Customer Support executive

Role & Responsibilities

Head and manage work intake and overall design project assignment process.

Interpreting abstract business concepts and turning them into creative ideas.

Head and direct team providing key ideas, methods and brand positioning.

Developing strategic design plans with projected timelines.

Pitching ideas and the creative vision and communicating the project outline to the design team.

Choosing the design elements for different projects.

Overseeing the design projects, from start to finish, and monitoring the team members.

Analyzing market research to create more effective designs.

Ideal Candidate

A minimum 8 years of managerial or senior-level design experience.

Strong creativity skills and the vision to turn briefs into creative projects.

Excellent leadership, organization, and analytical skills.

Good collaboration and communication skills.

Great time management and multitasking skills.

Ability to resolve complex design and communication issues.

Ability and experience of having led a team and deliver projects on timelines.

🔥 WE ARE HIRING – STORE MANAGER

📍 Ahemdabad | 👟 Leading Footwear Brand

💼 2–10 Years Experience

💰 CTC: ₹35,000/month

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?

• 2 to 4 years experience in Setting up the Automation testing environment
• CI/CD pipelines, writing API test cases, Selenium test cases
• Knowledge of Jenkins, JMeter, Fiddler & Postman is a must
• Have knowledge on Jenkins and CI/CD continues integration tool
• Automation Testing and hands-on experience in the creation of Automation Framework using SELENIUM WEB DRIVER
• Automation using Selenium with JAVA to test web-based application
• Qualifications - BE/Btech/MCA

1. Work closely with design, product management, and development teams to create elegant, usable, responsive, and interactive interfaces across multiple devices.
2. Turning UI/UX designs into prototypes, creating awesome interactions from designs, writing reusable content modules, and maintainability of the code.
3. Implement UI development principles to ensure that the product client-side serves at scale.
4. Review and optimize app usage by monitoring key metrics and rectifying the issues proactively.
5. An ability to perform well in a fast-paced environment and bring in optimal flow for rapidly changing design/ technology.
6. Developers should be team player or should work individually when required.
7. Developer should work parallel to backend developers.

1. 1 to 2 years of relevant work experience as a web developer, UI developer, JavaScript expert, or frontend engineer
2. Proficiency in HTML, CSS, JavaScript, and jQuery.
3. Good understanding of APIs and how to use them to get the work done fast.
4. Proficiency in writing clean and optimized code.
5. Familiar with UI layouts, SASS, Bootstrap, and the CSS GRID system.
6. Experience debugging using popular JavaScript-based tools like Chrome Developer Console.
7. Knowledge of ReactJs/VueJs & Python will be a plus