UX Designer

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?

Responsibilities

1. Identify new prospects via platforms like LinkedIn, Bidding Portals other portals.
2. Research client industries, pain points, and decision-makers to do the outreach.
3. Maintain and update prospect lists and track outreach activities.
4.  Run cold outreach campaigns (emails, LinkedIn, Apollo sequences).
5. Qualify leads based on project scope, budget, and timelines.
6. Represent Bombay Softwares in the first interaction & clearly communicate our service offerings.
7. Schedule and lead discovery calls to understand client requirements.
8. Work with tech leads/project managers to gather inputs for technical calls when required.
9.  Prepare proposals, SoWs (Scope of Work), estimates, timelines, and other pre-sales documents.
10. Assist in drafting contracts, NDAs, and onboarding documents.
11. Negotiate pricing and service terms with potential clients.
12. Achieve the given quarterly sales target

Qualification & Skills

Mandatory

1. Experience with lead generation using LinkedIn, Apollo, and bidding portals.
2. Strong research skills to identify target industries, pain points, and decision-makers
3. Ability to run and manage cold outreach campaigns (emails, LinkedIn, Apollo sequences)
4. Skilled in qualifying leads based on project scope, budget, and timelines
5. Confident in leading discovery/client calls and representing the company
6. Excellent verbal and written communication skills
7. Hands-on experience in preparing proposals, SoWs, estimates, and timelines
8. Familiarity with contracts, NDAs, and onboarding documents
9. Strong negotiation skills around pricing and service terms.
10. Proficiency with CRM tools for managing pipelines and tracking activities
11. Ability to collaborate effectively with tech leads and project managers
12. Proven track record of achieving and exceeding sales targets.

• 5-8 years of experience as a Java/J2EE developer.
• 1-3 years of experience with Angular / React is desirable.
• 1-3 years of experience in using Spring and Spring Boot frameworks.
• Thorough knowledge of server-side development.
• Proven experience as a Full Stack Developer or similar role.
• Good understanding of web services (WSDL SOAP, RESTful).
• Hands-on experience in using Application Servers like WebSphere.
• Expertise in relational databases (Oracle, SQL Server).
• E-commerce domain knowledge is desirable.
• Prior experience in developing desktop and mobile applications.
• Familiarity with common stacks.
• Knowledge of multiple frontend languages and libraries, like HTML/ CSS, JavaScript, XML, jQuery.
• Experience in implementation of Microservices
• Experience with AWS (S3, SQS, SNS, ECS, EC2, ALB, API Gateway, Lambda, etc.) is highly desirable
• Good understanding of Docker & Kubernetes is highly desired.
• Familiarity with databases (MySQL, MongoDB, PostgresSQL), web servers (Apache), and UI/UX designs.

We are #hiring for AWS Data Engineer expert to join our team

Job Title: AWS Data Engineer

Experience: 5 Yrs to 10Yrs

Location: Remote

Notice: Immediate or Max 20 Days

Role: Permanent Role

Skillset: AWS, ETL, SQL, Python, Pyspark, Postgres DB, Dremio.

Job Description:

 Able to develop ETL jobs.

Able to help with data curation/cleanup, data transformation, and building ETL pipelines.

Strong Postgres DB exp and knowledge of Dremio data visualization/semantic layer between DB and the application is a plus.

Sql, Python, and Pyspark is a must.

Communication should be good

About us:

Arista Networks was founded to pioneer and deliver software driven cloud networking solutions for large datacenter storage and computing environments. Arista's award-winning platforms, ranging in Ethernet speeds from 10 to 400 gigabits per second, redefine scalability, agility and resilience. Arista has shipped more than 20 million cloud networking ports worldwide with CloudVision and EOS, an advanced network operating system. Committed to open standards, Arista is a founding member of the 25/50GbE consortium. Arista Networks products are available worldwide directly and through partners.

About the job

Arista Networks is looking for world-class software engineers to join our Extensible Operating System (EOS) software development team.As a core member of the EOS team, you will be part of a fast-paced,high caliber team-building features to run the world's largest data center networks.Your software will be a key component of Arista's EOS, Arista's unique, Linux-based network operating system that runs on all of Arista's data center networking products.

The EOS team is responsible for all aspects of the development and delivery of software meant to run on the various Arista switches.You will work with your fellow engineers and members of the marketing team to gather and understand the functional and technical requirements for upcoming projects.You will help write functional specifications, design specifications, test plans, and the code to bring all of these to life.You will also work with customers to triage and fix problems in their networks. Internally, you will develop automated tests for your software, monitor the execution of those tests, and triage and fix problems found by your tests.At Arista, you will own your projects from definition to deployment, and you will be responsible for the quality of everything you deliver.

This role demands strong and broad software engineering fundamentals, and a good understanding of networking including capabilities like L2, L3, and fundamentals of commercial switching HW.Your role will not be limited to a single aspect of EOS at Arista, but cover all aspects of EOS.

Responsibilities:

• Write functional specifications and design specifications for features related to forwarding traffic on the internet and cloud data centers.
• Independently implement solutions to small-sized problems in our EOS software, using the C, C++, and python programming languages.
• Write test plan specifications for small-sized features in EOS, and implement automated test programs to execute the cases described in the test plan.
• Debug problems found by our automated test programs and fix the problems.
• Work on a team implementing, testing, and debugging solutions to larger routing protocol problems.
• Work with Customer Support Engineers to analyze problems in customer networks and provide fixes for those problems when needed in the form of new software releases or software patches.
• Work with the System Test Engineers to analyze problems found in their tests and provide fixes for those problems.
• Mentor new and junior engineers to bring them up to speed in Arista’s software development environment.
• Review and contribute to the specifications and implementations written by other team members.
• Help to create a schedule for the implementation and debugging tasks, update that schedule weekly, and report it to the project lead.

Qualifications:

• BS Computer Science/Electrical Engineering/Computer Engineering 3-10 years experience, or MS Computer Science/Electrical Engineering/Computer Engineering + 5 years experience, Ph.D. in Computer Science/Electrical Engineering/Computer Engineering, or equivalent work experience.
• Knowledge of C, C++, and/or python.
• Knowledge of UNIX or Linux.
• Understanding of L2/L3 networking including at least one of the following areas is desirable:

1. IP routing protocols, such as RIP, OSPF, BGP, IS-IS, or PIM.
2. Layer 2 features such as 802.1d bridging, the 802.1d Spanning Tree Protocol, the 802.1ax Link Aggregation Control Protocol, the 802.1AB Link Layer Discovery Protocol, or RFC 1812 IP routing.

• Ability to utilize, test, and debug packet forwarding engine and a hardware component’s vendor provided software libraries in your solutions.
• Infrastructure functions related to distributed systems such as messaging, signalling, databases, and command line interface techniques.
• Hands on experience in the design and development of ethernet bridging or routing related software or distributed systems software is desirable.
• Hands on experience with enterprise or service provider class Ethernet switch/router system software development, or significant PhD level research in the area of network routing and packet forwarding.
• Applied understanding of software engineering principles.
• Strong problem solving and software troubleshooting skills.
• Ability to design a solution to a small-sized problem, and implement that solution without outside help.Able to work on a small team solving a medium-sized problem with limited oversight.

Resources:

• Arista's Approach to Software with Ken Duda (CTO): https://youtu.be/TU8yNh5JCyw
• Additional information and resources can be found at https://www.arista.com/en/

• Must Have 3-4 Experience in SSIS, Mysql
• Good Experience in Tableau
• Experience in SQL Server.
• 1+ year of Experience in Tableau
• Knowledge of ETL Tool
• Knowledge of Dataware Housing