System Integration Engineer (SW Integration)

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?

BD Software Distribution Pvt. Ltd. is a leading Value Added Distributor (VAD) in the Indian market, offering industry-leading consumer, SMB, and Enterprise-level solutions. We are the Country Partner for top brands in the cybersecurity industry, including Bitdefender. With a strong partner network and technical expertise, we provide comprehensive protection against malware and cyber threats to government organizations, businesses, and consumers. With over 750,000 users in India, we are committed to helping achieve cyber peace.

Job Overview

We are seeking a Renewal Specialist to join our team at BD Software Distribution Pvt. Ltd. This role involves managing the renewal process for our software solutions and ensuring customer satisfaction. The ideal candidate should have 1 to 3 years of experience in a similar role, strong communication skills, and a customer-centric approach. This is a full-time position based in Navi Mumbai, Maharashtra, India.

Qualifications and Skills

1 to 3 years of experience in a Renewal Specialist or similar role

Strong understanding of software solutions and the renewal process

Excellent communication and interpersonal skills

Customer-centric approach with a focus on delivering high-quality service

Ability to build and maintain relationships with customers

Strong problem-solving and negotiation skills

Ability to work collaboratively in a cross-functional team environment

Proficiency in CRM software and MS Office

Attention to detail and strong organizational skills

Roles and Responsibilities

Manage the renewal process for software solutions, ensuring timely renewals and customer satisfaction

Develop and maintain strong relationships with customers, understanding their needs and addressing any inquiries or issues

Provide product knowledge and recommendations to customers, ensuring they are maximizing the value of our solutions

Collaborate with internal teams, including Sales and Support, to achieve renewal targets and resolve customer concerns

Track and monitor customer accounts, identifying opportunities for upselling and cross-selling

Prepare and present reports on renewal activities, highlighting trends, challenges, and opportunities

Stay up-to-date with industry trends and competitive landscape to contribute to product enhancements and market positioning

Maintain accurate and updated customer information in the CRM system

1. Developing HMI application in Qt or similar UI frameworks
2. Develop C++ or Rust backends for the HMI
3. Understand and optimize potential performance bottlenecks

• Become a member of the team responsible for IoT hub software development. IoT hub provides IoT functionality (smart home, smart appliance,…) to mobile and web clients and runs on Linux-based host like smart home hub, broadband router, STB, etc.
• Implementation and/or extension of leading wireless/wired protocols (ZigBee, Bluetooth, IP-based,..) for communication with smart devices
• Development of new features for control and monitoring of smart devices and automation of IoT system
• IoT hub software porting on various hosts
• Software optimizations

Position:             C++ Developer

Location:            Hyderabad

Requirements:

• Strong C++ skills obtained in multiple years of C++ programming experience (at least 3 years)
• Good understanding of embedded system development based on Linux OS
• Knowledge of advanced programming concepts (e.g. Multi-Threading, OS internals, Networking, IPC mechanisms)
• Solid understanding of computer networking (TCP/UDP/MQTT/SSL)
• Solid understanding of Git source code management system
• Troubleshooting skills
• B.Tech/M.Tech/MCA in computer science/ECE/EEE
• Fluent English

ROLES AND RESPONSIBILITIES:
• Articulate complex problems, communicate viable architecture and design approach in a clear and concise manner.
• Thrive in a collaborative team environment and work with ambiguous product requirements.
• Evaluate opensource technologies, development stack and strive for new learning, continued growth by applying industry best practices and processes.
• Provide thought leadership in cloud based VoIP(Voice/WebRTC) services and bring your passion for technology to motivate and inspire on a day to day basis.

SKILLS REQUIRED
• 4+ years experience in building highly available, fault tolerant and scalable real-time communications(Voice and WebRTC) systems in the cloud (AWS preferred).
• Demonstrated history of building complex, high-performance applications in C/C++.
• Proven expertise in network and system performance optimizations(including kernel, containers and virtualization technologies).
• Proficiency in telecom protocols (SIP, SDP and RTP/RTCP) and internet protocols(IPv4/IPv6, TCP and UDP) is desirable.
• Deep understanding of all aspects of WebRTC from audio codecs, to networking (ICE, STUN, TURN) up to server side components needed to deploy the technology at scale (SFU, MCU, Relays) and network security(TLS, SRTP).Strong analytical, problem solving and troubleshooting skills.
• Programming experience with Python, Golang and Lua will be a plus.
• Prior experience working with Asterisk, FreeSWITCH, RTPEngine, Kamailio, or OpenSIPs will be a plus.

MINIMUM QUALIFICATIONS, Roles and responsibilties:

• BS/MS in Computer Engineering or related technology field
• 10+ Years of Experience in Software Development
• Experience in  writing code for embedded systems, Proficient in C/C++ coding and intel DPDK
• Understanding of network interface drivers
• Experience with VMware, AWS, MSAzure, Google Cloud Platform.
• Knowledge of micro services and containerization
• Experience in building Networking Security Products
• Knowledge of Networking, TCP/IP Protocol Suite
• Design, code embedded features/solutions for the ShieldX Product
• Design write, extend and troubleshoot datapath code for switching, routing, NAT, TCP and TLS
• Work closely with other development , Product and Test Teams

• BS/MS in Computer Engineering or related technology field
• Excellent communication and Team player skills
• Should be a self-starter and be able to adopt to dynamic fast-paced environment.
• Able to work 40 hours a week

1. Develop or integrate with a Charging management system (CMS).
2. Develop the backend for the apps (subscription, locating, reservation, payments, operation).
3. Develop the backend for the host apps (setting availability, pricing).
4. Develop the central dashboard for internal purposes.
5. Develop the dashboard for monthly revenue remittance to hosts.
6. Develop a dashboard for network partners.
7. Develop the system for custom ad delivery in invoices.
8. Setup, Deploy and Manage the servers and APIs.