Sales Analyst

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?

The Impact you will create in the Job:

• Developing SDKs on native Android with support for cross-platform technologies like ReactNative, Flutter along with hybrid development over platforms like Cordova. 
• Apply data structures and algorithms to optimize the code for a lower memory, battery, and processing footprint - all with the goal to build plug-and-play SDKs that don’t expect the app developers to write any supporting code in the app.
• As an individual contributor, you will tackle some of our broadest technical challenges that requires deep technical knowledge, hands-on software development and seamless collaboration with all functions.
• You will envision and develop features that are highly reliable and fault tolerant to deliver a superior customer experience.
• You will get an opportunity to work with some of the best talent while learning from various highly-functional teams in the company.
• Plan and execute the roadmap with the engineering team to build and deliver next-generation systems.
• You will also collaborate with cross-functional teams to meet deliverables throughout the software development lifecycle and continuously identify areas of improvement.
• Identify and improvise areas of improvement through data insights and research.

What we look for?

• Bachelor’s/Master’s degree in Computer Science/IT from premier institute.
• 2-4 years of industry experience in Native Android development, with at least one live app on Google Play Store. 
• Good knowledge of Kotlin and/or Java with an understanding of Android Native SDK, specifically network classes, concurrency handling, databases, and background processes. 
• Strong knowledge of data structures and algorithms. 
• Solid understanding of Android Libraries related to UI, network, background services, and database.
• Familiarity with developing UI with both XML layouts and code. 
• Good understanding of SDK integrations, debugging, and troubleshooting. 
• Interest in exploring mobile app development ecosystems like React Native, Cordova and Flutter. 
• Comfortable with tackling ambiguous problems and unblocking yourself.
• Fair understanding of Push Notification ecosystem.

Zemoso Labs is a product studio offering innovation-as-a-service, with design, engineering, and growth services. Our clientele includes Fortune 500 companies, disruptive startups, and unicorns from around the world.

We have operations in India, U.S., Europe, and Canada, and we have created over $8 billion in value for our customers.

At Zemoso Labs, we see marketing as a compelling vehicle to ‌ leverage to help us and our clients grow exponentially. The ideal candidate for this role will not only be data-driven, but an experimentation-oriented approach to campaign management.

The ideal candidate will be a team player who can give direction to other members of the team, take abstract input from senior stakeholders to translate to action items and collaborate with direct co-creators like designers and subject matter experts. They must understand how to create a narrative around a brand and extend it to every asset we create. Ability to learn and scale quickly, and be unafraid to ask questions are must-haves.

RESPONSIBILITIES

• Meeting with internal stakeholders and clients to determine their goals and budget
• Advising clients and other stakeholders on costs, expectations, outcomes, and processes
• Brainstorming ideas for marketing campaigns and paid advertising
• Brainstorming with a team of digital marketers, such as SEO specialists, content marketers, designers, sales specialists, and web developers
• Creating and managing paid ads across LinkedIn, Twitter, Facebook, Google, media partners, programmatic, display, search, networks and more
• Monitoring and analyzing web analytics and campaign performance
• Defining campaign budgets, aligning campaign goals, and ensuring adherence to search optimization principles
• Identifying and presenting new avenues of paid advertising
• Utilizing demand-side RTP platforms to promote adverts and campaigns
• Ensuring a positive ROI on client spending and PPC ad campaigning
• Coordinate with a team of individual contributors to meet deadlines for launch dates

Must-haves:

• Basic familiarity with concepts of campaign management experience across paid, organic, and other marketing efforts across channels
• Analytical mindset with an ability to map data to insights
• Impeccable ability to do customer journey mapping to identify pain points
• Work across multiple time zones (US, US (CST), Canada) as needed
• Ability to learn, scale, and ideate
• Ability to ask the right questions and focus on “what does success look like?”
• Google, Hubspot, and LinkedIn certifications are a huge plus
• Internship in SEO or SEM or Campaign Analytics preferred

Benefits:

• Competitive salary
• Work from anywhere in India
• Learning and gaining experience rapidly
• Reimbursement for basic work-from-home setup
• Insurance (including a top-up insurance for COVID)

What You will do 

● Create beautiful software experiences for our clients using design thinking, lean and agile methodology.

● Work on world-class software products using the latest cutting edge technologies and platforms.

● Work in a dynamic, collaborative, transparent, non-hierarchical culture.

● Work in collaborative, fast-paced and value-driven teams to build innovative customer experiences for our clients.

● Help to grow the next generation of developers and have a positive impact on the industry.

Basic Qualifications

● Experience: 4+ years.

● Hands-on development experience in backend, Java, SprintBoot, Hibernate, SQL, MongoDB, Jenkins, Microservices etc...

● Server-side development experience mainly in JAVA.

● Passion for software engineering and follow the best coding concepts. ● Good to great problem solving and communication skills.

● Experience in working with cross-border, distributed teams is a must.

Nice to have Qualifications 

● Product and customer-centric mindset.

● Great OO skills, including design patterns.

● Experience with large-scale enterprise systems

Job description

Greetings Candidate

We are hiring for the Dot Net Developer

#dotnetdeveloper

Company Name:- My Flight Search

Website:- www.myflightsearch.com

Location:- Remote but Start office Soon from Gurgaon

Shift Time:- 3PM to 12PM

Cab Facility Provided by the Company.

Exp. Required:- 8-12 Years

Salary:- 22 LPA

Candidates from Travel Domains will be Preferred

Candidates must be expert into:-

Web API, C#, SQL Server

Working at Apptroit Technologies Pvt Ltd

Develop faster - with our commitment to the best professional development.

Perform better - as part of a high-performance, empowering culture.

Shape an industry - with a market leader that continues to drive innovation.

Make a difference -by helping improve oral health worldwide.

Position

Reporting to the Director, Global Digital Marketing, the Digital Marketing Manager is responsible for the development and adoption of digital marketing strategies and campaign execution to promote demand generation across the business in assigned markets. The successful candidate will work with key business partners to deploy a consistent operating model across the business and manage the omni-channel deployment of digital marketing initiatives. The ideal candidate will handle communications on status of ongoing initiatives and develop analysis of opportunities in the digital space and own the digital marketing strategy and overall results of the program.

The successful candidate will have a strong background and understanding of not only of digital marketing, but all facets of digital business including analytics, site optimization, and the evolving interactive marketing landscape. Strong working knowledge around digital marketing channels and strategic development of local and global plans is a key component to success in this role.

The Digital Marketing Manager will be responsible for building a culture of quality and performance within the team and to develop data-driven, customer-centric and innovative marketing strategies.

Key Responsibilities

Develop and drive multi-channel digital marketing planning and strategy across the business

• Function as single point of contact for assigned markets to align their strategies to execution on digital channels
• Work’s cross-functionally with stakeholders in the development of strategic digital marketing plans, content and campaigns; drives collaboration on execution, building insights and optimizations with local market execution
• Owns adoption of Digital Marketing Programs and Playbook; works cross-functionally with internal and external partners to ensure adherence and consistency across execution guidelines are met.
• Collaborates with Corporate Marketing, Site Operations, Customer Analytics, and Commercial team partners in the execution of strategic, omni-channel digital marketing campaigns.
• Measures and analyzes performance of all digital campaigns and assess against goals (ROI and KPIs); adjust and execute changes to strategy based on results.
• Develop regular incrementality testing strategies to ensure highly optimized and valuable programs
• Work closely with key stakeholders within the Global Digital Marketing team to drive collaboration and alignment on planning, operations and reporting for all digital marketing initiatives.

The Ideal Candidate Will Have

Key Qualifications and Experience

• Bachelor’s degree in marketing, communication or related field
• At least 5-7 years of experience driving digital marketing programs, execution, and analysis preferably for fast paced industries (healthcare, finance, retail, manufacturing)
• Strong experience in driving B2B and/or B2C demand generation.
• Solid understanding of ecommerce and digital channels (digital advertising, email, social media and web operations)
• Strong communication skills: ability to lead high-level strategic planning sessions and deliver key findings and results to a broad audience
• Experience in supporting global markets a plus
• Experience in working within complex matrixed organizations with multiple stakeholders and dotted lines of responsibility.
• Previous experience with marketing planning tools, a plus.

Requirements

In addition to relevant industry background and functional skills, the key competencies of the ideal candidate include:

• Strong analytical skills and data-driven strategy development
• Strong project management experience and organizational skills; ability to handle multiple projects/campaigns simultaneously.
• Results orientation
• Cross-industry subject expertise
• Curiosity and ability to learn
• Plan and execute social media campaigns on all social platforms, Good knowledge of Search engine Optimization, Google Ads, PPC, and other ad campaign tools, Plan strategies for Digital marketing, Find and target audiences, Content creation skills
  Excellent communication and organizational skills, KPI Management.
• Must Knowledge of these tools SEMrush, Moz, Ahrefs, Mailchimp, sendinblue, Hubspot
• Excellent communication skills and presentable

What you need to have: