About Us:
insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.
Job Description:
Job Summary
insightsoftware is seeking a UX Manager to build and lead a dedicated user experience function within the Certent Equity Management (CEM) product organization. This is a foundational hire — the role is responsible for standing up UX as a discipline across the equity platform, establishing design standards, building a team of UX researchers and UI designers, and embedding user-centered design practices into the product development lifecycle. The UX Manager will partner closely with Product Management, Engineering, and Professional Services to drive measurable improvements in usability, workflow efficiency, and participant experience across a complex financial services SaaS platform.
Key Responsibilities
Team Building & Leadership
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
Design System & Standards
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
Research & Discovery
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
Product Collaboration & Execution
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
Support the NextGen platform modernization initiative by establishing the UX vision and interaction patterns for the next-generation architecture
Stakeholder & Customer Engagement
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
Required Qualifications
Experience
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
Technical & Domain Knowledge
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
Education
Preferred Qualifications
Experience in financial services, fintech, or equity compensation SaaS
Familiarity with equity administration workflows or regulated financial reporting environments
Experience supporting platform migration or modernization efforts with significant UX re-architecture
Experience managing external design contractors or agency partnerships alongside an internal UX research and design team
MBA or advanced degree in a design, HCI, or research-related discipline
The salary range in United States of America for this position is 139,000.00 to 174,000.00 USD Annual.
Your specific offer within this range will be determined by your skills, experience, and qualifications. For non-sales roles, you may be eligible for a bonus. For sales roles, this range includes a commission target.
We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don't hesitate to ask during the interview process.
Additional Information
All your information will be kept confidential according to EEO guidelines.
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