Marcus A

CRM Specialist & Grant Writing Consultant

May 2021 - Present • 5 yrs

I help businesses and nonprofits streamline operations, secure funding, and improve client engagement through tailored CRM systems and strategic grant support. ✔ Set up and optimized CRM platforms including Lofty, BoldTrail, KVCore, and Follow Up Boss, improving lead management, automation, and conversion rates for clients ✔ Designed automated workflows, pipelines, and follow-up systems to increase efficiency and reduce manual tasks ✔ Successfully researched and identified high-value grant opportunities for nonprofits, startups, and small businesses ✔ Wrote compelling grant proposals that improved funding success rates and secured financial support for client projects ✔ Produced and edited professional videos using Camtasia to enhance brand visibility and audience engagement ✔ Delivered customized solutions based on each client’s goals, ensuring measurable results and long-term growth I combine technical expertise, strategic planning, and creative execution to help clients save time, increase revenue, and achieve their mission.

Business & Operations Consultant

Mar 2020 - May 2020 • 2 mos

✔ Advised small businesses on workflow optimization and digital tool integration ✔ Helped improve operational efficiency and customer management systems ✔ Supported early-stage startups with business planning and growth strategies