Marcos Maya
Helping people move forward — and helping businesses operate smarter behind the scenes.
For more than 20 years, Marcos has helped clients navigate decisions, built lasting relationships, and worked across financial services, advisory, and sales. He also brings that practical approach to Coffee X Media, helping with CRM setup, workflows, automation, and AI tools that make everyday work easier. Whatever the task, he starts with people, builds trust, and finds a clear path forward.
Progress.
Possibility.
People, ideas, and systems that work together.
Client Relationships
Years of experience building trust, guiding people through major decisions, and creating strong long-term client relationships.
Process Thinking
Brings order to busy workflows and helps teams make day-to-day work run more smoothly.
Automation & AI
Uses CRM tools, Zapier-style automation, and AI to simplify routine tasks and help teams get things done.
CXM Support
Helps Coffee X Media brands with websites, workflows, and the everyday details that keep a business moving.
A track record built over time
Retail & Service Leadership
Supervisory experience, customer service, cash handling, and team support at scale.
Loan Processing & Origination
Built a long foundation in financial services, processing, client support, and lending operations.
Escrow Officer
Expanded into transaction coordination and relationship work across the real estate process.
Senior Client Advisory Roles
Relationship-driven work across lending, sales, and consultative client communication.
Automation & Digital Support
Extending into CRM systems, website support, automation tools, AI workflows, and business operations.
Skills that travel well across industries
Helping ideas become everyday progress
At Coffee X Media, Marcos helps turn ideas into practical ways of working. He supports the brands with CRM systems, automation, AI tools, websites, and day-to-day operations. Whether he’s organizing a workflow or helping a team put a new tool to use, his focus is on making work easier to manage and keeping things moving.
Reducing repetitive tasks and making it easier for work to move between people and tools.
Using AI tools thoughtfully to speed up research, content support, and task execution.
Working with Close.io and other CRM tools to help teams keep track of leads and conversations.
Contributing to websites, operational tools, and the systems that help small brands function better.
Let’s talk about what’s next.
Have a role in mind, a client-facing opportunity, or a business that could use help getting organized? Connect with Marcos on LinkedIn to start a conversation.