Survey Specialist at First Command Financial Services, Inc. (Dallas, TX)

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Job Description

Position Summary

We are seeking a self-motivated, organized professional with an advanced attention to detail to join our Experience Design team as a Survey Specialist. The Survey Specialist will review and design survey instruments and will have the primary responsibility to build initial drafts of Customer surveys and to own the revision process until the survey goes live into the field for data collection.

The successful candidate will possess two critical skill sets: an editor's attention to detail and a broadly applicable understanding of research methods, including experience in technical writing (e.g., English language editing) and developing research plans-whether marketing research or a survey-based social science. Survey drafts are built and revised in the Qualtrics platform, and the Survey Specialist will be avid Qualtrics user (i.e., versed in the programming of skip logic, display logic, and survey flow), comfortable using the Qualtrics platform and willing to complete advanced software certification.

Finally, given the swift nature of marketing research and the steady flow of client work, success in this role will demonstrate an ability to manage numerous survey projects and at different stages of development. Although supervised by Associate Director, Client Experience, the Survey Specialist will largely work independently with respect to setting and meeting deadlines, requiring strong organizational and time management skills.


  • Draft, finalize and launch quantitative surveys: including, understand survey objectives and define success metrics
  • Work with business and technology partners to gather and define requirements
  • Generate detailed dashboards and research using Core XM and other tools
  • Report and communicate research findings and outcomes to project stakeholders
  • Identify and develop new ways to engage Customers for increasing survey adoption


  • Bachelor's degree or equivalent with user research, user experience or similar

Work Experience

  • 2+ years of experience working hands-on with quantitative research
  • High proficiency with Qualtrics survey tools

Knowledge, skills, and abilities

  • End-to-end Quantitative Research projects
  • Qualtrics (analytical reports, surveys, managing directories, dashboards)
  • Qualtrics service strategy, process standardization, and continued governance around it
  • General familiarity with the Qualtrics research core
  • Familiarity with marketing or social science survey-based research
  • Superior attention to detail
  • Comfort in a fast-pace and sometimes unstructured environment
  • Ability to articulate complex concepts clearly and pleasantly, especially through written communication
  • Degree from a 4-year college or university
  • High-level organizational and time management skills
  • A 'can-do' attitude and a collaborative team player
  • Clear communication skills

Preferred Qualifications

  • Fin-Tech experience
  • E-Commerce experience (Banking instead of shopping cart)
  • Familiarity with other survey / insights platforms like MS Forms, Survey Monkey, Medallia


The information of this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job, which may vary on the department or the assignment. The actual essential duties, responsibilities and qualifications may vary by department, reporting structure and other business needs. No inference should be drawn that a specific job duty, responsibility or qualification is non-essential by its absence from this description.
More Information on First Command Financial Services, Inc.
First Command Financial Services, Inc. operates in the Fintech industry. The company is located in Fort Worth, TX, Birmingham, AL, Anchorage, AK, Lemoore, CA, Aurora, CO, Bonita Springs, FL, Alpharetta, GA, Boise, ID, Brunswick, ME, Aberdeen, MD, Lexington, MA, Bloomington, MN, Biloxi, MS, Papillion, NE, Cape May Court House, NJ, Alamogordo, NM, Asheville, NC, Lawton, OK, Carlisle, PA, Columbia, SC, Clarksville, TN, Austin, TX, Colonial Heights, VA and Cheyenne, WY. First Command Financial Services, Inc. was founded in 1958. It has 2118 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 57 open jobs at First Command Financial Services, Inc., click here.
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