Patent Operations Coordinator

Charles Schwab; Austin (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Schwab in Austin, TX is seeking a Patent Operations Coordinator to provide the operational foundation for our growing patent program. You will manage the patent docket, records, SharePoint content, recurring reports, meeting materials, and inventor rewards, working closely with Patent Office leadership, inventors, and outside counsel.

This on-site role emphasizes timely deadlines, data accuracy, and process improvements, with opportunities to streamline workflows and enhance reporting.

Qualifications

• 3+ years of project management experience.
• Experience maintaining trackers, reports, document libraries, SharePoint pages, or comparable tools.
• Strong written and verbal communication; ability to handle confidential/sensitive information.
• Bachelor’s degree or equivalent experience.

Responsibilities

• Maintain patent docket and matter records per governance standards.
• Manage SharePoint content, document libraries, forms, and training materials.
• Prepare recurring reports, dashboards, meeting materials, and action logs.
• Administer inventor rewards and recognition records and communications.
• Coordinate Patent Forum support, on-site and virtual education events, logistics, and follow-up.
• Identify opportunities to simplify workflows and improve reporting accuracy.
• Maintain confidential information per information protection requirements.

Skills

Project management

Attention to detail

Communication

Deadline management

Record-keeping

Process improvement

Education

Bachelor’s degree or equivalent experience

Tools

SharePoint

Microsoft 365 apps

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

The Patent Operations Coordinator will provide the operational foundation for Schwab’s growing patent program, enabling the Schwab Patent Office to scale effectively and operate consistently, accurately, and efficiently. The Coordinator manages the patent docket and associated records, patent files, SharePoint content, recurring reports, meeting materials, inventor rewards and recognition records, and patent education event logistics. Working closely with Schwab Patent Office leadership, inventors, internal partners, and outside counsel, the Patent Operations Coordinator will help ensure deadlines, records, communications, and follow-up activities remain current, consistent, auditable, and ready for leadership reporting.

Key Responsibilities

• Maintain accurate patent docket, patent matter records, correspondence, and recurring records using established governance and naming standards; review exceptions and elevate deadline or data-quality risks.
• Maintain Schwab Patent Office information and resources by managing Schwab Patent Office SharePoint content, document libraries, forms, and training materials, and ensure information is organized, accurate, easy to locate and up to date.
• Prepare and validate recurring reports, dashboards, meeting materials, action logs, and supporting documentation.
• Administer inventor rewards and recognition program including tracking, communications, eligibility records, and internal coordination.
• Coordinate Patent Forum support, on-site and virtual patent education events, stakeholder communications, logistics, and follow-up.
• Identify opportunities to simplify workflows, improve documentation, reduce manual effort, and strengthen reporting accuracy and timeliness.
• Maintain patent and related confidential information in accordance with established information protection and records-management requirements.

Success Measures

• Patent docket, matter records, SharePoint content, and recurring trackers remain accurate, current, organized, and audit-ready.
• Key deadlines, follow-up items, action logs, and reporting deliverables are completed on time with minimal rework or escalation.
• Patent Office communications, meeting materials, education events, and inventor recognition activities are coordinated smoothly and consistently.
• Operational reports and dashboards provide reliable information that supports Patent Office leadership, Legal governance, and stakeholder decision-making.
• Recurring processes become simpler, better documented, and less dependent on manual follow-up over time.

What you have

Required Qualifications

• Demonstrated ability to manage multiple deadlines, records, follow-up items, and recurring deliverables with strong attention to detail.
• 3+ years of experience managing projects
• Experience maintaining trackers, reports, document libraries, SharePoint pages, or comparable collaboration and records-management tools.
• Strong written and verbal communication skills and the ability to handle confidential or legally significant information with discretion.
• Proficiency with Microsoft Word, Excel, PowerPoint, Outlook, Teams, and SharePoint.
• Ability to follow established procedures, identify data or process issues, elevate risks appropriately, and organize information for team and leadership use.
• Bachelor’s degree or equivalent experience

Preferred Qualifications

• Experience supporting intellectual property, patent, legal operations, program management, or another deadline-driven professional function.
• Familiarity with patent docketing systems, invention disclosure processes, patent filing and prosecution milestones, or rewards and recognition administration.
• Experience coordinating on-site events, virtual education events, communications, meeting logistics, or recurring operational reporting.
• Coursework, certification, or professional exposure related to intellectual property, legal administration, or project coordination.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance