Senior UX Designer & Researcher
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 1d ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 15d ago
The date the source published, not the day we noticed it (2026-10-17). Last seen at its source 1h ago.
We have tracked this listing since 24 Oct 2026 (8 days). The employer's own board has carried it every time we have read it, most recently 1 hour ago.
Is it remote?
Remote, North America
That is the location the employer filed this posting under. Quoted as written — we do not re-word the source's own location.
Who may apply?
North America
The description states no restriction of its own. This is the source's own tag.
Pay not stated
Similar roles pay $142.1k–206.2k/yr
Middle 50% of 167 listings that do state pay — Design · Senior · North America · USD/year. This employer has published no salary; this is what comparable listings we hold disclose, never converted between currencies or periods. How this is calculated.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
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Greenhouse employer's own board first seen 8d ago · last seen 1h ago
The listing
About Us
Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful empowers finance, accounting, and business users to plan confidently, close faster, and report accurately. More than 1,500 customers, including 23andMe, Bose, Boston Red Sox, Five Guys, and Zappos, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company backed by Vector Capital, a leading global private equity firm. Learn more at planful.com.
About the Role
We are seeking a UX Designer & Researcher to help shape the continuing evolution of the Planful platform. This role splits its time between two disciplines. You will uncover what our finance users need through research, then turn those insights into wireframes, flows, and prototypes that reduce friction and make Planful a delight to use.
Reporting to the Team Lead, Product Design, you will work with Product Management, Engineering, and Content to solve complex, data-rich workflow challenges. You will ground your decisions in evidence from users, industry best-practice patterns, and the Planful Design System.
Responsibilities
Research
- Plan and conduct generative and evaluative research, including customer interviews, contextual inquiry, usability tests, concept tests, and surveys
- Partner with Product, Customer Success, and Support to recruit participants and maintain an ongoing pipeline of customer conversations
- Synthesize findings into clear, actionable deliverables such as personas, journey maps, opportunity areas, and insight summaries
- Measure the impact of shipped designs using usability metrics, behavioral data, and customer feedback, and use the results to guide iteration
- Build and maintain a shared research repository so insights are discoverable and reused across teams
- Present findings and recommendations to internal stakeholders and customers, and help shape roadmap priorities with evidence
Design
- Work with Product to define problem statements, and develop wireframes, user flows, and interaction storyboards that demonstrate end-to-end solutions
- Design mockups and prototypes that follow the Planful Design System and brand guidelines, and iterate based on user and stakeholder feedback
- Review competing products, industry conventions, and UX research to ensure solutions are well supported by evidence
- Work closely with Engineering during development to navigate constraints and ensure the best achievable UX outcomes
- Contribute to the Planful pattern library and help raise the standard of the team overall
- Estimate your workload accurately so the team lead can plan and prioritize the backlog
- Embody Planful’s values and contribute to a culture of having fun together and taking pride in building wonderful products
Requirements
- 6-8 years of experience in UX research and design, ideally in enterprise or B2B SaaS
- A portfolio that demonstrates both research and design work, showing how research findings shaped design decisions and outcomes
- Hands-on experience with qualitative research methods (user interviews, usability testing, needs analysis) and familiarity with quantitative methods (surveys, analytics review)
- Experience creating user-centered artifacts such as personas, scenarios, journey maps, and information architecture
- Proficiency in Claude and Figma for wireframing, prototyping, and working within a design system
- Experience working collaboratively with product managers and engineers throughout the design and development cycle
- Strong communication and storytelling skills, with the ability to present research and design rationale to varied audiences
- Working knowledge of HTML/CSS and responsive design principles
Preferred Experience
- Prior financial domain experience (FP&A, accounting, consolidations, reporting), or at least some finance domain knowledge
- Experience designing for data-dense products such as grids, dashboards, and reporting tools
- Experience designing or researching AI-powered or agentic experiences, and comfort using AI tools in your daily design and research workflow
- Experience with research tools such as UserTesting, Maze, Dovetail, or similar
Why Planful
- 2 Volunteer days, Birthday PTO, and quarterly company Wellness Days
- 13 months’ supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
- Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
- Employee Resource Groups such as Women of Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way
The OTE range for this role is $180,000 - $210,000 USD per year, depending on experience and location. As a part of this role, you are also eligible for benefits and wellbeing resources.