Senior Sales Executive

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 the Role:

This position focuses on creating training content for our products, we do need someone with a strong background in education, training, or instructional design, ideally with experience in software training or within SaaS companies. The ideal candidate will be able to develop high-quality learning content, including e-learning modules, training guides, and videos, while effectively engaging end-users.

Key Skills We’re Looking For:

• Software Training & Facilitation – Experience in training end-users on complex software applications, including developing training guides, demos, or simulations.
• Assessment & Evaluation Tools – Familiarity with Questionmark, SurveyMonkey, Google Forms, or similar for designing and administering quizzes, assessments, and surveys.
• Collaboration & Project Management Tools – Proficiency in platforms like Microsoft SharePoint, Jira, Trello, Smartsheet, or TFS for coordinating projects and working with cross-functional teams.
• Content Authoring Tools – Experience with Articulate Storyline, Adobe Captivate, Camtasia, Audacity, or similar for developing e-learning modules and multimedia content.
• Video Editing Software – Familiarity with Camtasia, Adobe Premiere Pro, Final Cut Pro, or similar for creating and editing training videos.
• Virtual Classroom Platforms – Experience delivering live online training using platforms such as Zoom or Microsoft Teams.

Qualification: B.Sc computer science/IT or BCA AND M.Sc computer Science/IT or MCA

Experience: Freshers (preferred candidates residing in and around coimbatore - no hostel facility)

Thavathiru Santhalinga Adigalar Arts, Science & Tamil College (TSA Tamil College) is a renowned institution located in Perur, Coimbatore, Tamil Nadu.Established in 1953 by the historic Perur Aadheenam, the college was founded with the mission to promote Tamil language, culture, and holistic education among rural youth

Responsibilities:

• Collaborate with the project team to gather requirements and understand user needs.
• Design and develop web applications using the MERN stack.
• Write clean and efficient code for both the front-end and back-end.
• Ensure the creation of responsive and cross-browser compatible web applications.
• Optimize applications for speed, performance, and scalability.
• Debug and troubleshoot issues, and participate in code reviews.
• Develop and maintain RESTful APIs for front-end interactions.
• Integrate third-party libraries and APIs when required.
• Keep up-to-date with the latest web development trends and best practices.
• Conduct unit and integration testing to ensure code quality.
• Collaborate with team members and stakeholders to meet project deadlines.
• Document code and technical specifications.
• Participate in knowledge sharing and continuous learning within the team.

Requirements:

• A Bachelor's degree in Computer Science, Engineering, or a related field is preferred, but not mandatory.
• A minimum of 2 years of hands-on experience as a MERN Stack Developer.
• Proficiency in Node.js and Express.js for building the back-end of web applications.
• Strong knowledge and experience in React.js for front-end development.
• Expertise in MongoDB for database design and management.
• Strong understanding of JavaScript, ES6+
• Familiarity with RESTful API development and integration.
• Ability to work with HTML, CSS, and responsive design principles.
• Experience with version control systems, such as Git.
• Problem-solving skills and an aptitude for learning new technologies.
• Strong communication and teamwork skills.

Desired Candidate Profile

• Market research using suitable tools and processes to identify potential clients.
• Lead generation and closure as per weekly/monthly sales/revenue target.
• Rigorous follow up for new business opportunities and setting up meetings.
• Work closely with Subject Matter Expert for developing strategy of business.
• File weekly promotion and business activities report as per company norms
• Overseeing the development of assigned accounts.
• Conduct research to identify new markets and customer needs.
• Keep records of sales revenue, invoices, etc.
• Build long term relationship with new and existing clients.
• Create awareness and usage of company's products by the customers with high impact communication with effective / proper usage of given marketing inputs.
• Regularly provide feedback to the company on competitors activities.
• Internal / external stake holder management
• Key Account Management