UX Manager, Equity

🕒 May 1

🇺🇸 United States – Remote

💵 $139k - $174k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🎨 Product Designer (UI/UX)

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insightsoftware

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

☁️ SaaS

💸 Finance

🏢 Enterprise

💰 $798.6M Private Equity Round - insightsoftware on 2021-07

SaaS • Finance • Enterprise

insightsoftware is a provider of financial and operational reporting software and data analytics solutions for the Office of the CFO. Its cloud-enabled platform and pre-built connectors integrate with major ERPs (Oracle, SAP, Microsoft and 140+ others) to deliver financial reporting, budgeting/planning, consolidation, tax and lease lifecycle management, embedded analytics, and automation tools. The company serves finance, accounting, and operations teams with AI-enabled features, data virtualization, and turnkey templates to accelerate reporting, planning, and compliance.

📋 Description

• Build and lead the CEM UX function from the ground up; hiring and managing a team of UX researchers and UI designers as the function scales. • Define team structure, roles, and operating model that balances dedicated research and design capacity across multiple concurrent workstreams (admin, financial reporting, ESPP, broker, batch processing, and platform modernization). • Establish workflows and collaboration processes between UX research and UI design to ensure insights flow directly into design decisions. • Foster a UX culture rooted in evidence-based design, rapid iteration, and close partnership with product and engineering. • Mentor and develop UX researchers and UI designers individually; setting clear expectations for quality, velocity, and stakeholder engagement. • Create and maintain a unified design system and component library for the CEM platform, ensuring visual and interaction consistency across modules. • Direct UI designers in defining and evolving design patterns, guidelines, and reusable components that account for the complexity of equity compensation workflows, including dense data entry, multi-step transactions, regulatory disclosures, and financial reporting outputs. • Establish accessibility standards appropriate for an enterprise financial services application. • Stand up a rigorous UX research practice, including usability testing, heuristic evaluations, task analysis, and customer interviews. • Direct UX researchers in planning and executing generative and evaluative research across all CEM product domains. • Partner with Product Management to integrate user research into discovery, prioritization, and validation cycles. • Build and maintain empathy maps, journey maps, and persona frameworks specific to CEM's core user segments — equity administrators, finance teams, participants, and broker partners. • Embed the UX team into the product development lifecycle, contributing research insights and design input from early discovery through delivery and post-release iteration. • Allocate UX research and UI design capacity across product domains, ensuring coverage is aligned with roadmap priorities and strategic initiatives. • Partner with Product Managers to translate PRDs and functional requirements into wireframes, prototypes, and final UI specifications. • Collaborate with Engineering to ensure design intent is preserved through implementation, participating in sprint reviews and QA walkthroughs. • Present UX strategy, research findings, and design direction to product leadership and cross-functional stakeholders. • Coordinate customer advisory sessions, onsite visits, and feedback reviews to ground design decisions in real-world workflows. • Partner with Professional Services to understand implementation pain points and identify UX-driven solutions that reduce onboarding friction and support burden.

🎯 Requirements

• 7+ years of UX experience spanning research and design, with at least 2 years in a management or team lead capacity overseeing both disciplines. • Demonstrated experience building or significantly scaling a UX function — including hiring and managing both UX researchers and UI designers — within a B2B SaaS product organization. • Strong portfolio or body of work demonstrating end-to-end involvement across complex, data-intensive enterprise applications. • Proven ability to establish design systems, research practices, and UX processes from scratch or near-scratch. • Experience integrating UX research and design into Agile product development cycles, including operating a dual-track discovery and delivery model that keeps design work running ahead of engineering without becoming a sprint dependency. • Deep fluency in modern design tools (Figma preferred) and prototyping workflows. • Familiarity with AI-assisted design and research tools, including generative UI workflows and AI-powered research synthesis, with the judgment to apply them appropriately without substituting automation for evidence-based design decisions. • Strong understanding of UX research methodologies — both generative (interviews, contextual inquiry, journey mapping) and evaluative (usability testing, A/B testing, heuristic review). • Strong understanding of interaction design patterns for enterprise applications — tables, forms, dashboards, multi-step workflows, and role-based interfaces. • Familiarity with accessibility standards (WCAG) and responsive design principles. • Ability to communicate design rationale and research findings clearly to technical and non-technical stakeholders. • Bachelor's degree in Design, Human-Computer Interaction, Information Science, Psychology, or a related field required.

🏖️ Benefits

• Your information will be kept confidential according to EEO guidelines. • Background checks are required for employment with insightsoftware, where permitted by country, state/province.