      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…

      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.

Education

  • Penn State University Graphic

    Penn State University

    Bachelor of Science (BS) Engineering Science

    -

    Activities and Societies: Parmi Nous, Fencing, Minors in English and Business

Organizations

  • Greater Farallones Association

    Chairman of the Board of Trustees

    -

    Established in 1995, the Greater Farallones Association (formerly the Farallones National Marine Sanctuary Association) is the nonprofit partner that supports and assists the Greater Farallones National Marine Sanctuary in education, outreach, and stewardship. The Association also works to be a funding partner, increasing resources available to the Sanctuary via a public-private partnership approach to programs, initiatives, and facilities. The Association's work is undertaken with generous…

    Established in 1995, the Greater Farallones Association (formerly the Farallones National Marine Sanctuary Association) is the nonprofit partner that supports and assists the Greater Farallones National Marine Sanctuary in education, outreach, and stewardship. The Association also works to be a funding partner, increasing resources available to the Sanctuary via a public-private partnership approach to programs, initiatives, and facilities. The Association's work is undertaken with generous contributions from individual, corporate, and foundation donors. Find out more at: www.farallones.org

  • Bay Area Council Economic Institute

    Alternate Board Member

    -

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