OptimizeOps — Powered by Justin Marcus

Justin Marcus — Customer Success & AI Operations

Companies buy AI.
Teams don't use it.
I close that gap.

12+ years driving retention and adoption across SaaS and enterprise accounts — from $5.5M in Apple sales to 300+ managed accounts at Cornell. Now I help SMBs actually run on the AI they've already bought, through OptimizeOps. Same instinct, sharper focus: structure and warmth, wherever that gap needs closing.

Customer SuccessSolutions EngineeringCRM PipelinesAI OperationsAgentic Workflows
Justin Marcus, Customer Success and AI Operations consultant
Recruiter trackCSM · CIM · SE
Consulting trackAI adoption for SMBs

Customer success judgment with operator-level follow-through.

$5.5MApple sales delivered
300+Cornell accounts managed
491five-star client reviews
12+years in customer outcomes

OptimizeOps services

AI that earns its
place in the workflow.

Practical systems for small and mid-sized teams that need more than another tool, dashboard, or generic automation recipe.

01

AI Workflow & Agentic Automation

Turn repetitive handoffs, reporting, and follow-up into practical AI-assisted systems your team can confidently operate.

  • Workflow mapping
  • Agent design
  • Tool integration
02

CRM & Onboarding Architecture

Shape Salesforce or HubSpot around how customers move from signed contract to successful, adopted, and retained.

  • Salesforce & HubSpot
  • Pipeline standards
  • Onboarding systems
03

Adoption, Training & Change

Close the gap between a tool being purchased and a team actually using it through enablement built for real work.

  • Adoption strategy
  • Team training
  • Enablement resources

Client reviews

Clear communication.
Trusted execution.

491five-star reviews

He communicated specifically and strategically which made it easy to delegate to him. He was upfront about aligning on expectations so I didn't end up having to reexplain or micromanage.

Tricia P.Verified client

Justin was so easy to work with. I sent him instructions and he knew instantly what was needed without a lot of back and forth. He was on time and very nice.

Amy F.Verified client

Justin was extremely efficient, good energy, Great, spirit, and an excellent listener. We will book him for all of our future projects.

Tonda B.Verified client
01 / 06
Justin MarcusStructure + warmth

About Justin

I translate complexity
into confident action.

My best work happens in the gap between what a platform can do and what a customer or team can realistically adopt.

Across Customer Success, Solutions Engineering, implementation, and hands-on operations, I've learned that strong systems need both rigor and empathy. The work is technical, but adoption is always human.

Diagnose clearlyFind the real friction before prescribing the tool.
Build practicallyCreate a system the people doing the work can own.
Enable adoptionTrain, document, and reinforce until behavior changes.

Work & use cases

Detailed work.
Measurable outcomes.

Four engagements spanning enterprise onboarding, complex field operations, AI-assisted project management, and operational system design.

01

Challenge

A large-scale construction project for McCarthy Construction, operating on a military base, needed employee tracking synced across large teams via digital badge hardware — a technically demanding identity/tracking integration with high compliance and reliability stakes.

02

Approach

Acted as project engineer, working directly with McCarthy's on-site project manager to install, connect, and sync digital badge-based employee tracking for large workforce teams. More broadly on the Kwant.ai account, served as the cross-functional bridge between Sales, Engineering, Product, and Marketing to align platform capabilities with enterprise client expectations; handled technical discovery and scoping with account executives post-sale; guided customers through setup, technical training, and dashboard customization; monitored usage analytics to catch adoption gaps early and built enablement documentation to drive renewal readiness.

03

Outcome

Delivered a working digital badge tracking deployment for a large, compliance-sensitive job site, and produced enablement resources that improved utilization and renewal readiness across the broader account base.

Tools:SalesforceHubSpotSlack
01

Challenge

A multi-location Ben & Jerry's franchise operator (Primo Partners LLC) needed to consolidate inventory, equipment, and infrastructure from four separate retail stores into one centralized operational office in Georgia, as part of a real estate transition and operational downsizing — with commercial kitchen equipment, perishables, and retail fixtures all in play.

02

Approach

Coordinated two long-haul transport jobs across NC and GA (1,200+ miles round-trip), managing packing, heavy equipment handling, and inventory protection for kiosks, commercial kitchen appliances, signage, and retail fixtures. Ran a 16-ft box truck operation with a crew of 3–7 contractors, working directly with the client and on-site staff to sequence the consolidation safely and on schedule.

03

Outcome

Consolidated four store inventories into one centralized office within 48 hours, prevented $2,000+ in potential product loss on perishables, and delivered both transport jobs under budget and on time — while giving the client a single point of accountability instead of coordinating multiple vendors.

Skills applied:Project ManagementLogistics CoordinationCross-State TransportVendor & Client CommunicationOperations Consolidation
01

Challenge

A family — including materials connected to a family member's published academic and literary work — needed belongings scattered across multiple storage units consolidated into one organized, genuinely accessible system, not just packed into a single space.

02

Approach

Ran the project across 7 phases spanning residential items, family heirlooms, and archival/literary materials tied to university-affiliated work. Designed a categorization system and floor plan using AI tools (Claude, Gemini, ChatGPT) to organize the collection into 6 distinct, clearly labeled item groups rather than one undifferentiated storage space.

03

Outcome

Replaced scattered, hard-to-access storage with a single organized system designed for long-term retrieval — the kind of structure a family (or an archivist) could navigate without having to remember where anything was placed.

01

Challenge

180 Milton — a 20-unit luxury student housing property serving the AUC Village community for Morehouse University — needed full move-in-readiness turnover managed under a hard deadline. Twenty units across four wings each carried their own punch list, which expanded mid-project from 5 core items to 15+ categories per unit. Field updates arrived constantly and inconsistently — texted notes, dictated voice memos, photos from a running notes app — sometimes contradicting earlier reports. One unit carried a September 1st student move-in deadline that had to be prioritized above the rest of the property, while the owner needed clear, non-technical status updates without being pulled into job-site noise.

02

Approach

Applied the Diagnose → Design → Implement → Optimize framework directly to field operations:

  • Diagnose: Every raw update — texted punch lists, voice-to-text notes, phone screenshots — was fed into Claude as a single intake point, parsed directly from its native messy format rather than manually re-typed into a spreadsheet.
  • Design: Built a standing project data model tracking all 20 units against a growing category list, with priority flags for the hard-deadline unit and access-blocked units tracked separately from routine punch list items.
  • Implement: Used Claude to reconcile updates against the standing record in real time — catching regressions and scope changes automatically — generate owner-ready visual status reports, flag discrepancies without silently overwriting prior data, and draft plain-language owner communications. Claude Code and Gemini supported the underlying data pipeline and cross-checking.
  • Optimize: Designed the system to absorb new information — corrected quantities, expanded scope, vendor blockers — without losing history, letting completion percentage drop transparently when new scope was discovered rather than hiding it.
03

Outcome

All 20 units tracked end-to-end from initial walkthrough to substantial completion, with real-time, category-level visibility across all 4 wings. Zero information lost across dozens of field updates despite inconsistent formats and multiple contributors. The September 1st move-in unit was tracked separately throughout and never got lost in the broader property list. The owner received clean, shareable status cards readable in seconds — no dashboards or logins required — and blockers (access issues, delivery delays, vendor dependencies) were tracked as first-class items instead of getting buried in side conversations.

04

Why it matters

Traditional property turnover management for a job this size typically runs on fragmented tracking — a paper list here, a group text there, a spreadsheet that's always a day behind. This engagement delivered the rigor of a large operations team without the headcount, using AI as the actual system of record rather than just a writing tool.

Tools:Claude (Anthropic)Claude CodeGemini

Additional clients

More work, same standard.

  • Kimberly AlexanderSeparate residential move involving furniture, boxes, and artwork.
  • VetaClient relationship; project details not yet documented.
  • Anna McNairSmaller single-invoice residential projects.
  • Philips Brothers Property ManagersManaged clean-out projects across multiple purchased properties.
  • Jumpp LogisticsCross-state item transfer for their clients.

Start a conversation

Hiring for the role?
Fixing the workflow?

Choose the track that fits. I'm open to Customer Success, Client Implementation, and Solutions Engineering opportunities—and focused consulting engagements through OptimizeOps.

01Recruiter / Hiring Manager

Discuss a CSM, CIM, SE, or adjacent customer outcomes role.

02SMB Business Owner

Map an AI, CRM, onboarding, or workflow operations engagement.