Job description

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 To foster the best in class work we’re so proud of, we’ve created a best in class culture, including: 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.

Requirements

Must-haves

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
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
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)

Nice-to-haves

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
To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:
2 Volunteer days, Birthday PTO, and quarterly company Wellness Days
Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
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.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

design systemfigmaai

Platform: greenhouse
Effort: quick

Benefits

Benefits detected in the listing.

Pto

Wellness