Survey Technology and Automation Specialist

Guidepoint

About The Position

Guidepoint’s Market Research Team is seeking a Survey Technology and Automation Specialist to design team-wide and project-specific automations and processes for all stages of quantitative survey research projects. The role works with US-based colleagues on the West Coast and may be hybrid from Guidepoint’s Mumbai, Pune, or Delhi offices, or remote. The specialist supports automation initiatives that reduce manual work across bidding and scoping, project management, setup, programming, data collection, quality assurance, data processing, and analysis. The role collaborates with team leads and project managers to identify workflow challenges, recommend tools and processes, create project-specific automations, connect software and databases, and maintain tools used by non-technical stakeholders. The specialist also coordinates with internal IT and Engineering teams to ensure internally built tools meet information security and software best practices.

Requirements

4–8 years of experience managing automation projects for survey research clients.
Experience automating custom formatting and transformation of aggregated and raw data files, including Excel and PowerPoint files, using VBA, Python, R, or other tools.
Experience with dashboarding software and services, including setting up and displaying interactive dashboard visuals built from survey data.
Experience with survey design software such as Qualtrics, Forsta/Decipher, or Alchemer.
Experience setting up API calls or using code-light automation tools, such as Microsoft Power Automate or Zapier, to connect platforms and pass data and information between services.

Nice To Haves

Experience with DisplayR and/or Power BI.
Experience with Qualtrics.

Responsibilities

Support a roadmap of automations that reduce manual work across quantitative survey research, including bidding and scoping, project management, setup, programming, data collection, quality assurance, data processing, and analysis.
Work with team leads and project managers to understand pain points and recommend automation designs, tools, and processes that improve workflow efficiency.
Coordinate with project managers to design custom project-specific automations or macros for client needs involving data formatting or presentation in Excel-based tables, PowerPoint files, or other deliverable formats.
Help build connections between systems to minimize manual information transfer, including between MS365 products and Qualtrics, Monday.com, DisplayR, and other software and databases.
Maintain and support existing and newly built macros, integrations, and efficiency toolkits used by non-technical stakeholders across the Market Research team and other parts of the organization.
Coordinate with internal IT and Engineering teams to ensure internally built tools and systems comply with information security and software best practices.
Perform other duties as required.