Mark Schofield | Organizational Architect

01 // The Craft

Organizational architecture for human flourishing

A discipline I've practised for over a decade and plan to spend the next decade mastering.

"I pick up an idea at stage B, evaluate it with discernment, map the process through to stage Y, and galvanize people to move. I'm wired as an orchestrator and diagnostician, not a solo builder."

I study what Patrick Lencioni calls organizational health: building cohesive leadership teams, creating clarity, overcommunicating that clarity, and reinforcing it through human systems. I treat this as a mastery discipline, not a management trend. It's the lens through which I evaluate every team I join, every system I build, and every leader I advise.

Seven validated psychometric assessments all point to the same profile: someone who diagnoses, evaluates, advises, and rallies. The person who picks up someone else's good idea and turns it into coordinated action.

Working Genius

Discernment + Galvanizing

I evaluate then rally. Invention and Tenacity are frustration zones.

Kolbe A Index

8 / 5 / 4 / 3

Orchestrator, not builder. Deep research before decisions.

CliftonStrengths, Top 5

Responsibility, Achiever, Relator, Communication, Belief

Ownership, depth, and conviction that the work has to mean something.

MBTI / Enneagram

ENTJ-T / 1w2

Strategic and direct. Reformer's integrity paired with investment in others.

02 // Track Record

Where I've done it

Every role has been at the intersection of operations, technology, and people. Always somewhere that needed something built or rebuilt.

2023 to Present RevOps Architect & Business Optimization Lead Alta West Capital (PE-backed, TriWest Capital Partners)

Led a full-scale Salesforce implementation across all business units. Built revenue attribution infrastructure from scratch, connecting marketing activities to funded deals for the first time in the company's history. Conceived and launched a new lending division from concept to market: developed the underwriting model, recruited installer partnerships, and positioned it for a proprietary fintech platform. Delivered AI-powered competitive intelligence covering 9 companies across 25 data fields, replacing 40+ hours of manual research. Led a full corporate website redesign using AI-assisted development, delivering in 2 months at $1,500 versus the original 6 to 8 month, $8 to 10K agency estimate.

Salesforce Transformation Revenue Operations New Business Unit AI Intelligence Corporate Website

2021 to 2023 Enterprise Account Partner Salesforce (via acquisition of Traction on Demand)

Hit 117% of quota with enterprise insurance clients across the US East Coast. Navigated the Traction on Demand to Salesforce acquisition integration, transitioning from mid-market to enterprise. Collaborated across Product, Strategy, and Services to build and expand client relationships.

Enterprise Sales CRM Ecosystem 117% Quota

2018 to 2021 Business Development & Estimating Golden Triangle Construction / Sunview Custom Cabinetry

Designed and submitted 51 RFP proposals to Alberta Infrastructure standards. At Sunview, hit annual sales quota in the first 6 months and developed 15 new partnerships with high-end custom home builders. Co-created brand guidelines and marketing materials for land development divisions.

RFP & Procurement Partnership Development Brand Building

Earlier Career Founding, Building, and Leading Multiple ventures across O&G and real estate

Co-founded two startups, both profitable. Managed a team of 7 with full P&L for a $22M O&G services company. Over $20M in cumulative sales. Raised $9M+ in investor capital and donations across ventures and non-profit work.

Founder P&L Ownership $9M+ Capital Raised

03 // Ventures

I build businesses with real stakes

Three ventures across different industries and stages. Each one started with a real market problem and required real capital, real customers, and real accountability.

Intrapreneurial / PE-Backed

Consumer Residential Solar Lending Platform

Alta West Capital, 2026

Identified an uncontested market gap in Canadian residential solar financing. Built the full business case: underwriting model (CRO-validated), competitive analysis across 8 lenders, multi-province regulatory mapping, and investor pitch deck. Currently positioned for PE board presentation.

Uncontested market position CRO-validated underwriting PE board-ready

Entrepreneurial / Co-Founded

Multi-Family Real Estate Portfolio

Calgary, 2021 to present

Co-founded and operate a 22-unit multi-family rental portfolio across Calgary. Sub-1% vacancy since inception. Responsible for capital structuring, CMHC financing, tenant relations, and the bespoke PM platform that replaced commercial software.

22 units across Calgary Sub-1% vacancy since 2021 Licensed mortgage broker

Entrepreneurial / Co-Founded

Commercial Snow and Ice Management

Vancouver, still active

Co-founded a commercial snow removal and salting business serving the Greater Vancouver Regional District. Built and executed 1 to 3 year business plans. Hit full break-even on startup costs in year one. All accounts receivable collected within contract terms.

175% of Y1 sales target Break-even in year 1 100% AR collection Business still active

Leadership & Learning

Lighthouse Voyage

COO and Board Member, 2017 to 2025

Set executive vision and organizational structure for an international non-profit. Managed partnerships across India and Canada. $1M+ raised from HNW individuals.

All Saints Anglican Church

Building Committee Chair, current

Leading lease negotiations, facility planning, and community stakeholder alignment. Organizational architecture applied to community life.

BComm at 35

Royal Roads University, Dean's Entrance Scholarship

Completed a Bachelor of Commerce as a working father of three. Capstone research in community-integrated real estate development.

04 // AI + Human

Technology that serves people, not the other way around

I use AI as a craft multiplier. Deeper research, faster builds, and more human attention for the work only humans can do: trust, discernment, and real relationship.

My take on AI comes from actually building with it. Over the past two years I've used AI as a genuine thinking partner: financial models, brand systems, competitive intelligence frameworks, and full-stack applications. The showcases below are real, working tools shaped collaboratively with AI.

"The question is not whether AI will change how organizations work. The question is whether leaders will use it in ways that make their people more capable and more human, or less."

AI is extraordinary at amplification and terrible at judgment. It can synthesize data, generate options, stress-test assumptions. But it can't discern which option actually aligns with your values. It can't read the room. It can't build the trust that makes vulnerable conversation possible. That's still human work.

Amplify, don't replace

Every tool I build starts with the same question: what human judgment does this free up?

Show the work

If AI contributed to something, I say so. Transparency builds the same trust that organizational health builds.

Build, don't theorize

Everyone has an opinion about AI. I've built financial models, brand systems, competitive frameworks, and full applications.

Judgment stays human

AI generates options. Humans choose which ones align with values, relationships, and the long game.

What I've solved with AI

Each started with a real business problem. AI was the multiplier, not the point. Click any preview to expand it.

Good morning

Sarah

Total Savings

$2,847

Today's Production

Loan Balance

$34,180

Good morning

Sarah

Total Savings

$2,847

+$186

Today's ProductionSunny

34.2

kWh

$5.13

saved

87%

target

Loan Balance

$34,180

$411 Apr 1

< Back

Production

34.2

kWh generated today

This week

218 kWh

This month

847 kWh

Saved

$127

7-Day Production

MonTueWedThuFriSatSun

See the full app

Problem: How do you pitch a new consumer lending channel to PE stakeholders when no brand, product vision, or borrower experience exists?

Designed the full product concept, brand identity, and interactive app mockup to make a new consumer lending channel tangible for PE stakeholders. The goal was proving there's a business worth pursuing: driving yield from non-traditional sources while opening customer-direct channels.

Built in one working session Fed directly into PE stakeholder pitch

Product Design / Brand Strategy / Stakeholder Communication

30-year compounding table

Hold MIC Scenario B

TFSA

$XXK

RRSP

$XXK

Total

$X.XM

YearAssetsTotal

Yr 5$XXXK$X.XM

Yr 10$X.XM$X.XM

Kingdom Blueprint: 30-Year Compounding Projection

TFSA

$XXK

RRSP

$XXK

BTC Cold

$XXK

RE Equity

$XXXK

Net Worth

$X.XM

Year	Age	TFSA	RRSP	RE	HoldCo	Total NW
2026	36	$XXK	$XXK	$XXXK	$XXK	$X.XM
2031	41	$XXXK	$XXXK	$XXXK	$XXXK	$X.XM
2036	46	$XXXK	$XXXK	$X.XM	$XXXK	$X.XM
2046	56	$X.XM	$XXXK	$X.XM	$X.XM	$XX.XM
2056	65	$X.XM	$X.XM	$X.XM	$X.XM	$XX.XM

9 asset categories / adjustable CAGR assumptions / salary scenario modelling / 30-year projection

See the full app

Problem: Career decisions, investment strategy, and a 2030 home build all depend on each other, but static spreadsheets can't show how they interact.

Interactive financial model connecting nine asset categories across a 30-year horizon with adjustable CAGR assumptions, salary scenarios, and tenure decisions. Revealed compounding interactions the original spreadsheet never surfaced. Directly changed how I sequence career and investment decisions.

Built in one conversation Replaced static spreadsheet planning Directly informed career strategy

Financial Modelling / Interactive HTML / Decision Support

Portfolio Command Centre

units

2 leases expiring

Portfolio Command Centre

Property A

units // 0 vacant

NOI: $XXK

Property B

units // 0 vacant

NOI: $XXK

Property C

units // 0 vacant

NOI: $XXK

Vacancy

<1%

Units

Portfolio NOI

$XXXK

Avg Cap Rate

X.X%

Action Items

Unit B7 lease expires Mar 31

Urgent

Unit B5 lease expires Apr 30

Upcoming

Unit A1 maintenance request

In progress

See the full app

Problem: Portfolio data lived on one local machine, required the same information to be entered repeatedly, and wasn't accessible to partners or from a job site.

Bespoke property management platform for a 22-unit rental portfolio. Financial dashboards (LTV, DSR, NOI, cap rates), tenant management, maintenance tracking, inspection reports, and document storage. Shares data across all partners in real time with full mobile access. Currently in beta, replacing $3 to 5K per year in commercial PM software.

V7 in one week of iteration Eliminated redundant data entry Mobile access on site

React Application / Financial Dashboards / Multi-User Access

altawestcapital.com

Private lending.
Built on relationships.

Learn More

altawestcapital.com

ALTA WEST CAPITAL

AboutProductsTeamInvest

Private lending.
Built on relationships.

Alberta-based private capital for real estate professionals who need a partner, not just a lender.

Learn More

$200M+

Capital deployed

15+

Years lending

Alberta

Focused

See the full app

Problem: Outdated corporate website with an agency estimate of 6 to 8 months and $8 to 10K to redesign.

Led a full 8-page corporate website redesign using AI-assisted development. Managed timelines, stakeholder approvals, and content strategy across the entire project. Beat every deadline. The site launches within 30 days.

Delivered in 2 months $1,500 vs $8 to 10K agency quote 80% cost reduction

Web Design / AI-Assisted Dev / Project Management

Company
AUM
Yield
MIC 1
$840M
8.2%
MIC 2
$920M
7.6%

9 companies / 25 data fields

Competitive Intelligence Matrix.xlsx

HomeInsertDataView

Company
AUM
Yield
Max LTV
Geography
Min Invest
MIC 1
$840M
8.2%
75%
ON, BC
$5,000
MIC 2
$920M
7.6%
80%
AB, BC, ON
$10,000
MIC 3
$310M
9.1%
65%
AB
$25,000
MIC 4
$1.2B
7.1%
75%
ON, BC, AB
$1,000

9 companies / 25 data fields / structured AI methodology / 40+ hours of manual research replaced

See the full app

Problem: Competitor analysis was done quarterly, took days of manual research, and two previous attempts with other platforms had failed. Nobody wanted to own it.

Structured AI methodology producing institutional-grade competitor analysis across 9 Canadian mortgage investment corporations and 25 data fields. Shifted cadence from quarterly to monthly. Took ownership of a workstream nobody wanted and turned it into something the company relies on for strategic decisions.

40+ hours of manual research replaced Quarterly to monthly cadence Presented at company townhall Replaced 2 failed platform attempts

Market Intelligence / Excel / Strategic Analysis

05 // How I Operate

Values, method, and what the first 90 days look like

Whether it's a full-time seat or a fractional engagement, the approach is the same. I've run this playbook across PE-backed companies, non-profits, and my own ventures.

Integrity over expediency

I have lost deals because I wouldn't cut corners. My standards are high, and they start with me.

Hospitality as leadership

The best teams I've built are the ones where people felt genuinely welcome. Belonging is infrastructure.

Wonder and curiosity

I completed a BComm at 35 with three kids under five. Curiosity is the antidote to arrogance.

Generosity as strategy

I build things meant to outlast me. Accumulation is a tool. It is never the destination.

Diagnose

Listen before I prescribe. I interview stakeholders, review processes, map where decisions get stuck, and identify the two or three things that are actually causing the pain. A clear, honest picture that fits on one page.

Weeks 1 to 3

Align

Get the leadership team on the same page about what's actually wrong, what matters most, and what we're going to do about it. This is where Lencioni's clarity framework earns its keep. No alignment, no execution.

Weeks 3 to 5

Build

Design and implement the systems, processes, and rhythms that make the solution stick. This is where AI comes in: I build tools that give the team leverage they didn't have before.

Weeks 5 to 10

Transfer

Make sure the team can run it without me. Document the systems, train the people, hand off ownership. For fractional work, this is where I step back to an advisory rhythm.

Weeks 10 to 13

Let's talk about what you're building

If your team is stuck, growing fast, or going through a transformation, that's where I do my best work.

markschofield7@gmail.com

LinkedIn Resume

Director / VP of Operations COO / Integrator Chief of Staff Fractional COO Organizational Health Advisory

markschofield.ca

I help leadership teams figure out where they're stuck and get moving again

Organizational architecture for human flourishing

Where I've done it

I build businesses with real stakes

Technology that serves people, not the other way around

Values, method, and what the first 90 days look like