Admission Counselor

Job Description:

• Work primarily with PHP, object-oriented design, Unit testing techniques, debugging techniques, HTTP, MySQL and Apache.
• Basic understanding of front-end technologies, such as JavaScript, HTML5, and CSS3
• Must possess a strong understanding of Object-Oriented technology.
• Understand the specifications to define system requirements.5

Request for Proposal (RFP): AI Receptionist for Helvetica Incoming Broker Calls

Company Overview

Helvetica Group is a direct commercial real estate lender and investment bank, specializing in providing alternative financing solutions for complex real estate transactions. We focus on fast, innovative, and common-sense underwriting to serve brokers, investors, and borrowers nationwide.

Website: helveticagroup.com

Project Overview

We are seeking an experienced AI Engineer to design and implement an AI Receptionist using Retell AI and Make (formerly Integromat). This AI Receptionist will handle incoming broker calls, collect loan request details, integrate with Salesforce, and automate follow-up communications.

Scope of Work

The solution should:

1. Receive Incoming Calls

• Integrate with our phone system and Retell AI to answer broker calls professionally.
• Detect caller intent and initiate a structured loan intake conversation.

1. Prompt Loan Request Details

• Use natural language conversation to gather key loan scenario data:
• Borrower and broker information
• Property type, location, value
• Loan amount requested, purpose, and timeline
• Any special circumstances (e.g., foreclosure bailout, BK buyout, etc.)

1. Data Handling & Automation

• Send collected call details to Salesforce as a new Lead.
• Email a summary of the loan request to our broker group.
• Send an automated confirmation email to the caller.
• Send an SMS confirmation text to the caller with a thank-you and next steps.

1. Integration Requirements

• Use Retell AI for call handling and voice interactions.
• Use Make for workflow automation (Salesforce, email, SMS).
• Ensure all data flows securely and complies with applicable regulations.

Deliverables

• Fully functional AI Receptionist integrated with our systems
• Retell AI call flow design and scripts tailored to Helvetica's lending guidelines
• Make (Integromat) scenarios for:
• Salesforce lead creation
• Email notifications (internal and external)
• SMS confirmation to caller
• Documentation for setup, maintenance, and future scaling
• Optional: Dashboard for call analytics and performance monitoring

Skills Required

• Experience with Retell AI (or similar conversational AI voice platforms)
• Expertise in Make (Integromat) or similar workflow automation tools
• Strong knowledge of Salesforce API integrations
• Experience with Twilio or other SMS/email APIs is a plus
• Understanding of secure data handling and compliance (preferred)

Proposal Requirements

Please include in your proposal:

• Relevant experience with Retell AI, Make, and Salesforce integrations
• Portfolio of similar AI automation projects (voice + CRM)
• Estimated timeline for project completion
• Proposed budget and pricing structure
• Any additional recommendations to enhance this solution

Timeline

• Proposal Submission Deadline: [Insert Date]
• Project Kickoff: [Insert Date]
• Expected Completion: Within 4-6 weeks from kickoff

Budget

We are open to proposals with fixed price or hourly rates. Please provide a clear breakdown of your pricing.

How to Apply

Submit your proposal directly through Upwork, including all requested details.

Would you also like me to include:

• Sample call flow conversation script (to attract engineers who understand the flow)?
• Technical architecture diagram (for clarity on integrations)?
• I can draft both to include in your posting. Shall I proceed?

• Clarify feature requirements with the product team
• Design end to end feature flow
• Write scalable and bug-free code
• Take care of test and deployment pipeline
• Maintaining the existing products

Skill Sets:

·         Familiarity with commercial ad serving platforms such as OpenX, DFP, DFA etc.

·         Excellent presentation and storytelling skills with PowerPoint.

·         Experience with Excel/Pivot tables.

·         Excellent diagnostic skills.

·         Technical acumen to understand how to design campaigns that optimize the use of our tech platform.

·         Superior time management and multi-tasking skills.

·         Willingness to do whatever it takes to get the job done.

Job Location - Verse Innovation, Helios Business Park, 11th Floor, Wing E, Outer Ring Rd, Kadubeesanahalli, Bengaluru, Karnataka 560103

• 4 - 5 years of system engineering experience on any programming language such as Java / .net / Python / angular
• Must have delivered 5 to 6 real time integration engagements for Archer
• Must have experience in developing Custom Objects on Archer to call deployed APIs or Archer’s internal APIs
• Must have strong expertise in developing multi-threaded, scalable applications to support heavy data transactions
• Must have strong expertise in designing applications with architectural patterns such as MVC
• Great to have exposure to DevOps or DevSecOps
• Great to have exposure to source code review or secure coding practices

Job Responsibilities

• Manage, coordinate and arrange senior executives travel and travel-related activities, including hotel booking, transportation, and meal coordination
• Acting as the point of contact among executives, employees, clients and other external partners
• Manage correspondence flow in a timely and accurate manner
• Manage the MDs calendar and set up meetings
• Format information for internal and external communication memos, emails, presentations, reports
• Help prepare for meetings and accurately record the minutes from meetings.
• Screen and direct phone calls and distribute correspondence
• Organize and maintain the office filing system
• Maintain professionalism and strict confidentiality with all maters pertaining to the Company and all the senior executives.

Skills and Qualifications

• 4 - 8 years experience in a similar role reporting directly to upper management
• Excellent written and verbal communication skills
• Strong time-management skills and the ability to organize and coordinate multiple projects at once
• Proficiency in Microsoft Office, Virtual meeting platforms (Zoom, Google Meet etc) with an aptitude to learn new software and systems
• Familiar with international travel arrangements
• Flexible team player willing to do what it takes to get the job done; adaptable and enjoys a challenge
• Ability to maintain company confidences

Only Male Cadidate 

Must have Experience in HR field 

Skill requirement: 4+yrs exp in outbound sales and lead generation in a similar industry.  Excellent communication skills are a must. IT background preferred.

JD

1. Generate quality Leads from Online Sources starting by Searching the database ( Linkedin, Twitter, Facebook etc) or target audience (B2B) from the internet or other sources till generating suspects and prospects for the Sales Closure team
2. Locate the right person in the organization and Make the first pitch
3. Send solutions and Services marketing collateral/ material over email
4. Follow up, pitch, and convince the customer to try us/take a demo or free trial of services wherever we offer. 
5. Schedule an online meeting or discussion or chat with interested suspects through skype/phone for the sales closure team 
6. Use our sales CRM tool, and update it at every step of the process.
7. Maintain and build up a regular ongoing relationship with your suspects through skype, LinkedIn and other online social network sites sources
8. Validate Leads by following our Sales qualification process
9. Responsible for Data Mining and Market Research through the internet, Building databases, Proficient in secondary research.

• With the support of product managers and engineers, collect and analyze user demands. 

• To show design concepts, use storyboards, process flows, and sitemaps. 

• Menus, tabs, and widgets are examples of visual user interface components.

• Make page navigation buttons and search fields. 

• Make UI mockups and prototypes that demonstrate how websites function and look. 

• Create original graphic designs (e.g. images, sketches, and tables) 

• Internal teams and significant stakeholders should be given rough draughts to review. 

• Identify and fix user experience issues (e.g. responsiveness) 

• Make layout adjustments based on user input. Follow the requirements for typeface, color, and image style.

• High-performance reusable components and future-proof front-end frameworks.

• Create new user-facing features as well as reusable code. 

• Write efficient, performant code to achieve optimal web application performance and scalability. 

• Identify design flaws and provide attractive remedies.

• Assuring software compatibility and responsiveness across a range of screen resolutions. 

• To reach your objectives, collaborate with product managers and designers.