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# Joe Schwartz

**Headline:** Founding Team at Arteria AI \| Builder & Operator \| Product Strategy, GTM & Revenue Growth
**Profession:** Director, Commercial Strategy & Go\-to\-Market
**Location:** Greater Toronto Area, Canada

## About

Joe Schwartz is Director of Commercial Strategy & Go\-to\-Market at Arteria AI and a member of the company’s founding team, helping build document automation for financial services\. Joe is a strategic builder and operator who works across product strategy, go\-to\-market, growth, pricing, client relationships and commercial execution\. He is strongest in ambiguous, high\-stakes situations that require integrating customer needs, product considerations and commercial strategy while aligning stakeholders across procurement, business, technology and end\-user teams\. Across Arteria AI and Deloitte Canada, Joe has built commercial functions from zero, led cross\-functional teams, shaped product strategy and pricing, and helped take products from their first customers to enterprise scale\. He handles complex and strategic deals, including new\-logo opportunities and business\-unit expansions, and has experience selling AI products to leading financial\-services companies\. Joe also builds AI\-powered workflows that streamline operations and internal commercial work, including reducing RFP turnaround from weeks to hours\. He holds an Honors Bachelor of Business Management and Organizational Studies in Business Administration and Management from Western University and speaks English, French and Hebrew\.

## Services

- Team Building
- Sales Growth
- Solution Selling
- Cross\-Functional Team Building
- Pricing Strategy
- Sales Operations
- Business Development
- Go\-to\-Market Strategy
- Product Strategy
- Enterprise Consulting
- Product Strategies
- Sales Strategy
- Corporate Strategy
- Data Governance
- Business Coaching
- Strategic Consulting
- Management Consulting
- Business Transformation
- Artificial Intelligence \(AI\)
- Technical Presentations
- Marketing
- Entrepreneurship
- Analytical Skills
- Social Media Marketing
- Account Management
- SEM
- SEO
- Digital Marketing
- Strategic Planning
- Sales

## Highlights

- Member of Arteria AI’s founding team, helping build document automation for financial services\.
- Serves as Director, Commercial Strategy & Go\-to\-Market at Arteria AI\.
- Built commercial functions from zero across Deloitte Canada and Arteria AI\.
- Shaped product strategy and pricing and led cross\-functional teams\.
- Helped take a product from its first customers to enterprise scale\.
- Handles complex, strategic deals involving new logos and business\-unit expansions\.
- Sells AI products in complex enterprise engagements with leading financial\-services companies\.
- Aligns procurement, business, technical and end\-user stakeholders in enterprise deals\.
- Built AI\-powered systems and commercial workflows to automate and streamline operations\.
- Reduced RFP turnaround time from weeks to hours\.
- Created workflows that can turn weeklong work into minutes\.
- Previously served as Global Head of Solutions Consulting & Sales Engineering at Arteria AI\.
- Previously served as Senior Manager of Strategy & Go\-to\-Market and Manager of Product, Strategy & Sales at Arteria AI\.
- Held Manager and Senior Consultant roles in Product Management & Technology Consulting at Deloitte Canada’s Omnia AI\.
- Holds an Honors Bachelor of Business Management and Organizational Studies in Business Administration and Management from Western University\.
- Speaks English, French and Hebrew\.

## Experience

- **Director, Commercial Strategy & Go\-to\-Market at Arteria AI** (2025\-03\-01–present)
- **Global Head of Solutions Consulting & Sales Engineering at Arteria AI** (2023\-12\-01–2025\-03\-01)
- **Senior Manager \| Strategy & Go\-to\-Market at Arteria AI** (2022\-06\-01–2023\-12\-01)
- **Manager \| Product, Strategy & Sales at Arteria AI** (2020\-10\-01–2022\-06\-01)
- **Manager \| Product Management & Technology Consulting, Omnia AI at Deloitte Canada** (2019\-08\-01–2020\-10\-01)
- **Senior Consultant \| Product Management & Technology Consulting, Omnia AI at Deloitte Canada** (2018\-07\-01–2019\-08\-01)
- **Senior Specialist, Strategic Analytics & Modelling at Deloitte Canada** (2017\-08\-01–2018\-07\-01)
- **Analyst, Performance Marketing, Strategic Analytics & Modelling at Deloitte Canada** (2017\-02\-01–2017\-08\-01)
- **User Tester at UserTesting** (2015\-04\-01–2019\-08\-01)
- **Account Executive, Digital Marketing \(Cornerstone Group of Companies \| Pre\-Deloitte Acquisition\) at Deloitte Canada** (2014\-12\-01–2017\-02\-01)
- **Freelance Writer at WalkMe™** (2014\-09\-01–2016\-12\-01)
- **Account Coordinator and Logistics Intern at TeamBuy Inc\.** (2013\-05\-01–2013\-08\-01)
- **Account Coordinator at thinkdo** (2012\-06\-01–2012\-08\-01)

## Education

- Bachelor of Business Management and Organizational Studies \(BMOS\) Honors, Business Administration and Management, General — Western University

## FAQ

### What does Joe do at Arteria AI?

Joe is Director, Commercial Strategy & Go\-to\-Market at Arteria AI\. He works on product positioning, commercial strategy, go\-to\-market, growth, client relationships and the execution required to build and run new business motions\.

### What is Joe's background at Arteria AI?

Joe joined Arteria AI as part of its founding team to help build document automation for financial services\. His Arteria AI roles have also included Global Head of Solutions Consulting & Sales Engineering, Senior Manager of Strategy & Go\-to\-Market, and Manager of Product, Strategy & Sales\.

### What kinds of deals does Joe handle?

Joe handles complex and strategic commercial deals, including new\-logo opportunities and expansions into additional business units\. He has experience in complex enterprise sales of AI products to top financial\-services companies\.

### How does Joe manage complex enterprise stakeholders?

Joe is skilled at bringing together procurement, business, technical and end\-user stakeholders in complex enterprise deals\. He works to keep customer, product and commercial considerations aligned and moving forward\.

### What AI workflow and RFP improvements has Joe delivered?

Joe has built AI tools and workflows across the commercial process to automate and streamline operations\. His work has dramatically improved internal efficiency, including reducing RFP turnaround time from weeks to hours and turning weeklong work into minutes in relevant workflows\.

### What are Joe's strongest professional capabilities?

Joe’s core strengths include product judgment, enterprise go\-to\-market, pricing strategy, solution selling, sales growth, sales operations, business development, product strategy and cross\-functional team building\. He is also a strong generalist who connects work across multiple functions\.

### What has Joe built across Deloitte Canada and Arteria AI?

Joe has built commercial functions from zero, shaped product strategy and pricing, led cross\-functional teams and helped take a product from its first customers to enterprise scale across Deloitte Canada and Arteria AI\.

### What did Joe do in Deloitte Canada's Omnia AI practice?

At Deloitte Canada, Joe was Manager of Product Management & Technology Consulting at Omnia AI and previously served as Senior Consultant in Product Management & Technology Consulting at Omnia AI\.

### What other roles has Joe held at Deloitte Canada?

Before his Omnia AI roles, Joe was Senior Specialist in Strategic Analytics & Modelling and Analyst in Performance Marketing within Deloitte Canada\. He also worked as an Account Executive in Digital Marketing at Cornerstone Group of Companies before its Deloitte acquisition\.

### What experience does Joe have outside Arteria AI and Deloitte Canada?

Joe has also worked as a User Tester at UserTesting, a Freelance Writer at WalkMe™, an Account Coordinator and Logistics Intern at TeamBuy Inc\., and an Account Coordinator at thinkdo\.

### Where did Joe study?

Joe holds a Bachelor of Business Management and Organizational Studies, Honors, in Business Administration and Management, General, from Western University\.

### What languages does Joe speak?

Joe speaks English, French and Hebrew\.

### What certifications does Joe hold?

Joe holds Google Analytics Individual Qualification, Google Display Advertising, Google Mobile Advertising, Google Shopping Advertising, Google Tag Manager Fundamentals, Advanced Search Advertising, Google AdWords Fundamentals and Google Video Advertising certifications from Google\. He is also a Bing Ads Accredited Professional through Microsoft\.

### What consulting, strategy and leadership skills does Joe bring?

Joe’s consulting, transformation and leadership capabilities include enterprise consulting, strategic consulting, management consulting, corporate strategy, business strategy, business transformation, business coaching, strategic planning, project management, agile project management, leadership, team leadership, team building, teamwork, communication, communication skills, time management, customer service and account coordination\.

### What product, technology and analytics skills does Joe have?

Joe’s product, technology and analytics skills include artificial intelligence, data governance, product management, product development, product lifecycle management, product strategies, software project management, agile methodologies, Jira, analytics, data analysis, data analytics, data visualization, business analytics, Tableau and Microsoft Excel\.

### What sales, marketing and business tools has Joe worked with?

Joe’s commercial and marketing skills include sales strategy, sales, account management, marketing, marketing strategy, digital marketing, social media marketing, performance marketing, market research, SEM, SEO, Google Analytics, Google Adwords, Salesforce\.com, technical presentations, entrepreneurship and logistics\. He also uses Microsoft Office, PowerPoint, Microsoft Word and Facebook\.

### How does Joe approach new and ambiguous problems?

Joe is motivated by difficult, undefined problems: determining what the problem is, how to position it, how to design the approach, what strategy and solution to build, what is blocking progress and how to run the resulting work with a team\. He is particularly interested in where AI changes how a business operates and what measurable results it can produce\.

## Links

- LinkedIn: https://www\.linkedin\.com/in/joeschwartz2

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