Senior UX Designer & Researcher

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 surveysPartner with Product, Customer Success, and Support to recruit participants and maintain an ongoing pipeline of customer conversationsSynthesize findings into clear, actionable deliverables such as personas, journey maps, opportunity areas, and insight summariesMeasure the impact of shipped designs using usability metrics, behavioral data, and customer feedback, and use the results to guide iterationBuild and maintain a shared research repository so insights are discoverable and reused across teamsPresent 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 solutionsDesign mockups and prototypes that follow the Planful Design System and brand guidelines, and iterate based on user and stakeholder feedbackReview competing products, industry conventions, and UX research to ensure solutions are well supported by evidenceWork closely with Engineering during development to navigate constraints and ensure the best achievable UX outcomesContribute to the Planful pattern library and help raise the standard of the team overallEstimate your workload accurately so the team lead can plan and prioritize the backlogEmbody 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 SaaSA portfolio that demonstrates both research and design work, showing how research findings shaped design decisions and outcomesHands-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 architectureProficiency in Claude and Figma for wireframing, prototyping, and working within a design systemExperience working collaboratively with product managers and engineers throughout the design and development cycleStrong communication and storytelling skills, with the ability to present research and design rationale to varied audiencesWorking 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 knowledgeExperience designing for data-dense products such as grids, dashboards, and reporting toolsExperience designing or researching AI-powered or agentic experiences, and comfort using AI tools in your daily design and research workflowExperience 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 Days13 months’ supply of diapers and meal deliveries for the first month of your Maternity/Paternity leaveCompany-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programsEmployee 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.