Inside sales executive

Job Description

Sr Executive – Accounts Receivable

Location: Andheri, Mumbai

Key Responsibilities

Collections Strategy & Management

 Develop and implement strategies to ensure mely collec on against invoices and billing.

 Monitor outstanding receivables, iden fy overdue accounts, and implement follow-up

mechanisms.

Team Leadership and Stakeholder Coordination

 Lead, mentor, and manage the collections team for op mal performance.

 Collaborate with sales, opera ons, and finance teams to resolve disputes and ensure

smooth collec ons.

 Communicate with customers professionally to resolve billing discrepancies and ensure timely payments.

Process & Technology Optimization

 Streamline billing and collection processes for efficiency and accuracy.

 Leverage ERP or other finance systems for tracking invoices, payments, and aging reports.

 Introduce automation and reporting dashboards to improve tracking and decision-making.

Reporting & Analysis

 Prepare regular reports on receivables, collection efficiency, and overdue accounts.

 Provide insights to senior management for cash flow planning and strategic decisions.

 Maintain proper documentation for audits and internal controls.

Key Skills & Competencies

 Strong understanding of accounts receivable, billing, and collec ons processes.

 Good communication on and problem-solving skills for customer interaction on.

 Knowledge of ERP/finance so ware and repor ng tools.

Qualification & Experience

 Graduate / Postgraduate in Finance, Commerce, Bank and Insurance or related field.

 3 – 5 years of experience in accounts receivable/collections, preferably in financial services

or BFSI sector.

 Proven experience leading a collections team and optimizing billing processes.

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?

Role: Director of Field Sales

About the Role

If you have a flair for the field, you love achieving targets, thrive in managing large teams, enjoy the blend of the chaos & the nuances of data, with a dream to take this from a 12 cr to a 50 Cr team (ARR), then we would love to have a chat with you.

We envisaged this vertical to drive and tap the unlimited potential of the retail market across India. It's a wonderful problem to solve considering the vertical has grown 6X in 12 months.

As the Director of Field Sales, you will be responsible for leading a large sales team and driving revenue growth for the company. You will work closely with the executive team to develop and execute the company's sales strategy, while also managing the day-to-day operations of the sales team.

What you will be doing

● Develop and execute a comprehensive sales strategy that drives revenue growth for the company

● Build and lead a high-performing sales team of 200+ that consistently exceeds sales targets

● Develop and maintain strong relationships with key customers and partners

● Analyze sales data and market trends to identify opportunities for growth

● Manage the sales budget and ensure that all sales activities are aligned with the company's financial

goals

● Develop and implement sales training programs to ensure that the sales team is equipped with the skills

and knowledge needed to succeed

● Ensure that all sales activities are in compliance with company policies and procedures

● Provide regular updates to the executive team on sales performance, market trends, and other key

metrics

What we are looking for

● Someone with 10 + years of experience managing a sales team in product-based start-up

● Someone who has successfully managed field sales of more than 200 people in the past

● Someone who has seen a scale of at least 50 crore net revenue per annum

● Someone who is analytically strong and has a good grip on numbers

• Themselves Make Outbound Calls to Prospects
• Manage a Team of 1-3 Sales Guys.
• Leading Sales teams to reach Sales targets.
• Provide detailed and accurate sales forecasts.
• Recruit, hire, and train sales team.
• Maintain a proper follow up format with whole team
• Explaining the services of Hedgehomes over call and in person to the clients
• Assisting the Prospects in site visits to various real estate projects briefing them
  about the pros and cons of individual location and project.
• Analyzing the requirement of the prospect and finding a suitable project for him/her.
• Supporting business development through active lead nurturing and developing prospect relationships
• Work on CRM software tools.