Hey
👋
I'm Joe Ward

Operational Excellence

Bus. Intelligence & Growth

People & Project Manager

Executive Partner

I'm a creative, detail-oriented, and technical business partner who's worked with teams from small non-profits, to the Fortune 500, to cutting-edge tech companies - helping them design and implement scalable operations, and get the most from what they have.

Together, we can establish ground-level ops (ex: process mapping; identifying KPIs and leading indicators (and building useful views); defining and enabling SOPs), or identify and tackle the more complex and tailored Operations improvements needed to hit ever-more challenging targets (ex: Deep-Dives and Forecasting; Tool or Process Evaluation + Migration; Customer Tiering, or other large projects).

TD Ameritrade Rotational Program

As a poli-sci major (aka graduating undecided), TD Ameritrade's rotational program stuck out for the broad exposure it promised. And I've been building on the tools I learned in this program ever since.

Lean (Six-Sigma) Consulting: Increased Client-facing (call) Time by ~5% for national sales branch after analyzing call and response patterns.

Retail Strategy & Ops: Increased Education products' retention by ~10% for new users by IDing correlation between course types and retention. President's Club award.

Project Portfolio Mgt: Converted 100% of existing reporting from Sharepoint to a SQL schema I managed; data visualized and auto-refreshed in Tableau. T2 Spot award.

2013

2014

2015

Practice Benefit Corp.

At the time a non-profit called Practice Makes Perfect where I had previously volunteered; I joined as a consultant to help professionalize operations and implement best practices while working towards Educational Equity.

Created Value Stream Maps and KPIs for all roles, which where then used for hiring (what aspects are you familiar with, what would you change?) and quarterly reviews (for identifying continuous improvement opportunities).

Swapped payroll providers and led 401k enrollments; Led hiring and onboarding for all new hires; Created annual sales calendar; and otherwise contributed as needed.

2016

TD Ameritrade Procurement

Next, I opted to help my old manager build up TDA's Procurement operations over re-joining the Lean team.

PMed the development and release of an internal app where anyone globally could submit new vendor requests. This created total process visibility, automating data capture for us and our partners (including RFP status, risk scoring, contract value, cycle times by stage) that used to be manually tracked in Sharepoint or not tracked at all, and saving hours of weekly admin time for Category Managers (~40) and partners.

Led Spend Channel Optimization, working with risk, legal and other relevant partners to carve out PO-only exceptions (no MSA for specific cases like Facilities emergencies), create new self-serve Catalogues, and make other global purchase policy updates. Overall, reduced CM work on ~10% of purchases and $120m in spend by up to 100%, allowing the team to spend more time on Strategic Sourcing.

2017

2018

2019

Charles Schwab Procurement

Schwab bought TD Ameritrade, and - after helping the procurement department transition through the two-year merger - I raised my hand for severance and began looking for opportunities with less regulatory red tape.

Handled all procurement-related regulatory reporting, providing the SEC and others with reports to assess conflicts of interest, etc.

Partner for Vendor synergies analysis - identifying contractual overlap and obligations, and options for which contracts to renegotiate, terminate, or otherwise prioritize for renewal.

Automated combined Schwab+TDA procurement reporting with Alteryx.

2020

2021

Vercel: CS Ops

After the Schwab transition was complete, I moved to Vercel, which I had been using to learn to code (and currently use to host this website).

Led CSM migration to Salesforce - Design, testing, enablement, migration in 30 days (+ post-launch monitoring).

Designed and enabled new Renewals process to solve for high-volume of late renewals.

Designed and enabled new Customer Tiering to make CS operations scalable.

Solved for a long-standing lack of product-usage data by getting Snowflake + DBT access, and personally creating a schema and end-user views for AEs, CSMs and Executives to better understand customer account usage, see who's on pace for overages or not using what they bought, and generally understand our accounts and product better.

Platform admin for Salesforce, Gong, Fivetran.

2022

Vercel: GTM Analytics

Manage a team of 3 analysts, with a mandate to provide analytics and strategic support to the GTM field teams.

Built base views for partners before expanding to views for experiments, lead scoring, new product monitoring and more.

Marketing (lead conversion, site traffic)

Sales (win rates, activities, lead lists)

CS (health scoring, ticket analysis)

Pricing Analyses: Single-product forecasts and a deep-dive for full pricing revamp (April 2024), IDing how many and who would see increases/decreases and helping field teams plan accordingly.

Developed a model to ID customer production launches for pro-active CS outreach; used Koala and other tools to tweak Lead scoring and partnered with Marketing + SDRs on new Lead Attribution model.

Support needs for Board calls, quarterly planning, pipeline reviews, and regularly present findings to partner teams.

2023

2024

Timeline