Jeff Bates Email & Phone Number

Nashville, Tennessee, Us

Boston, Ma, Us

Flywire is a global payments enablement and Software-as-a-Service (SaaS) platform with a mission to deliver the world’s most important and complex payments. The company increased revenue by 44% to $289.4 million in 2022 and supports transactions in over 140 currencies with 240 countries with 3,300 global clients across Education, Healthcare, Travel, and B2B. Flywire has over 1000 employees and offices in 14 different countries. Responsible for leading Product teams for travel and B2B business verticals.• Led a team of 2 Product Managers and developed 12-month product strategies for the Travel and B2B verticals, growing by 3.3x and 7.6x respectively in 2022.• Expanded payment offerings to include recurring and subscription capabilities to better support B2B SaaS clients, accounting for 44% of B2B transactions in Q1 2023.• Implemented customer interview and market research initiatives, driving the adoption of products by 60%.• Integrated SEPA, BACS, EFT, and ACH Direct Debit methods into checkout solutions, driving bank volume adoption and boosting transactions and revenue growth.• Achieved a significant milestone by launching a new Travel Payables product, capturing an additional 10% of money movement for travelers booking trips through Destination Management Companies.• Established practices for utilizing product analytics and setting KPIs and OKRs to guide decision-making and measure product performance, driving a 25% reduction in development and QA spending. • Implemented client and user interview processes, training Product Managers on best practices and gathering valuable insights for product enhancements and focused user experience.

San Francisco, California, Us

Product School Pro is an invitation only think-tank for Product Leaders. As a "Founding 200 Member", I network with Product Professionals from leading tech companies and sharpen the saw with exclusive educational resources

Milwaukee, Wisconsin, Us

Fiserv provides payment and mobile banking systems, account processing systems, and electronic payments products and services supporting transactions for 1.4B accounts at financial institutions and 6M merchant locations globally with more than 41,000 employees. The company acquired First Data in 2019. First Data handled 45% of all US credit and debit transactions in the United States.• Directed the development of the sales management platform that includes risk management, hardware ordering, and account setup for 14k new monthly accounts, serving internal sales teams and financial institution partners.• Initiated agile methodology, leading to predictable bi-weekly releases, and transforming the department from custom-built delivery processes resulting in a decrease in production defects by 70%.• Established a 3-year product roadmap and successfully converted overdue and overspent projects to deliver a $3M planned benefit.• Conducted user interviews across 90 sales team members and designed a risk notification portal, reducing inquiries to credit officers by 64%.• Coached and mentored 7 product managers, fostering their skills in product development, effective interviewing, requirements gathering, story creation, and acceptance criteria development.• Developed digital application and onboarding solution for Canadian accounts, supporting 98% of all applications submitted eliminating back-office team support.

King Of Prussia, Pa, Us

CardConnect is a leading provider of payment processing and technology solutions, serving over 65,000 businesses of all sizes across the United States. and Canada. CardConnect held its initial public offering in 2016 for $100M and was later acquired by First Data in 2017 for $750M.• Oversaw cross-functional teams overseeing 25 team members (2 Product Managers, 1 Data Analyst, 2 Operations Managers, and 19 operations team members).• Integrated boarding product to multiple back-end platforms resulting in full automation for over 90% of new accounts submissions.• Developed new product functionality to incorporate mergers of Ignite Payments and Bluepay portfolios increasing from an average of 2.5k to 8k accounts monthly.• Integrated credit and know-your-customer (KYC) services, enabling automated decisioning in 93% of accounts and reducing the average decision time from 48 hours to 4.5 minutes.• Implemented ACH direct debit functionality into Cardpointe gateway, allowing merchants a fully native experience for bank payments.

King Of Prussia, Pa, Us

• Oversaw cross-functional teams overseeing 25 team members (2 Product Managers, 1 Data Analyst, 2 Operations Managers, and 19 operations team members).• Integrated boarding product to multiple back-end platforms resulting in full automation for over 90% of new accounts submissions.• Developed new product functionality to incorporate mergers of Ignite Payments and Bluepay portfolios increasing from an average of 2.5k to 8k accounts monthly.• Integrated credit and know-your-customer (KYC) services, enabling automated decisioning in 93% of accounts and reducing the average decision time from 48 hours to 4.5 minutes.• Implemented ACH direct debit functionality into Cardpointe gateway, allowing merchants a fully native experience for bank payments.

King Of Prussia, Pa, Us

• Led 15 boarding and implementations specialists setting up new merchant accounts on the network and building gateway and point-of-sale (POS) profiles.• Streamlined interchange pricing matrices from 12 to 5, reducing maintenance overhead and simplifying sales offerings.• Conducted surveys and user interviews with 50 independent sales organizations, implementing new features to address top concerns resulting in 22% reduction in average application submission time.• Developed an Ad-Hoc reporting from SQL to evaluate existing accounts and identify setup issues, rectifying a $530k revenue gap in 2017.• Ensure seamless incorporation of all card brand compliance changes from Visa, MasterCard, Discover, and American Express in addition to Payment Card Industry Data Security Standards (PCI DSS) compliance.

Toronto, Ontario, Ca

Finance, General

Computer Science