UX Researcher, Equity

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $88k - $111k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🔬 UX Researcher

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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

• Plan and conduct generative and evaluative research across CEM product domains — including equity plan administration, ESPP, batch processing, broker integrations, admin reporting, financial reporting, and participant experiences • Select and apply appropriate research methodologies based on the question at hand — including usability testing, contextual inquiry, task analysis, card sorting, tree testing, diary studies, surveys, and moderated/unmoderated interviews • Design research studies that account for the complexity and specificity of equity compensation workflows • Recruit and screen research participants from relevant user segments, including equity plan administrators, finance and accounting teams, HR stakeholders, plan participants, and broker operations contacts • Manage research logistics end-to-end, including study design, participant scheduling, session facilitation, note-taking, and synthesis • Synthesize qualitative and quantitative research data into clear, actionable findings with specific design and product recommendations • Develop and maintain persona frameworks, journey maps, empathy maps, and workflow models specific to CEM's core user segments and equity administration contexts • Identify usability issues, friction points, and unmet needs across existing CEM workflows, categorizing findings by severity, frequency, and business impact • Conduct heuristic evaluations and expert reviews of CEM interfaces • Track and report on UX metrics — task completion rates, time-on-task, error rates, satisfaction scores — to establish baselines and measure the impact of design changes over time • Partner with Product Managers across all CEM domains to integrate research into discovery, prioritization, and validation cycles • Collaborate with UI Designers to translate research findings into design direction, validating concepts and prototypes through iterative testing before engineering commitment • Contribute research-informed input during PRD development • Participate in sprint reviews and QA walkthroughs • Support the platform modernization initiative by conducting foundational research that informs the UX vision and interaction model for the next-generation architecture • Present research findings to product leadership, engineering, Professional Services, and cross-functional stakeholders in clear, compelling formats that drive action • Create and maintain a research repository — organizing past studies, key findings, persona documentation, and journey maps • Advocate for user-centered design practices by making research visible, sharing insights proactively, and helping stakeholders build empathy for the end users they serve • Coach Product Managers and UI Designers on lightweight research techniques they can apply independently, extending research impact beyond dedicated study cycles • Participate in customer advisory sessions, onsite visits, and user group meetings to observe equity administration workflows in context and build direct relationships with end users • Partner with Professional Services to understand implementation pain points, onboarding friction, and common configuration challenges that signal underlying UX problems • Collaborate with Customer Support to analyze support ticket patterns, identify usability-driven issues, and prioritize research efforts toward the highest-impact problem areas • Support Sales in strategic engagements by providing user research insights, persona summaries, and UX case studies that demonstrate insightsoftware's commitment to customer-centered product development.

🎯 Requirements

• 3+ years of UX research experience, with a strong portfolio demonstrating end-to-end research across complex, data-intensive enterprise applications • 2+ years of experience in equity management, equity compensation, or financial services platforms — either in a UX research capacity, as a practitioner (equity plan administrator, compensation analyst, financial reporting analyst), or in a product role within the equity domain • Demonstrated experience planning and executing both generative research (discovery, contextual inquiry, journey mapping) and evaluative research (usability testing, A/B testing, prototype validation) • Proven ability to synthesize research into actionable findings that directly influenced product or design decisions • Strong facilitation skills for conducting interviews, usability sessions, and workshops with enterprise users who may have limited availability and high domain expertise • Excellent written and verbal communication skills, with experience presenting research findings to senior stakeholders and cross-functional audiences • Solid understanding of equity compensation principles, including stock options, RSUs, RSAs, ESPP, performance awards, and participant transaction lifecycles • Familiarity with equity administration workflows — plan setup, vesting, exercises, terminations, corporate actions, and reporting — sufficient to design research studies that reflect real-world task complexity • Proficiency in UX research tools — including usability testing platforms, survey tools, and analysis/synthesis tools • Working knowledge of qualitative and quantitative analysis methods, including thematic coding, affinity diagramming, and basic statistical interpretation of survey and metric data.

🏖️ Benefits

• Additional Information: All your information will be kept confidential according to EEO guidelines. • Background checks are required for employment with insightsoftware, where permitted by country, state/province. • We are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. • We are proud to be an equal opportunity workplace.