Senior UX Designer, Researcher

This is a fully remote position, open to applicants in North America.

📋 Description

• Drive the ongoing development of the Planful financial performance management platform.

• Perform both generative and evaluative research, which includes conducting customer interviews, contextual inquiries, usability tests, concept evaluations, and surveys.

• Collaborate with Product, Customer Success, and Support teams to recruit participants and maintain a continual customer-conversation pipeline.

• Transform research findings into personas, journey maps, opportunity areas, and insight summaries.

• Assess the impact of design implementations through usability metrics, behavioral data, and customer feedback.

• Keep a shared repository for research documentation.

• Share insights and recommendations with stakeholders and customers, influencing roadmap priorities.

• Articulate problem statements and create wireframes, user flows, and interaction storyboards.

• Develop mockups and prototypes adhering to the Planful Design System and brand standards.

• Analyze competing products, industry standards, and UX research findings.

• Collaborate with Engineering to navigate constraints and deliver exceptional UX results.

• Contribute to the Planful pattern library and enhance team standards.

• Estimate workload to facilitate backlog planning and prioritization.

⛳️ Requirements

• 6-8 years of experience in UX research and design, preferably within the enterprise or B2B SaaS sector.

• A portfolio showcasing both research and design projects, illustrating how research insights informed design decisions and outcomes.

• Hands-on experience with qualitative research techniques, such as user interviews, usability testing, and needs assessment.

• Understanding of quantitative methods, including surveys and analytics analysis.

• Experience in creating personas, scenarios, journey maps, and information architecture.

• Proficiency in Claude and Figma for wireframing, prototyping, and operating within a design system.

• Demonstrated experience collaborating with product managers and engineers throughout the design and development process.

• Excellent communication and storytelling abilities, with the skill to present research and design rationale to diverse audiences.

• Proficient knowledge of HTML/CSS and principles of responsive design.

• Preferred: experience in the financial domain or knowledge of finance.

• Preferred: experience in designing for data-intensive products, such as grids, dashboards, and reporting tools.

• Preferred: experience in designing or researching AI-driven or agentic experiences and utilizing AI tools in daily tasks.

• Preferred: familiarity with UserTesting, Maze, Dovetail, or similar research tools.

🏝️ Benefits

• 2 Volunteer days.

• Birthday PTO.

• Quarterly company Wellness Days.

• 13 months’ supply of diapers and meal deliveries for the first month of Maternity/Paternity leave.

• Company-wide Mentorship program with Executive sponsorship from the CFO.

• Monthly training programs tailored for managers.

• Employee Resource Groups such as Women of Planful and Parents of Planful.

• Comprehensive benefits and wellbeing resources.