Mitch Schwartz

Operations & Work Systems | Team Collaboration | AI Enablement

Professional Summary

I build the tech operations that grow businesses. Process first, then tools and AI in support.

Part strategist, part builder, part coach; range including AI workspaces, custom application builds, process redesign, and cross-departmental strategic planning.

I work across product and service, usually owning the full arc from first conversations to hand-off.


Key Achievements

  • Doubled team output at a notary firm (20→40 files/month) without adding headcount
  • Custom sales application that doubled closing rate, cut sign-up time 50%, reduced rejected deals 90% and supported hundreds of users earning four-figure monthly commissions
  • Ran strategic planning and board reporting across every department of a global remote organization, translating annual goals into quarterly plans, daily actions, and supporting metrics
  • Synchronous AI assistant for EMLC built and deployed; turned multiday dev tasks into 30-minute tasks
  • Scoped, sold, and delivered $500K+ in technical project revenue end-to-end

Other results: Automated workflows across Salesforce, QuickBooks, MediaValet, HubSpot, Adobe, Microsoft 365, Canva, and more, saving hundreds of manual hours annually · AI knowledge hubs and workspace rollouts


Core Competencies

Operations & Growth
Internal ops ownership · Process design · Change management · Team coaching & facilitation · Psychological safety · Neurodiversity-aware leadership

AI Enablement
LLM-enabled process design & workspaces · Knowledge assistants · Prompt design & playbooks · Internal AI systems · Tool selection & adoption

Technical Delivery
Solution design & scoping · Cross-functional project delivery · Development team leadership · Low- & full-code automation · Make.com (Certified Trainer, Level 3)

Tooling
Cursor · Claude · Supabase · Vercel · OVHcloud · Coolify · Monday · Wrike · ClickUp · Notion · Make


Professional Experience

Ops Machine

Founder & Principal Consultant

Oct 2023 – Present

Custom Sales Application — Door-to-door sales agency

  • Doubled closing rate, cut sign-up time 50%, reduced rejected deals 90% by designing and building a custom sales application from scratch.

Strategic Advisor & Product Lead — StudySetGo (2-year engagement)

  • Two-year strategic advisor partnering with the founder from idea-stage to 7-figure pipeline and multiple 5- and 6-figure deals signed. Built and managed the core platform.

"Mitch has been an advisor for almost 2 years, from idea to 7-figure pipeline and multiple 5–6 figure deals about to be signed. He frequently advised against building features when he couldn't explain the business value, even when he would have been paid to build it."

— Nathan Phillips, Co-founder & CEO, StudySetGo

Strategic Retreat — QueerTech Canada

  • Cleared 30% of non-critical planned work from the leadership team in a 2.5-day retreat, clarifying ownership and driving a successful annual conference.

"We came in overwhelmed and uncertain. By the end, we had a clear plan, knew who was responsible for what, and felt much more connected as a team."

— Andy Saldana, COO & Founder, QueerTech Canada

AI Assistant — Emergency Management Logistics Canada

  • Built and deployed a synchronous AI assistant for development in Brilliant Directories compressing a four-day website challenge into a 30-minute task.

MediaValet Integration Partner

  • Built integration for automated asset transfer and metadata sync eliminating manual asset management.

PragmaFlow, Inc.

Partner & Director of Low Code Division

May 2020 – Oct 2023

Revenue & Delivery

  • $500K+ in technical projects scoped, sold, and delivered. $250K+ billed personally across concurrent client engagements.

Process Redesign: Babalegal Notaries

  • Doubled the firm's monthly output (20→40 files) in 6 months through team facilitation, mediation, and process design coaching. Adoption sustained after the engagement ended.

"We doubled our monthly output. The approach wasn't about replacing our team with tools. It was about making our people more effective with the right tools in the right places."

— Karim Baba, Owner, Babalegal Notaries

ConnectU Education Platform

  • Ran an 18-month build. Kept a 3–4 developer team shipping clean bi-weekly sprints against a clear roadmap, while playing Product Owner, Agile Coach, Lead UX Designer, and Account Manager.

WNDYR

Org. Agile Coach

Jan 2018 – Apr 2020

Cross-Departmental Strategic Planning

  • Designed process for team quarterly planning and translation of annual company goals into department-level objectives and day-to-day actions backed by metrics for a globally distributed remote team.

Board Reporting

  • Designed and produced 40+ page quarterly board reports that gave a clean overview of every corner of the business while letting readers drill into any one of them.

Performance Measurement Design

  • Built performance measurement systems from scratch across departments where no standards existed, for leadership to evaluate and develop the team.

Integration Team Lead

  • Led development teams on enterprise client integration projects, including QuickBooks and Salesforce.

UGo Smoothies

Co-founder, Design Lead

Apr 2015 – Apr 2018

Team Leadership & Product Development

  • Led 6-person multidisciplinary team (electrical, software, mechanical, UX) through 2-year development cycle and 9 versions, with each delivery on time and on budget.
  • Managed machine deployments and customer accounts including pilot deployment at Université de Montréal.

WeighPack Systems Inc.

Product Coordinator

Aug 2013 – Apr 2015

  • Coordinated across marketing, sales, and engineering; built training programs and technical documentation that reduced onboarding time for new sales staff and training time for new products.


Education

Dawson College — Industrial Design


Leadership & Coaching Development

  • Building a Second Brain (Tiago Forte) — mentored 2 cohorts
  • Art of Accomplishment — 'Old Student' under Joe Hudson


Languages

English (Native) · French (Professional)

Certifications

Relational Skills Trainer · AI for Not-for-Profits · Make.com Certified Trainer (Level 3) · ClickUp (Level 1) · Notion Essentials


More About Me