UX Researcher (B2C, Fin-Tech

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?

Job Description:

The candidate should have an Engineering or BSc degree or/and relevant certifications from a reputable institute with 2-16 years of experience. He should be able to work independently and deliver results on schedule. He/She should have good team player skills to collaborate and lead, and share knowledge with others.

The candidate should be interested for a long term stable career to grow with our company and willing to work in 1 PM - 10 PM shift.

.          Should have delivered successful end-to-end development to deployment experience on Web applications and Api’sin last 3-6 years.

.           Must have good experience in Dot net core, MVC, C#, web api, Angular 2+ versions, HTML, CSS, OOPS.

• Experience in MySQL is a must and added advantage to have knowledge of NOSQL database.
• Extensive experience in writing rest full API
• Experience in using version controls such as GIT, Continuous Integration, Continuous Delivery
• Good to have experience in testing and debugging new programs using Firebug, Fiddler, Insomnia, and Postman Developer tools.
• Good in implementing the business rules in different layers like UI, services, and database.
• Should have 2-4 years’ experience in backend development
• Experience in service-based development using technologies such as Web API and RESTful services. 
• Proficient in S/W Development life cycle, Database Designing, and Database creation. 
• Proficient in writing clean, well-structured code with proper abstraction and reusability.

.         Ability to work to tight deadlines, manage priorities, and take responsibility for delivering to time and quality requirements.

.         Excellent Communication Skills

  Company Profile:

i2k2 Networks is a trusted name in the IT cloud hosting services industry. We help enterprises with cloud migration, cost optimization, support, and fully managed services which helps them to move faster and scale with lower IT costs. i2k2 Networks offers a complete range of cutting-edge solution that drives the Internet-powered business modules. We excel in:

  - Managed IT Services

  - Dedicated Web Servers Hosting

  - Cloud Solutions

  - Email Solutions

  - Enterprise Services

  - Round the clock Technical Support

i2k2 Networks Pvt Ltd.

Job description :

 8+ year of QA Automation Lead experience

 Experience of preparing test automation solution, designing automation framework,

designing test strategy / test plan

 Experience in automation script development and optimization

 Recommend new tools, techniques and methodologies based on the industry trend and

improve productivity

 Experience in working with Product teams to strategize and align the long term solution for

test automation,

 Experience in designing framework for functional automation, performance testing, load,

security and penetration testing

 Experience in designing automation strategy for regression testing based on complexity and

reusability

 Experience leading the team and managing the deliverables on testing and maintaining Web

Applications and mobile applications is a MUST

 MUST be hands-on to play a crucial part in automating the test scenarios covering all the

modules/functionalities of the product

 Hands-on experience in contributing to building the CO pipeline with QA automation

framework & processes incorporated

 Hands-on / Familiar with Web driver IO, Java Script / Type Script, Selenium, JUnit, TestNG,

Cucumber, JMeter, Appium, RDBMS & AWS Services

 Ability to drive the involvement of the QA team at a very early stage of each enhancement

for the product evolution.

 Experience with API testing, Load/Performance testing, Cross browser testing

 Experience building defects analysis reports and analytics for the team members, leadership

team to make informed decisions

Preferred qualifications:

 Review requirements/specifications and create Automation test strategy and plans.

 Perform new functionality and regression tests

 Test APIs, user interfaces, web services, and web applications in multiple browsers and

devices

 Define automation coding standards and actively perform code reviews

 Perform data validation to ensure data from data source is completely and correctly

displayed on UI

 Debug and troubleshoot complex issues

 Expertise in Java especially for test automation using APIs and UI

 Expertise in high volume user loads and throughput environments

 Strong troubleshooting abilities and narrowing down the root cause

 Create clearly written defect reports to enable quick reproduction and resolution to issues

 Implement automation for functional and integration testcases.

 Prioritize QA requests and manage your work queue taking into consideration team goals

and product milestones

 Assist in on-going process improvement efforts related to quality

 Good knowledge of QA methodologies and processes

 Experience with automated testing tools and frameworks: Web driver IO, Selenium+TestNG,

Junit, Cucumber, JMeter / POST Man, Jenkins

 Knowledge of relational databases, non-relational databases, SQL

 Knowledge of GIT.

 Experience with both Linux/Unix and Windows environments

 Strong analytical and problem-solving skills

 Ability to think beyond assigned task, and be a good team player

 Passion for testing and quality

 Familiarity with AWS technologies

Company Description

Hubler is a NoCode platform located in Bangalore Urban that helps businesses digitally transform and manage every aspect of their business onto a single platform. Our clutter-free app-building platform offers ready-to-deploy apps and app canvas to digitize any business process into mobile and web apps overnight, as well as actionable insights in real-time.

Role Description

This is a full-time on-site role for a Senior Software Engineer (Python) at Hubler. The Senior Software Engineer will be responsible for designing, developing, and maintaining high-quality software applications while working within a team of developers and collaborating with cross-functional teams to identify and develop software solutions that meet client needs.

Qualifications

• 5+ years of experience in developing, and maintaining high-quality software applications using Python
• Must enjoy Coding with Passion
• Strong knowledge of software engineering principles, algorithms, data structures and design patterns
• Experience working with Django, Flask, Python-based web frameworks and Restful APIs
• Experience in database design and management with MongoDB
• Experience in distributed source control, such as Git
• Experience with scrum development methodology
• Bachelor's or Master's degree in Computer Science, or a related field
• Good communication skills, both written and verbal, to facilitate clear communication with team members and stakeholders
• The ability to work in a collaborative team environment with willingness to share skills and knowledge

We are currently looking for highly skilled and established Key account manager/ Customer Success Specialists, for a deep IP technology platform company.

Responsibilities

Develop new business through existing accounts by understanding the customer's business, identify and explore commercial opportunities with the accounts.

Build an incremental sales pipeline for financial services solutions.

Be a thought leader in the rapidly evolving and disruptive space of BFSI.

Regularly liaising with existing clients to identify new business opportunities.

Prepare plans, encompassing sales and pricing activities, to maximize opportunities and value for both parties.

Remain knowledgeable of market and industry trends, competitors, and leading customer strategies.

Understand and clearly articulate CRMNEXT value proposition.

For this role you must have:

Experience in handling large enterprise accounts in domestic and international geographies

Experience of selling enterprise business applications to large banks

Experience in deepening client engagements and developing uncontested market space.

Critical thinking and strong decision-making abilities

Experience in devising Strategic Plans to expand sales and sales forecasting

Solution oriented and problem-solving skills Experience of proposal preparation, contract discussion and negotiation

You will have a dual role of a technology and business expert and help make decisions that will impact the business.

Excellent verbal and written communication skills

Prior experience of Customer facing role.

Good experience into CRM Sales/ Business development.

Strong expertise and passion for the banking and financial services vertical.

Qualifications

BE/BTech/ MSc IT/ MCA - With 60% throughout the academics.

Bluecore is a marketing technology company that’s reimagining how the world’s fastest-growing retail brands transform casual shoppers into lifetime customers. Through our patented retail data model and the recent release of Bluecore Communicate™ and Bluecore Site™, we replace manual processes with an intelligent, AI-driven workflow. We are credited with doubling email revenue and increasing customer retention for more than 400 brands, including Express, Tommy Hilfiger, The North Face, Teleflora, and Bass Pro Shops. We have been recognized as one of the Best Places to Work by Glassdoor and ranked No. 241 on the Inc. 500 List, the most prestigious ranking of the nation’s fastest-growing private companies.

Bluecore’s Integrations Engineering (IE) unit is a software engineering team dedicated to helping Bluecore customers extract maximum value from the Bluecore Retail Data Platform.  As an IE, you will bring your technical know-how to the main connections of the Bluecore engine to our clients - drawing meaningful intelligence from their websites and implementing marketing solutions that map to the customer’s vertical, audience behavior, and product mix.

As an Integrations Engineer, your principal responsibilities will lie in (1) maintaining and writing JavaScript-based integrations that live on client websites, (2) configuring, monitoring, and maintaining the intake and manipulation of client data, and (3) utilizing internal infrastructure, tooling and documentation to solve complex, often-unique, client-specific problems. It is important to be detail-oriented in your work, as we work closely with a multitude of the industry’s top online retailers, all of which have very stringent requirements around the look and feel of their strategic communications.

You Are A Perfect Fit If You Love:

-Solving unique, complex problems: You are someone who can think critically, often on the fly, about nuanced technical problems to devise a scalable, maintainable solution. You enjoy the puzzle and the process of iterating and ideating before implementing a solution, and you are able to break complex problems into simple components for better analysis and digestion.

-Metrics and Data: You are someone who finds yourself consumed by daily, weekly and monthly metrics and loves turning those into best practices. Seriously, your work will be driving executive-level decision-makers at industry-leading brands on best business practices.

-Curiosity and Growth: You are someone who actually believes that diversity in thought and skills makes for a better workplace and a better you.

Responsibilities

Write client-side JavaScript to be run on clients' websites and configure custom recommendation logic using domain-specific tooling.

Develop the best technical solution possible for the toughest challenges that our customers will throw at you.

Ideate, develop, and improve upon internal tooling, procedures, and processes that facilitate the work of the Technical Services team.

Monitor the overall health and uptime of our most critical connections to clients

Requirements

Successful completion of reputable schooling in Computer Science or Coding Bootcamp.

Fluent in JavaScript and familiar with various other web development technologies. 

Ability to take ambiguous workflows and turn them into structured processes.

Nice to have

Exposure to (or interest in learning!) SQL, Python, or Google Cloud Functions.

Familiarity with Marketing, Advertising, eCommerce, or other Emerging Technology (Artificial Intelligence, etc.) platforms.

Ability to grow into a client-facing technical resource as a career progresses in Bluecore