CRM, Spreadsheet & Systems Implementation VA

Ravine Group Insurance Services is a fast-growing commercial insurance agency based in Florida. We specialize in helping business owners, contractors, and trades companies across Florida protect what they have built. We are building out the systems that run our business behind the scenes, and we are looking for one highly organized systems assistant to build our referral partner tracking engine. If you are detail-oriented, structured, and take pride in turning messy information into clean, working systems, we want to hear from you. If you are interested in being considered, please include the word BRIDGE in the subject line of your application message.

This is a build-and-organize role only. You are not creating our referral strategy — we have already designed it. Your job is to take our instructions, templates, and raw contact information and turn them into an organized, working system inside Google Sheets. You will assemble, format, and structure. You will not be asked to invent the plan.

WHAT YOU WILL DO:
— Build and organize our master partner database from the materials we provide
— Create partner categories and statuses (carriers, agents, mortgage brokers, bankers, CPAs, attorneys, restoration companies, contractors, networking contacts)
— Set up outreach and follow-up tracking columns that actually function
— Organize our templates and scripts into the system
— Build a simple referral pipeline: relationship, meeting, follow-up, referral
— Connect related documents and assets so nothing is scattered
— Deliver a short, clear operating checklist at the end

WHAT YOU ARE NOT ALLOWED TO DO:
— Create or change our referral strategy without written approval
— Do any cold outreach or selling — this is not a sales role
— Add new paid software or tools without asking first
— Deliver a half-organized system with missing or duplicated records

WHAT WE REQUIRE:
— Fluent written English and clear communication
— Proven experience building organized spreadsheets, trackers, or simple CRM systems
— Strong attention to detail — categories, statuses, and follow-ups must be exact
— Comfort following written instructions precisely
— Ability to show at least one system or spreadsheet you have built before
— Ability to start within 7 days of offer

WHAT WE PROVIDE:
— Clear written instructions and all the raw materials, templates, and contacts
— A defined structure — you are organizing our vision, not guessing at it
— Milestone-based payment so you are paid as each stage is completed
— Direct feedback and quick answers when you have questions

THE REALITY OF THIS ROLE:
This is a project with a clear finish line. We pay by milestone: database structure, then templates and workflows, then the finished pipeline and checklist. If your work is strong, there is ongoing cleanup work available each month. If you are someone who is energized by taking chaos and making it orderly — this project was built for you.
If you have made it this far, great job — that already tells us something important about you. We do not work with people who skim. Remove the word BRIDGE from your subject line and replace it with the word ANCHOR. Then send your application with a brief message telling us about a system or spreadsheet you have built — what it tracked, how you structured it, and who used it. Do not send a resume alone. Tell us in your own words. Applications without the correct subject line word will not be reviewed.