Senior UX Designer & Researcher

New

PlanfulFinancial performance management software

Remote, North AmericaFull-TimeSenior

SalaryThe OTE range for this role is $180,000 - $210,000 USD per year, depending on experience and location.

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Job Details

Have 6-8 years of experience in UX research and design, ideally in enterprise or B2B SaaS.
Provide a portfolio demonstrating research and design work, including how research findings shaped design decisions and outcomes.
Bring hands-on experience with qualitative research methods, including user interviews, usability testing, and needs analysis.
Have familiarity with quantitative methods, including surveys and analytics review.
Have experience creating user-centered artifacts such as personas, scenarios, journey maps, and information architecture.
Be proficient in Claude and Figma for wireframing, prototyping, and working within a design system.
Have experience collaborating with product managers and engineers throughout the design and development cycle.
Have strong communication and storytelling skills, including presenting research and design rationale to varied audiences.
Have working knowledge of HTML/CSS and responsive design principles.
Preferred: financial domain experience or finance domain knowledge, including FP&A, accounting, consolidations, or reporting.
Preferred: experience designing for data-dense products such as grids, dashboards, and reporting tools.
Preferred: experience with AI-powered or agentic experiences and research tools such as UserTesting, Maze, or Dovetail.

Plan and conduct generative and evaluative research, including interviews, contextual inquiry, usability tests, concept tests, and surveys.
Partner with Product, Customer Success, and Support to recruit research participants and maintain customer conversations.
Synthesize research into personas, journey maps, opportunity areas, and insight summaries.
Measure shipped design impact using usability metrics, behavioral data, and customer feedback, then use results to guide iteration.
Build and maintain a shared research repository.
Present findings and recommendations to stakeholders and customers, and inform roadmap priorities with evidence.
Define problem statements with Product and develop wireframes, user flows, and interaction storyboards.
Create and iterate on mockups and prototypes using the Planful Design System and brand guidelines.
Work with Engineering during development to navigate constraints and achieve the best possible UX outcomes.
Contribute to the Planful pattern library and estimate workload for backlog planning.

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