Eric Bates

About Eric Bates

Business transformation leader with demonstrable experience building multi-year…

Experience

1. Director - Operations Strategy and Business Transformation

   Charles Schwab

   Nov 2021 — Present

   The Director of Operation Strategy and Business Transformation role is central to Schwab’s transformation efforts and the firm’s broader “Smart Processing” strategy. This role owns the strategy development, product vision, execution, and evolution of our most important service, processing, and client experience elements. This role is responsible for integrating technology, data, and process excellence into product strategy and execution, ensuring delivery of business value in line with the broader Smart Processing strategy. This role builds momentum for the product vision with Senior Leaders across the enterprise, while executing flawlessly through agile software development practices in order to achieve millions of dollars in cost reductions, reduce processing time, and improve the client experience. • Built robust programmatic structure and operating norms. • Reestablished and reprioritized Program strategy and proposed scope. Aligned stakeholders on vision and priorities. • Built multi-year backlog aligned to value unlock targets. • Aligned with and created an integrated, central backlog with supporting self-service tools for stakeholders. • Supported TMO and Business Intelligence to update models / forecasts and establish a new Unit Cost Model in order to more accurately measure Program impacts and scale achievements. • Supported onboarding and integrating new Program support staff resulting in a sustained spike of discovery and design critical to reestablishing the Program backlog. • Forecasted to considerably over achieve on the high end of the original $6-9M value unlock target for 2022.

Skills

• Business Strategy
• Operations Management
• Corporate Development
• Due Diligence
• Strategic Consulting
• Strategic Partnerships
• New Business Development
• Cross-Functional Team Leadership
• Salesforce.com
• Project Management
• Management Consulting
• Intellectually Curious
• Analysis
• Executive Management
• Interpreting Data
• Leadership
• C-Level Executive Support
• Planning
• Change Management
• Data Analysis
• Crm
• Account Management
• Business Analysis
• Product Development
• Market Research
• Fundraising
• Portfolio Management
• Administration
• Management
• Competitive Analysis
• Project Coordination
• Finance
• Business Development
• Program Management
• Process Improvement
• Market Analysis
• Financial Services
• Analytics
• Business Process Improvement
• Business Intelligence