Media & PR Specialist

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?

About Bajo Foods 

Bajo Foods is India’s one of India’s most innovative D2C Food companies that 

has a clear mission of impacting the health of 100 Million Indians. 

We have been the pioneer in developing a range of authentic Indian Low 

Carbohydrate Food Products using our own inhouse R&D and Innovation 

team. Products that are truly Indian in the habits, taste and texture; yet tested 

extensively to be truly healthy. 

This has made us the leading Food brand in the Keto and Ultra Low Carb 

space; with top ratings and listings on all the Top ECommerce Channels in a 

short span. 

We have innovated not just in the products, but also in distribution channels. We are among a handful of Food brands in India, who operate Cloud Kitchens, along with Packaged Foods; with a presence of over 15 Kitchens across 4 cities. 

We are now ready to move to the next level of our mission, with a new line of 

products that aim to reach out to 100 Million Indians. These products are 

unique first-of-their-kind innovations and address very large Health issues by 

being well tested and Clinically Trialed. 

We are looking at dynamic and smart professionals, who can join us on this mission to help scale the company to reach and improve the health of 100 

Million Indians. 

Job Overview:

The Key Account Manager will be responsible for managing and nurturing relationships with key modern trade clients in the Bangalore region. The ideal candidate will have a strong background in FMCG sales, experience working in a start-up environment, and a proven track record of launching and growing new products in the market.

Key Responsibilities:

1. Develop and maintain strong relationships with key modern trade accounts in the Bangalore region.

2. Identify new business opportunities and expand the company's presence in the modern trade channel.

3. Develop and execute sales strategies to achieve sales targets and increase market share.

4. Collaborate with the marketing team to create and implement promotional activities and in-store visibility for our products.

5. Monitor and analyze sales performance, market trends, and competitor activities to identify opportunities for growth and improvement.

6. Provide regular updates and reports to the management team on sales performance and market insights.

7. Work closely with the supply chain team to ensure timely and accurate delivery of products to clients.

8. Assist in the development and launch of new products by providing market insights and feedback.

Requirements:

1. Bachelor's degree in Business, Marketing, or a related field.

2. Minimum of 5 years of experience in FMCG sales, with at least 2 years in a key account management role.

3. Experience working in a start-up environment is a must.

4. Proven track record of achieving sales targets and successfully launching new products in the market.

5. Strong understanding of the modern trade sales channel and the FMCG industry in the Bangalore region.

6. Excellent communication, negotiation, and relationship-building skills.

7. Ability to work independently and as part of a team in a fast-paced, dynamic environment.

8. Willingness to travel within the Bangalore region.

What We Offer:

1. Competitive salary package with attractive performance-based incentives.

2. Opportunity to work with a passionate and driven team in a rapidly growing start-up.

3. Exposure to new product launches and the chance to make a significant impact on the business.

4. Comprehensive training and development opportunities to enhance your skills and grow within the organization.

If you are a highly motivated, results-driven individual with a passion for sales and FMCG, we would love to hear from you. Apply now to become a part of our exciting journey!

Responsibilities:

- Design, implement, and maintain cloud infrastructure solutions on Microsoft Azure, with a focus on scalability, security, and cost optimization.

- Collaborate with development teams to streamline the deployment process, ensuring smooth and efficient delivery of software applications.

- Develop and maintain CI/CD pipelines using tools like Azure DevOps, Jenkins, or GitLab CI to automate build, test, and deployment processes.

- Utilize infrastructure-as-code (IaC) principles to create and manage infrastructure deployments using Terraform, ARM templates, or similar tools.

- Manage and monitor containerized applications using Azure Kubernetes Service (AKS) or other container orchestration platforms.

- Implement and maintain monitoring, logging, and alerting solutions for cloud-based infrastructure and applications.

- Troubleshoot and resolve infrastructure and deployment issues, working closely with development and operations teams.

- Ensure high availability, performance, and security of cloud infrastructure and applications.

- Stay up-to-date with the latest industry trends and best practices in cloud infrastructure, DevOps, and automation.

Requirements:

- Bachelor's degree in Computer Science, Engineering, or a related field (or equivalent work experience).

- Minimum of four years of proven experience working as a DevOps Engineer or similar role, with a focus on cloud infrastructure and deployment automation.

- Strong expertise in Microsoft Azure services, including but not limited to Azure Virtual Machines, Azure App Service, Azure Storage, Azure Networking, Azure Security, and Azure Monitor.

- Proficiency in infrastructure-as-code (IaC) tools such as Terraform or ARM templates.

- Hands-on experience with containerization and orchestration platforms, preferably Azure Kubernetes Service (AKS) or Docker Swarm.

- Solid understanding of CI/CD principles and experience with relevant tools such as Azure DevOps, Jenkins, or GitLab CI.

- Experience with scripting languages like PowerShell, Bash, or Python for automation tasks.

- Strong problem-solving and troubleshooting skills with a proactive and analytical mindset.

- Excellent communication and collaboration skills, with the ability to work effectively in a team environment.

- Azure certifications (e.g., Azure Administrator, Azure DevOps Engineer, Azure Solutions Architect) are a plus.

Candidate will work in Sales Department too for generating business of Company by selling Digital Marketing Packages.

Candidate will be working on backend operations on the client's accounts at Amazon, Flipkart and Meesho. 

Candidate should have knowledge of Excel Formulas.

Candidate should be an easy learner and needs to be clever enough to understand the backend process easily.  

Candidate should be able to write and understand English.

Candidate should be smart enough to grab the training which will be provided here by our Organization.

Candidate should be open to learning whenever the need arises.

Candidate should be soft spoken while speaking to clients.

What you need to have:

- Automation Testing
- Manual Testing
- API Testing
- Performance/Load/Regression Testing
- Proficient on Mobile/Web Applications testing
- Should know any of these programming languages such as  Java or Python
- Proficient on any one of these testing frameworks such as selenium, TestNG, Appium, Page Object Model, etc.
- Should have knowledge on Jira Bug tracking tool
- Knowledge on setting up automation testing infrastructure
- Writing automation testing scripts for Android/iOS/Web
- Should know about writing test cases & reporting defects
- Define severity and priority for each defect
- Understanding of the latest trends
- Accuracy and attention to detail
- Work with cross-functional teams to ensure quality throughout the development process