Inside Sales Lead

Strong Computer Networks & Operating Systems Profile

Mandatory (Experience): Must have 2+ years of hands-on experience in Computer Networks and OS

Mandatory (Skills 1): Must be Proficient in Linux/Unix commands and practical coding knowledge

Mandatory (Skills 2): Must have strong Knowledge of Operating System and Network fundamentals like SI & TCP/IP models, Protocols(TCP, UDP, IP), Firewalls, VPNs, encryption (SSL/TLS), Process scheduling, multitasking, memory management etc

Mandatory (Exclusion): Don't source from Physicswallah and Scaler (No hire policy)

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?

We're looking for a talented and client-focused Salesforce Consultant to lead the design, implementation, and optimization of Salesforce solutions tailored to our clients’ unique needs.

Role Overview:

As a Salesforce Consultant, you will work directly with clients to understand their business requirements, configure and customize Salesforce solutions, and ensure successful deployment. Your deep Salesforce expertise and strategic mindset will be instrumental in delivering high-impact CRM initiatives.

Key Responsibilities:

• Lead end-to-end Salesforce implementations and enhancements for clients across industries.
• Conduct discovery workshops to gather and document business requirements.
• Design scalable Salesforce solutions, ensuring alignment with client goals and best practices.
• Configure Salesforce objects, fields, workflows, reports, dashboards, and automation rules.
• Collaborate with internal stakeholders, developers, and third-party vendors to deliver high-quality solutions.
• Provide user training, documentation, and post-deployment support.
• Stay current with Salesforce releases and recommend system improvements.

Requirements

• 3+ years of experience working as a Salesforce Consultant, Admin, or Business Analyst.
• Strong understanding of Salesforce Sales Cloud, Service Cloud, and CRM workflows.
• Hands-on experience with configuration (custom objects, flows, validation rules, etc.).
• Proven ability to translate business needs into technical requirements and Salesforce configurations.
• Excellent communication, stakeholder management, and problem-solving skills.

Key Responsibilities

• Analyze and understand business processes and requirements to develop effective technical solutions.

• Assist in the planning, designing, development, of new applications and enhancements to existing applications.

• Collaborate with IT team members, decision makers, systems owners, and end users to define business requirements and systems goals, and identify and resolve business systems issues.

• Prepare functional specification documents in accordance to new business requirements.

• Ensure compatibility and interoperability of business software applications.

• Review and analyze the effectiveness and efficiency of existing systems and develop strategies for improving or further leveraging these systems.

• Assist in the deployment of new applications and enhancements to existing applications.

• Identify, assess, and recommend software solutions and implementation partners to management.

• Perform cost-benefit and return on investment analyses for proposed systems to aid management in making implementation decisions.

• Participate and sometimes drive IT projects to ensure that system requirements and data engineering needs are addressed throughout the project life cycle.

• Create systems models including integration points, specifications, diagrams, and charts to provide direction to internal stakeholders and third parties.

• Coordinate and perform in-depth tests, including end-user reviews, for modified and new systems.

• Provide orientation and training to end users for all modified and new systems.

Qualifications & Experience

• Minimum Bachelor’s degree in Information Technology, Computer Science, or related field.

• Minimum of 5 years of experience in related fields with 3 to 4 years in systems and/or functional analysis.

• Proven experience in analysing, designing, and implementing information systems.

• Strong understanding of business processes and technical systems.

• Hands-on skills in SQL and databases (e.g. Oracle, SQL Server).

Other Prerequisites

• Excellent problem-solving skills and the ability to work under pressure. • Good project management skills.

• Excellent written and oral communication and interpersonal skills.

• Ability to conduct research into systems issues and products as required.

• Ability to communicate ideas in both technical and user-friendly language.

• Highly self motivated and directed.

• Keen attention to detail.

• Proven analytical and creative problem-solving abilities.

• Strong customer service orientation.

• Experience working in a team-oriented, collaborative environment

Job Title                         - Senior Financial Data Analyst.

Experience Required    - 2 - 4 years.

Job Location                 - Gurugram (Haryana).

Salary Offered              - As per industry standard.

Selection process         - Aptitude test followed by F2F interview and Final HR interview

Qualification                  - MBA Finance

Shift                              - Night Shift                                                           

About Nirvana

Nirvana Solutions is a financial technology & services provider that delivers integrated and modular front, middle and back office solutions to a wide array of financial firms, including hedge funds, private equity firms, asset managers, prime brokers, and fund administrators. Nirvana's ability to electronically ingest data from the inception of a portfolio and seamlessly integrate its day to day workflow from front to back office, makes it stand out from the crowd. The complexity of the application poses interesting challenges and facilitates multitude of learning opportunities to the one who wants to dive in. A Nirvana, we strive to build a close-knit competitive team environment. We believe in team players. A successful team gives better results than an accomplished individual. For further information about us, please visit our website http://www.nirvanasolutions.com/">www.nirvanasolutions.com. Nirvana solutions headquarter is in the financial capital of the world - Manhattan, NY, USA. Our offshore development center is in Gurugram, it plays an especially important and critical role in the overall business of the company.

Job Responsibilities:

• Provide Data Management services and client support in production environment and perform daily processes including but not limited to data import, P&L Calculation and P&L reconciliation.
• Perform daily client operation – Data Capture, Reconciliation etc.
• Understanding Functionality and workflow of application.
• Qualitative and quantitative review of monthly client reporting

Required Skills:

• Candidate must have good aptitude and problem solving capabilities.
• Good Knowledge of MS Excel is a must.
• Should have experience in handling clients
• Basic understanding of financial domain concepts like Equities, Derivatives etc.
• Experience on any financial product or platform will be a plus
• Certification in financial markets like NCFM or any other similar courses during graduation will be a plus
• Ability to write macros in Excel will be a plus

Other important skills:

• Self-driven and motivated and excellent communication skills verbal and Written (English)
• Excellent team player gives more importance to team achievements than individual.
• Good logical and analytical ability.
• Ability to quickly fit into the team, become a contributing member and mentor colleagues
• Self-sufficient – ability to learn quickly with a desire to progress
• Strong interpersonal skills

Why “Nirvana”

• Work on the Test environment which gives you an opportunity to enhance and modify with respect to your desired skills.
• Opportunity to become a subject matter expert by way of certifications and relevant assignments.
• Get early opportunity to take product ownership for fast-paced growth.
• Latest software engineering practices.
• Opportunity to directly work with top leadership and be recognized for the good work.
• Take the initiative to implement new technology/frameworks/processes to delight our clients with a wonderful product.
• Exposure to the finance domain (Security Markets) is one of our distinctive advantages.
• A conducive working environment with several employee benefits.
• Friendly Culture.
• 5 Days Working

HR SPOC

Trisha Chandra/ Saudhabh Sarvadhikary

https://www.google.com/maps/place/Nirvana+Solutions/@28.5035201,77.0851009,15z/data=!4m5!3m4!1s0x0:0x5c2ddc6c06cc0229!8m2!3d28.5035201!4d77.0851009">Nirvana Solutions, Gurgaon, Haryana