UX designer - researcher shaping Planful’s financial performance management platform. Conducting user research and translating insights into enterprise SaaS workflows, prototypes, and design - system solutions.
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Senior Product Designer – Onboarding & Activation
Posted 2 months ago
About the role
- Senior Product Designer shaping onboarding and activation for Clio’s legal AI platform. Designing first-120-day customer journeys, in-product guidance, and internal migration tooling.
Responsibilities
- Own the end-to-end design of onboarding and activation experiences from day one through the first 120 days across Clio products
- Map customer journeys covering initial setup, first value, team adoption, habit formation, and product discovery
- Design onboarding paths for different firm types, roles, and customer value paths
- Identify customer success and drop-off points and use findings to drive design decisions
- Design and ship checklists, empty states, contextual tooltips, progress indicators, and in-app guidance
- Create product-discovery surfaces for products customers already have access to
- Concept, prototype, and present solutions addressing business and user problems
- Partner with Product to define activation milestones and design experiences that move customers toward them
- Use cohort analysis, funnel metrics, and time-to-milestone data to guide and evaluate design decisions
- Research and design internal tooling for Onboarding Specialists and Data Migration teams
- Improve manual, slow, or untracked onboarding and migration processes
- Partner with Product Management and Engineering to deliver clear, shippable solutions
- Collaborate across Manage, Work, Grow, Payments, and Accounting product teams
- Participate in team critiques, support fellow designers, articulate design rationale, and challenge assumptions
Requirements
- 5+ years of experience in product design
- SaaS or B2B product experience strongly preferred
- Demonstrated experience designing onboarding, activation, or early lifecycle experiences in a B2B SaaS environment
- Ability to design customer journeys across 30, 60, and 90 days
- Experience designing for multi-role, multi-stakeholder products with different entry points and value paths
- Track record of shipping products that solve customer problems and move company metrics
- Proficiency in user research methodologies and translating findings into actionable design insights
- Proficiency in modern design tools, including Figma and Figma Make
- Comfort working with funnel data, cohort analysis, and time-to-milestone metrics
- Excellent communication, collaboration, and presentation skills
- Strong understanding of interaction design, usability, visual design, and accessibility
- Experience with design systems
- Demonstrated experience transforming design craft using AI
- Preferred: experience designing onboarding and activation journeys with concrete outcomes
- Preferred: experience designing internal tooling for onboarding, implementation, or migration teams
- Preferred: experience in legal tech, vertical SaaS, or professional services
- Preferred: experience in a multi-product company
- Preferred: familiarity with Pendo, Amplitude, Appcues, or similar tooling
- Preferred: experience designing AI-assisted workflow, automation, or guidance features
Benefits
- Competitive, equitable salary
- Top-tier health benefits
- Dental insurance
- Vision insurance
- Flexible time off policy, with an encouraged 20 days off per year
- EAP benefits for you and household members, including counseling and online resources
- 401k matching
- Child Education Savings
- Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years
- Accessibility accommodations during the recruitment process
- Remote work for USA candidates
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