Forward Deployed AI Engineer, Delivery and Operations

Sermo runs the world's largest verified healthcare professional community, over 1.5 million triple-verified physicians, APPs, pharmacists and other clinicians across roughly 150 countries, and turns that community into real-time research and data products for pharmaceutical, biotech and medical device clients.

You'll embed with Sermo's Delivery and Operations team and redesign the survey lifecycle around AI agents: from turning client requirements into a finished survey, to fielding it to the right healthcare professionals, to bringing in external vendors when more responses are needed. This is hands-on. You'll learn how the work runs today, then design, build, test, deploy and improve agent-first workflows with Delivery, Operations and Engineering.

The goal isn't AI bolted onto today's process, but a redesigned workflow where agents do the work and people verify it.

Vendor engagement, the first major agent. When internal feasibility or response volume falls short, the team sources additional respondents from external market-research vendors through manual outreach, negotiation and tracking. You'll build the agent that detects when vendor support is needed, sends approved outreach, manages follow-ups, organizes responses, supports negotiation within the agreed rate card, tests survey links, learns from historical bid and pricing data, and escalates decisions that need human approval.

Speed to answer is part of the value, since a faster quote wins more of the work.

Survey creation and translation. Client requirements arrive in many formats. You'll build a workflow that extracts and structures requirements from source documents, drafts the survey in internal tooling, flags unclear requirements and routes work to reviewers. You'll also improve AI-assisted translation, including selective re-translation of changed questions, with quality checks and review steps. You'll build on, or replace, the internal tools teams already use, bringing them within Sermo's data-handling and security standards.

Fielding and audience targeting. You'll improve how surveys reach the right healthcare professionals by specialty, country, screening criteria, exclusions and participation history; monitor responses; flag surveys at risk of missing volume or timelines; and recommend next actions, with fielding activity managed through Salesforce. You'll also improve how incentives are set to drive timely responses, and work alongside the existing AI screener-matching tool rather than rebuild it.

• Embed with Delivery and Operations to map the survey lifecycle end to end, including tools, handoffs, exceptions, approvals and bottlenecks, and set a measurable baseline.
• Redesign each workflow agent-first and build it: document extraction, structured outputs, routing, agentic task execution, and integrations through APIs, webhooks and automation tools.
• Connect workflows to Sermo's homegrown survey platforms and Salesforce, working with internal engineers on deeper platform changes.
• Design human-in-the-loop controls for every production workflow: approval checkpoints, review queues, guardrails, audit trails and exception handling.
• Build evaluations and monitoring, and track adoption, response rates, turnaround and time saved against the baseline.
• Document systems, workflow logic, prompts and operating procedures so the team can run and improve them.
• Identify and prioritize the next AI opportunities across Delivery.

• 5+ years of software engineering, including 2+ years building and deploying AI-powered workflows, agents or automation in production business environments, not only prototypes.
• A completed agent-first redesign of a real business workflow that…