Lead Product Designer shaping AI - powered insurance workflows and data - dense underwriter experiences. Scaling Kalepa’s professional - grade AI platform through systems thinking and rapid prototyping.
About the role
- 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.
Responsibilities
- Shape the continuing evolution of the Planful financial performance management platform
- Conduct generative and evaluative research, including customer interviews, contextual inquiry, usability tests, concept tests, and surveys
- Recruit participants with Product, Customer Success, and Support and maintain an ongoing customer-conversation pipeline
- Synthesize research into personas, journey maps, opportunity areas, and insight summaries
- Measure shipped-design impact using usability metrics, behavioral data, and customer feedback
- Maintain a shared research repository
- Present findings and recommendations to stakeholders and customers and inform roadmap priorities
- Define problem statements and develop wireframes, user flows, and interaction storyboards
- Design mockups and prototypes using the Planful Design System and brand guidelines
- Review competing products, industry conventions, and UX research
- Partner with Engineering to navigate constraints and achieve strong UX outcomes
- Contribute to the Planful pattern library and improve team standards
- Estimate workload to support backlog planning and prioritization
Requirements
- 6-8 years of experience in UX research and design, ideally in enterprise or B2B SaaS
- A portfolio demonstrating both research and design work, including how research findings shaped design decisions and outcomes
- Hands-on experience with qualitative research methods, including user interviews, usability testing, and needs analysis
- Familiarity with quantitative methods, including surveys and analytics review
- Experience creating personas, scenarios, journey maps, and information architecture
- Proficiency in Claude and Figma for wireframing, prototyping, and working within a design system
- Experience collaborating with product managers and engineers throughout the design and development cycle
- Strong communication and storytelling skills, with ability to present research and design rationale to varied audiences
- Working knowledge of HTML/CSS and responsive design principles
- Preferred: prior financial domain experience or finance domain knowledge
- Preferred: experience designing for data-dense products such as grids, dashboards, and reporting tools
- Preferred: experience designing or researching AI-powered or agentic experiences and using AI tools in daily workflows
- Preferred: experience 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 of CFO
- Manager-specific monthly training programs
- Employee Resource Groups such as Women of Planful and Parents of Planful
- Benefits and wellbeing resources
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