Functional & Automation Test Analyst

We are looking to hire a UX Designer with 5–6 years of experience with a UX and UI design skillset, specifically within the financial services domain. Below are our key requirements for this role:

1. Proven experience in the NBFC or fintech sector
2. Strong understanding of financial workflows, dashboard design, and data visualization
3. Hands-on experience designing user journeys and interfaces for transactional platforms, lending products, or investment dashboards
4. Ability to translate complex financial processes into intuitive user experiences
5. Familiarity with compliance-driven design considerations in BFSI environments
6. Proficient in design tools like Figma, Sketch, or Adobe XD
7. Collaborative mindset and ability to work closely with product, business, and engineering teams

-The role which we are hiring is of Individual Contributor.

-Framework and principles of React Native

-Architecture patterns

-Redux

-IOS & Android

-Redux Saga.

-TypeScript/JavaScript

-Class/Functional Components

-Hooks

-NFRs(Accessibility, Unit test cases)

-Component Lifecycle events

-Knowledge of Flat list, Flexbox, UI creation

-High Order Components

-Security and Performance aspects

-Native bridging

-Code Push

-App Distribution and deployment

-SSL Pinning

-Navigation concepts

-Networking

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?

Key Skills/ Knowledge:

• Experience with React or any JS frontend frameworks
• Experience with, HTML5, CSS3 and CSS pre-processor like SASS or LESS.
• Proficient in JavaScript, including DOM manipulation
• Understanding of React and its core principles
• Experience with React workflows (such as Redux)
• Familiarity with the newer specification of JavaScript (ES6 or newer)
• Experience working with JSON
• Experience building accessibility compliant web applications
• Familiarity with code versioning tools (git)
• Familiarity with browser testing and debugging
• Familiarity with unit testing
• Experience working in an Agile environment
• Ability to understand business requirements and translate them into technical requirements

Responsibilities:

• Consult with users, clients, and other technology groups on issues, and recommend programming solutions, install, and support customer exposure systems
• Apply fundamental knowledge of programming languages for design specifications.
• Analyze applications to identify vulnerabilities and security issues, as well as conduct testing and debugging
• Serve as advisor or coach to new or lower level analysts
• Identify problems, analyze information, and make evaluative judgements to recommend and implement solutions
• Resolve issues by identifying and selecting solutions through the applications of acquired technical experience and guided by precedents
• Has the ability to operate with a limited level of direct supervision.
• Can exercise independence of judgement and autonomy.
• Acts as SME to senior stakeholders and /or other team members

Qualifications:

• Minimum 6 years of total IT experience
• Minimum 4 years of Appian development experience
• Good logical and reasoning skills
• Consistently demonstrates clear and concise written and verbal communication
• Demonstrated problem-solving and decision-making skills
• Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
• Ability to read requirements and independently work on a project with minimal supervision

Education:

• Bachelor’s degree/University degree or equivalent experience

Purpose of the Role

To design and implement the Peak AI System - a new system of intelligence that allows companies to quickly harness the power of AI.

The Opportunity 

Peak are a Decision Intelligence company - where we are democratising AI for every business and building a great company that everyone loves being part of. We are on a mission to help organisations use AI to make great commercial decisions, all the time. Just as importantly, we are also focused on building an amazing company: one where we truly value our people & culture, and strive to make an amazing and diverse place to work. Our recent Best Companies award & World class accreditation for being one of the top companies to work for is a testament to this.

We have ambitious plans over the coming years - to create and lead a new category of enterprise software; the decision intelligence system (Decision Intelligence), expand our operations and create the best working culture possible. This is a great time to join Peak and the Engineering team, as we start the next stage of our global growth.

The Role

Based in Jaipur or Pune, you will be working in a collaborative team on cutting edge technologies in a supportive and dynamic environment. Ultimately you are responsible for building the CODI and on-boarding new clients - this involves:

• Developing a good understanding of the solutions which Peak delivers, and how these link to Peak’s overall strategy.
• Making suggestions towards shaping the strategy for a feature and engineering design.
• Managing own workload and usually delivering unsupervised. Accountable for their own workstream or the work of a small team.  
• Understanding Engineering priorities and is able to focus on these, helping others to remain focussed too
• Acting as the Lead Engineer on a project. Helps ensure others follow Peak processes, such as release and version control.
• An active member of the team, through useful contributions to projects and in team meetings.
• Supervising others. Deputising for a Lead and/or support them with tasks. Mentoring new joiners/interns and Masters students. Sharing knowledge and learnings with the team.

Required Skills and Experience

We are building a team of world class engineers in Jaipur, essentially we are looking for bright, talented engineers looking to work at the cutting edge of practical AI.

• Acquired strong proven professional Front End Development experience.
• Proven track record and experience working on Javascript and front end frameworks like React (preferred) and Angular
• Knowledge and experience working with Node.js, Go or any other back end programming language is a plus .
• Experience of turning UI/UX designs to applications and keen interest in the UI/UX side of an application. 
• Able to build prototypes quickly and work with the product teams to test a concept. 
• Demonstrable experience in building front end or UI/UX development practices in previous jobs. 
• Building and implementing a product on cloud based infrastructure.
• Good understanding of Microservice Architecture, Cloud Technologies, CI/CD and Serverless.
• Ability to document requirements and specifications.
• A naturally inquisitive and problem-solving mindset.
• Strong experience in using Agile Methodologies such as Kanban or Scrum to build quality software.
• Good communication skills.

As well as doing great work we have created an award-winning, fun and exciting workplace that people love to be, we are looking for people to join us who share our values and are:

• Open - Always up for new ideas and able to take and give feedback in a positive way.
• Driven - sets high goals, doesn’t give up, and make sacrifices to ensure that their job gets done on time and meets/exceeds expectations.
• Curious - Aware of new technologies and uses them to make new improvements in the Engineering ecosystem.
• Smart - Innovative and thinks out of the box, in difficult situations finds a way to succeed no matter what 
• Responsible - takes ownership of tasks given and has a strong work ethic.

About Peak

In an age when becoming AI and data-driven is one of the most important things businesses must do, it can also be one of the most challenging. That’s where Peak comes in; our CODI system sits at the heart of our client’s businesses, enabling the rapid unification, modelling and - most importantly - use of data - helping decision makers make great commercial decisions, powered by AI. All supported by our world-class data science team.

Founded in 2014, Peak has grown rapidly, in line with the world’s fastest growing SaaS companies, winning numerous awards and attracted significant funding to support the company’s ongoing investment in machine learning and AI technologies. All to further our mission to become the world’s leading AI System business.

Headquartered in Manchester, Peak also has offices in London, Edinburgh, Jaipur and Brisbane. Our clients include some of the world's leading retailers, manufacturers and well-known brands alongside highly innovative and tech-savvy businesses. Peak is an Amazon Web Services (AWS) Partner, and holds Machine Learning Competency and Retail Competency status.