Business Development & Sales Executive

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?

Job Title: Customer Relationship Manager

Job Summary: We are seeking an experienced and customer-focused individual to join our team as a Customer Relationship Manager. The ideal candidate will have 2 to 6 years of experience in customer relationship management, with a proven track record of building and maintaining strong client relationships. The CRM will be responsible for ensuring customer satisfaction, resolving issues, and identifying opportunities to enhance the customer experience.

Responsibilities:

1. Serve as the primary point of contact for assigned clients, maintaining regular communication to understand their needs and concerns.
2. Build and nurture long-term relationships with clients through proactive engagement and personalized support.
3. Act as a liaison between clients and internal teams, ensuring timely resolution of customer inquiries, requests, and escalations.
4. Collaborate with sales and marketing teams to identify opportunities for upselling, cross-selling, and new business development.
5. Conduct regular account reviews with clients to assess satisfaction levels, gather feedback, and identify areas for improvement.
6. Analyze customer data and trends to identify patterns and anticipate future needs, proactively addressing potential issues.
7. Develop and implement customer retention strategies to minimize churn and maximize lifetime value.
8. Monitor key performance indicators (KPIs) related to customer satisfaction, retention, and loyalty, reporting findings to management.
9. Stay updated on industry trends, best practices, and emerging technologies in customer relationship management.
10. Utilize CRM software to maintain accurate customer records, track interactions, and manage workflows effectively.

Requirements:

1. Bachelor's degree in Business Administration, Marketing, or related field; or equivalent work experience.
2. Proven experience in customer relationship management, with 2 to 6 years of relevant experience.
3. Excellent interpersonal and communication skills, with the ability to interact effectively with clients at all levels.
4. Strong problem-solving and conflict resolution abilities, with a focus on delivering positive outcomes for customers.
5. Ability to prioritize tasks, manage multiple projects simultaneously, and meet deadlines in a fast-paced environment.
6. Results-oriented mindset with a commitment to achieving customer satisfaction and retention goals.
7. Proficiency in CRM software (e.g., Salesforce, HubSpot, Zoho CRM) and Microsoft Office Suite.
8. Strong analytical skills, with the ability to interpret data and derive actionable insights.
9. Flexibility to adapt to changing priorities and business needs.
10. A proactive and self-motivated approach to work, with a passion for delivering exceptional customer service.

• 2+ years of experience as a react/react-native developer
• Must have skills: ReactJS
• Deep understanding of javascript, typescript and react
• Familiarity with multiple state management techniques
• Knowledgeable about design patterns and their utility in day to day problems
• Worked on and shipped large scale react/react-native applications
• Great product sense; you care about usability and good design
• Strong communication skills
• Bonus if you have worked on Android/iOS apps or nodejs backend.

• Work collaboratively with everyone in the team to deliver best in class user experience
• Write well-crafted, well-tested, readable, maintainable code in typescript and react-native
• Implement pixel perfect designs with advanced interactions, which are a joy to use
• Implement unit and UI automation tests
• Own a feature end to end and ensure its usability
• Continuously discover, evaluate and implement new technologies to enhance user experience
• Support other developers on the team with code reviews, design feedback, and other advice and guidance

Senior Product Analyst

Pampers Start Up Team

India / Remote Working

Team Description

Our internal team focuses on App Development with data a growing area within the structure. We have a clear vision and strategy which is coupled up with App Development, Data, Testing, Solutions and Operations. The data team sits across the UK and India whilst other teams sit across Dubai, Lebanon, Karachi and various cities in India.

Role Description

In this role you will use a range of tools and technologies to primarily working on providing data design, data governance, reporting and analytics on the Pampers App.

This is a unique opportunity for an ambitious candidate to join a growing business where they will get exposure to a diverse set of assignments, can contribute fully to the growth of the business and where there are no limits to career progression and reward.

Responsibilities

● To be the Data Steward and drive governance having full understanding of all the data that flows through the Apps to all systems

● Work with the campaign team to do data fixes when issues with campaigns

● Investigate and troubleshoot issues with product and campaigns giving clear RCA and impact analysis

● Document data, create data dictionaries and be the “go to” person in understanding what data flows

● Build dashboards and reports using Amplitude, Power BI and present to the key stakeholders

● Carry out adhoc data investigations into issues with the app and present findings back querying data in BigQuery/SQL/CosmosDB

● Translate analytics into a clear powerpoint deck with actionable insights

● Write up clear documentation on processes

● Innovate with new processes or ways of providing analytics and reporting

● Help the data lead to find new ways of adding value

Requirements

● Bachelor’s degree and a minimum of 4+ years’ experience in an analytical role preferably working in product analytics with consumer app data

● Strong SQL Server and Power BI required

● You have experience with most or all of these tools – SQL Server, Python, Power BI, BigQuery.

● Understanding of mobile app data (Events, CTAs, Screen Views etc)

● Knowledge of data architecture and ETL

● Experience in analyzing customer behavior and providing insightful recommendations

● Self-starter, with a keen interest in technology and highly motivated towards success

● Must be proactive and be prepared to address meetings

● Must show initiative and desire to learn business subjects

● Able to work independently and provide updates to management

● Strong analytical and problem-solving capabilities with meticulous attention to detail

● Excellent problem-solving skills; proven teamwork and communication skills

● Experience working in a fast paced “start-up like” environment

Desirable

• Knowledge of mobile analytical tools (Segment, Amplitude, Adjust, Braze and Google Analytics)
• Knowledge of loyalty data

• Gathering business and functional requirements.
• Developing requirements documents: goal model, functional modeling, business process, customer interactions/wireframes; writing high-level user requirements (Epics and User Stories) and Process flows/analysis in JIRA
• Preparing use cases and formal requirements documentation.
• Analyzing and simplifying the requirement scenarios and be able to write prerequisites, Acceptance Criteria. Work closely with the business and technology to gather & write end to end business testing requirements and acceptance criteria.  
• Ensuring that releases are getting completed as per timeline and quality by working closely with the product delivery team and keeping daily track of progress.  
• Coordinate UAT activities prior to new product releases and client onboarding events including tracking of defects and progress of resolution.
• Escalation of issues in a timely manner.
• Ensure adherence to audit, SLA and operational standards.
• Demonstrations of new functionality to business and technology users.  
• Work in tandem with the Documentation team to produce user manual and system documents.
• Work closely with the support team to ensure timely knowledge transfer  
• Providing analysis and support for the project management, application development, and QA teams throughout the development lifecycle.
• Acting as a liaison between the technology department and other business units.
• Working on RFI or RFP proposals. Participating in process studies or pre-sales process of responding to RFI, RFP, and proposals.
• Leading business and technical analysis sessions to support new development efforts to meet current and projected business needs.
• Quickly understanding the business issues and data challenges of clients organization and industry.
• Providing expertise on the system's capabilities/limitations as it relates to business goals.
• Preparing impact and opportunity assessments regarding the cost/benefit of proposed projects.
• Aligning stakeholders on business requirements, system requirements, program functions, and strategy.

• 4 + years of hands-on experience with software applications as a BA
• Proficient with tools like Jira, Confluence, Wiki, Ms-Word, Excel, and Visio, etc. 
• Have a good experience of the Agile Process(SCRUM) 
• Can validate, refine and optimize solution option models, Through analysis of options, can select the option with the greatest business benefit bearing in mind the customer's & product objectives
• Can form a recommendation or recommendations, with justification, to the decision making authority/s, Applies effective influencing strategies to enable Decisions.
• Is able to take fresh views and avoid rigid thought patterns, Is prepared to investigate and challenge the unknown, Applies common sense and doesn't go over the top
• Comprehends end to end business life cycle and stated/unstated needs of the customer in order to provide value  
• Shows a good understanding of the domain and visualize new features and requirements from industry best practice and document them for technical implementation  
• Is clear and concise and writes in a format which is focused on the reader, avoids unnecessary detail, Documents are presented in a professional format with good spelling and grammar, clearly identifying any missing or incomplete content.  
• Demonstrates active listening and values others input/expertise, diversity of views/opinions and responds appropriately.   

• B Tech/BE or M.Tech/ME in Computer Science or equivalent from a reputed college.
• Experience level of 7+ years in building large scale applications.
• Strong problem solving skills, data structures and algorithms.
• Experience with distributed systems handling large amount of data.
• Excellent coding skills in Java / Python / Node / Go.
• Very good understanding of Web Technologies.
• Very good understanding of any RDBMS and/or messaging.

About the Backend Developer

We are looking at a diligent, driven, passionate person for our efforts on engagement and retention of our customers (schools) in a high growth environment. Backend Developer will be the face of the organisation for the schools that are using the platform on a day to day basis. The Developer will interact with the schools via the chat support and email requests and resolve any issues that the schools might be facing in using the platform or extend any support they might be needing to use the platform to its fullest.

• As a Backend Developer, you will play a major role in, developing and deploying high-quality web platforms. In this multifaceted role, you will get the opportunity to work along curriculum experts, teachers, and students, and user-test the product in real school settings.   
  
  Preferred Qualifications/Skills
  
  * Frameworks & Technologies: Node.js
  * Database: PostgreSQL, SQL
  * Tools: Git basics, Scripting basics
  * Soft Skills: Having a bias towards action, a good sense of design, empathy, and good communication skills 
  * Excellent written and oral communication skills
  * Great interpersonal skills
  
  About Toddle:  ( http://www.toddleapp.com/" target="_blank">www.toddleapp.com ) 

Job Description:

1. At least 3+ years’ experience into web front end/full stack development

1. Proficient in Object Oriented JavaScript programming and working with JS frameworks on both client and server-side

1. In depth knowledge and working experience in full stack development, for example in Node JS and Mongo DB based implementations as a MEAN stack dev

1. Experience implementing applications using Sails.JS, Angular or ExpressJS frameworks

1. Have hands on knowledge in database technologies, preferable NoSQL databases, such as, MongoDB, Cassandra, etc.

1. Experience with design patterns and building applications from scratch is a plus
2. Thorough understanding and exposure to API integrations, especially RESTful-based web services in JSON
3. Continuous integration (Jenkins/Hudson) and version control (bitbucket, Git etc).

We are looking for a competitive and trustworthy Sales Executive to help us build up our business activities.

Sales Executive responsibilities include:

1. New Sale
2. Deal closure
3. Target achievement  

• Actively seek new sales opportunities through cold calling and networking.
• Set up meetings with potential clients and listen to their requirements and concerns
• Prepare and deliver appropriate presentations on products and services
• Ensure the availability of stock for sales and demonstrations
• Negotiate/close deals and handle complaints or objections

• Local Market knowledge
• Proven experience as a Sales Executive or relevant role
• Proficiency in English
• Excellent knowledge of MS Office
• Thorough understanding of sales and negotiating techniques
• Fast learner and passion for sales
• Self-motivated with a results-driven approach
• Aptitude in delivering attractive presentations
• Graduate/BBA/MBA