CRM & Website Support

I am a small business owner in the insurance industry (health, Medicare, and life insurance) based in the United States. I am looking for an experienced technical specialist to help me manage, complete, and improve my CRM system and business website on an ongoing, as-needed basis.

This is a long-term opportunity for the right person. I need someone who takes ownership, solves problems at the root level, and communicates clearly — not someone who applies quick fixes and moves on.



My CRM is custom-built but not fully completed. I need someone who understands how a CRM should function in a real business — including client tracking, workflows, and integrations with email and forms.

My website is hosted on Amazon Web Services (AWS) and has experienced repeated downtime. I am currently being charged every time the site needs to be restored, and I need someone who can find the root cause, stabilize the system, and prevent this from happening again.



- Audit and evaluate my CRM and website systems
- Complete and improve CRM functionality (data tracking, workflows, automation)
- Set up and manage integrations (email systems, lead forms, website connections)
- Diagnose and permanently fix website downtime and performance issues
- Improve website security and prevent recurring disruptions
- Manage hosting environment, domains, and DNS settings
- Ensure I have full administrative control over all my systems
- Provide clear documentation and recommendations for long-term stability



- Proven experience working with CRM systems in a real business environment
- Strong knowledge of integrations (email platforms, web forms, automation tools)
- Solid backend website experience (WordPress or similar platforms)
- Experience with AWS or similar hosting platforms
- Knowledge of website security, uptime monitoring, and troubleshooting
- Ability to identify and fix root causes — not just temporary workarounds
- Strong English communication and documentation skills
- Reliable, self-directed, and able to work independently



- Fully remote
- Flexible hours, as needed
- Ongoing relationship strongly preferred

**How to Apply**

To be considered, please do ALL of the following:

1. Start your application with the word SYSTEM (applications that do not begin with this word will not be reviewed)
2. Describe your experience with CRM systems and integrations
3. Provide specific examples of systems you have built, fixed, or improved
4. State your hourly rate in USD
5. Submit a **2–5 minute video** explaining:
- How you would audit a CRM and website
- How you would troubleshoot repeated website downtime on AWS
- Your experience with integrations and automation



I need someone I can trust with my systems long-term. If you are experienced, dependable, and take pride in doing things right the first time, I would love to hear from you.