Sr. Inside Sales/ BD Exec (NA Mkt)

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?

As an engineer, you will help with the implementation, and launch of many key product features. You will get an opportunity to work on a wide range of technologies (including Spring, AWS Elastic Search, Lambda, ECS, Redis, Spark, Kafka etc.) and apply new technologies for solving problems. You will have an influence on defining product features, drive operational excellence, and spearhead the best practices that enable a quality product. You will get to work with skilled and motivated engineers who are already contributing to building high-scale and high-available systems.

If you are looking for an opportunity to work on leading technologies and would like to build product technology that can cater millions of customers inclined towards providing them the best experience, and relish large ownership and diverse technologies, join our team today!

What You'll Do:

• Creating detailed design, working on development and performing code reviews.
• Implementing validation and support activities in line with architecture requirements
• Help the team translate the business requirements into R&D tasks and manage the roadmap of the R&D tasks.
• Designing, building, and implementation of the product; participating in requirements elicitation, validation of architecture, creation and review of high and low level design, assigning and reviewing tasks for product implementation.
• Work closely with product managers, UX designers and end users and integrating software components into a fully functional system
• Ownership of product/feature end-to-end for all phases from the development to the production.
• Ensuring the developed features are scalable and highly available with no quality concerns.
• Work closely with senior engineers for refining the and implementation.
• Management and execution against project plans and delivery commitments.
• Assist directly and indirectly in the continual hiring and development of technical talent.
• Create and execute appropriate quality plans, project plans, test strategies and processes for development activities in concert with business and project management efforts.

The ideal candidate is a passionate engineer about delivering experiences that delight customers and creating solutions that are robust. He/she should be able to commit and own the deliveries end-to-end.

What You'll Need:

• A Bachelor's degree in Computer Science or related technical discipline.
• 2-3+ years of Software Development experience with proficiency in Java or equivalent object-oriented languages, coupled with design and SOA
• Fluency with Java, and Spring is good.
• Experience in JEE applications and frameworks like struts, spring, mybatis, maven, gradle
• Strong knowledge of Data Structures, Algorithms and CS fundamentals.
• Experience in at least one shell scripting language, SQL, SQL Server, PostgreSQL and data modeling skills
• Excellent analytical and reasoning skills
• Ability to learn new domains and deliver output
• Hands on Experience with the core AWS services
• Experience working with CI/CD tools (Jenkins, Spinnaker, Nexus, GitLab, TeamCity, GoCD, etc.)

• Expertise in at least one of the following:

    - Kafka, ZeroMQ, AWS SNS/SQS, or equivalent streaming technology

    - Distributed cache/in memory data grids like Redis, Hazelcast, Ignite, or Memcached

    - Distributed column store databases like Snowflake, Cassandra, or HBase

    - Spark, Flink, Beam, or equivalent streaming data processing frameworks

• Proficient with writing and reviewing Python and other object-oriented language(s) are a plus
• Experience building automations and CICD pipelines (integration, testing, deployment)
• Experience with Kubernetes would be a plus.
• Good understanding of working with distributed teams using Agile: Scrum, Kanban
• Strong interpersonal skills as well as excellent written and verbal communication skills

• Attention to detail and quality, and the ability to work well in and across teams

About Us

Classplus is India's largest B2B ed-tech start-up, enabling 1 Lac+ educators and content creators to create their digital identity with their own branded apps. Starting in 2018, we have grown more than 10x in the last year, into India's fastest-growing video learning platform.

Over the years, marquee investors like Tiger Global, Surge, GSV Ventures, Blume, Falcon, Capital, RTP Global, and Chimera Ventures have supported our vision. Thanks to our awesome and dedicated team, we achieved a major milestone in March this year when we secured a “Series-D” funding.

Now as we go global, we are super excited to have new folks on board who can take the rocketship higher🚀. Do you think you have what it takes to help us achieve this? Find Out Below!

What you will do

Need a process and a detail-oriented candidate for our Account payable department in the Finance function

• Establish and maintain financial controls, internal financial controls, and procedures for the company. Eg P2P, R2R, etc.

• Ensure that payments are processed as per the internal controls with all the proper support.

• Account the expenses properly in the corresponding GLs.

• Implement timely payment to the vendors as well as timely booking and processing of the payment.

• Work with the business team and close all escalations.

• Prepare monthly MIS with schedules of all the expenses and balance sheet items as well as Month-end closure (M+1) and provision of the expense.

• Investigate reasons of creditors outstanding > 60 days, advance standing > 30 days & provision > 30 days.

• Ensure that there are no debit balances in sundry creditors and advances > 30 days.

• Spearhead the validating, booking, and processing of the salary, F&Fs & business reimbursements.

• Forecast the working capital requirement.

• Supervise accounting and validation of Fixed assets and maintaining FAR.

• Close the internal audit, statutory audit, and due diligence as well as daily BRS.

• Accurately calculate and pay the monthly TDS and monthly GST

• Assist the consultant with filing the TDS return and GST return

• Ensure the payroll compliance is done as per the relevant act.

You should apply if you

1. Bring your Financial A-game: Should be well versed with Accounting Standard and IndAS, TDS, GST, Foreign Payments, and Payroll compliance (PF, ESIC, Gratuity, PT, LWF)
2. Are good with the ‘toys’: Proficient in Excel & Powerpoint. Working knowledge of Zoho & SAP.
3. Are a seasoned veteran: CA with 5-6 years of experience and should have worked with a startup
4. Can cut a good deal: Always eager to cut short the operating expenses.

Early joiners preferred.

Being a Part of the Clan!

At Classplus, you’re not an “employee” but a part of our “Clan”. So, you can forget about being bound by the clock as long as you’re crushing it workwise😎. Add to that some passionate people working with and around you, and what you get is the perfect work vibe you’ve been looking for!

It doesn’t matter how long your journey has been or your position in the hierarchy (we don’t do Sirs and Ma’ams); you’ll be heard, appreciated, and rewarded. One can say, we have a special place in our hearts for the Doers! ✊🏼❤️

Are you a go-getter with the chops to nail what you do? Then this is the place for you.

Job responsibilities for a Business Development Executive (BDE) with 0-1 year experience, focusing on skills such as communication, bidding experience, Upwork and LinkedIn knowledge, marketing strategy, marketing search, international business knowledge, and international market expertise, might include:

1. Market Research and Analysis:

• Conduct research on international markets to identify potential opportunities for business expansion.
• Analyze market trends, competitor strategies, and customer preferences to inform business development strategies.

1. Bidding and Proposal Writing:

• Prepare and submit bids on platforms like Upwork, focusing on international clients.
• Craft persuasive proposals outlining services, pricing, and timelines to win projects.
• Engage in negotiations with clients to secure favorable terms and agreements.

1. Client Communication and Relationship Building:

• Communicate effectively with clients through various channels such as email, phone calls, and video conferences.
• Build and maintain strong relationships with clients to foster long-term partnerships.
• Address client inquiries, concerns, and feedback promptly and professionally.

1. Marketing Strategy Development:

• Collaborate with the marketing team to develop and implement effective marketing strategies targeting international markets.
• Utilize LinkedIn and other platforms to promote services, build brand awareness, and generate leads.
• Monitor the performance of marketing campaigns and make recommendations for optimization.

1. International Business Expansion:

• Assist in the development of strategies for expanding the company's international presence.
• Identify potential business partners, distributors, or collaborators in target markets.
• Coordinate with internal teams to ensure compliance with international regulations and standards.

1. Documentation and Reporting:

• Maintain accurate records of client interactions, proposals, and contracts.
• Prepare regular reports on business development activities, including lead generation, conversion rates, and revenue projections.
• Provide insights and recommendations based on data analysis to improve business development strategies.

1. Continuous Learning and Skill Development:

• Stay updated on industry trends, market dynamics, and emerging technologies related to international business development.
• Participate in training programs and workshops to enhance skills in areas such as communication, negotiation, and marketing.

1. Team Collaboration:

• Collaborate with cross-functional teams including sales, marketing, and operations to ensure alignment of business development activities with overall company objectives.
• Support team members in achieving their goals and contribute to a positive and collaborative work environment.

Website:

We were founded by graduates from IIM-Calcutta, IIT Kharagpur, with past experience working with the Boston Consulting Group, Operations & Product Management domain and folks with 3x start-up experience. We are well funded and are backed by the

• Orchestrating digital content strategies across all online platforms
• Driving traffic and engagement that translates to sales and brand promotion
• Managing a content marketing budget
• Measuring the results of marketing activity to inform future marketing campaigns
• Managing a team of writers, illustrators and data analysts
• Implementing SEO best practices
• Knowing which platform different kinds of content are best suited to
• Designing and implementing creative marketing strategies to disseminate content

• 4+yrs of experience with Email Marketing tools such as Mailchimp, SendinBlue, Sendgrid etc.
• Experience with online community building
• Data-driven and highly analytical
• Proficiency with Google & social media Analytics
• Time management skills
• Experience in working with Start-ups
• Excellent written and verbal communication

3 best things about the job -

• A great opportunity to learn and develop yourself, immense career growth
• Be part of the most entertaining core team you will find
• Flexibility and complete ownership of your work

Roles and Responsibilities :

• Design, Develop, test and maintain software applications with MVC architectures, Microservices and scalable cloud-native apps.
• Perform hands-on coding and provide thoughtful code reviews
• Mentor and lead team members to continuously improve the quality and productivity of deliverables
• Demonstrate ability to work within an agile team as well as collaborate with many other teams on design and implementation strategies. Follow SCRUM Agile Development methodology
• Effective Communication Skills- An ability to express your ideas to the recipient & Co-ordinate and communicate with the cross-functional team along with the client's team
• Problem Solving, Hustler - Get Stuff Done, Self-Disciplined Open-minded, User-Focused, Adaptive
• Lean Principles & Analytical Thinking
• Project planning, timelines and milestones for execution and deliverables
• Participate in the Evaluation Review of your team member

Primary Skills

• Expert in Python with experience on Django.
• Expert in server programming, you should be able to implement complex business logic.
• Good understanding of the threading limitations of Python, and multi-process architecture.
• Good understanding of fundamental design principles behind a scalable application.
• Knowledge of event-driven programming in Python.
• Experience with python packages like Numpy, pandas, flask, Pyspark, pymongo, os, logging, re, pyyaml.
• Experience with swagger io module to expose API
• Strong unit test and debugging skills.
• At least 2 years of experience in RESTful API/HTTP/JSON`
• Knowledge of AWS cloud and python Boto lib.
• Proficient understanding of code versioning tools Like Git.
• Good understanding of Linux OS.

Secondary Skills:

• AWS Kinesis
• Web Sockets
• RAbbitMQ
• AWS Cloud formation

At Cypherock, We are disrupting the current financial system by increasing the adoption of Blockchain-based digital assets through better key management solutions. We build "Worlds' first products" from India, work at the intersection of Blockchain, Security, Embedded Hardware & Cryptography, and have worked with companies like Google, Blockgeeks, Samsung, Lockheed Martin, Apollo Munich, Bank of America amongst others.

As the primary person working directly with the CEO on all things non-tech, we think it will be a great fit if -

1. You are interested to work in Web3 & Crypto.
2. You can work on general management operations for the company.
3. You do not wait for instructions and guidelines but believe in taking end-to-end ownership of things.
4. You have preferably worked with a hardware startup before.
5. You have good negotiation skills and can handle procurement and inventory through Alibaba and other international sourcing.
6. You can handle international logistics and procurement of electronic components.
7. You can handle inventory of the hardware product.
8. You strive towards operational peak efficiency.
9. You can handle the accounting and finances of the company.
10. If need be, you can help us with the QA of the product.
11. You can commit for at least 6 months.

Job requires you to possess the following skills and experience:

• Proficient in Drupal 8 and 9, including custom module development, key contributed modules and core API

• Familiarity with Web Services, Headless CMS and Cloud services.

• Preference will be given to candidates who are Acquia certified.

• Having 8 – 10 years of Drupal hands-on development experience.

• Proficient in the maintenance and administration of Drupal modules and sites.

• Experience integrating open source and third-party applications into existing systems.

• Knowledge of PHP 5.x & 7.x, PHP files and theme functions, and knowledge of the Drupal theme layer

• Solid understanding of AJAX, HTML, JQuery, JavaScript, and CSS

• Familiarity with source control systems such as GIT, Subversion, etc.

Job Responsibilities:

• Results-oriented, reliable, able to work under pressure with multiple projects

• Hire, Train and Coach a team Drupal engineers

• Ability to both collaborate with team members and to work independently

• Eager to embrace current and emerging web technologies

Project Experience:

Please share links to your Github profile, LinkedIn profile and portfolio.

Required experience:

• Responsible for architecting, designing and implementing new features and functionality

• Establishing and guiding the websites architecture

• Ensuring high-performance and availability

• Proven experience as a Technical Architect Lead

• Hands-on experience with software development and system administration

• Understanding of strategic IT solutions

• Experience in project management and service-oriented architecture (SOA)

• Managing all technical aspects of the Drupal CMS

• Excellent communication skills

• Problem-solving aptitude

• Organizational and leadership skills

• BE/ BTech/ MCA in Computer Science, Engineering or a related field

• Demonstrated skills in development of apps where you have performed some role in UI – APIs - DB 
• You have experience with coding in more than one programming language, preferably Java
• Experience with Angular (4 & above), ReactJS, Vue, MongoDB, APIs/Microservices. 
• Experience on building APIs
• You have a sound understanding of programming fundamentals
• Passion for developing robust software and writing maintainable code. 
• Keen interest in new technologies and their timely adoption. 
• Willingness to work extended hours as required to deliver projects. 
• Ability to work well in a team to deliver on team goals. 
• Flexibility under changing conditions and ability to multi-task between projects. 
• Fluent verbal and written communication skills.
• Knowledge/Experience of Python based stack will be an added advantage