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:

insightsoftwareis seeking a User Interface Designer to join the newly established UX team within theCertentEquity Management (CEM) product organization. Reporting to the UX Manager, Equity, this roleis responsible fordesigning intuitive, visually consistent, and production-ready interfaces across the CEM platform — translating complex equity compensation workflows into clean, usable experiences for plan administrators, finance teams, participants, and broker partners. The UI Designer will work closely with UX Researchers, Product Managers, and Engineering to ensure design decisions are grounded in user evidence, aligned with product requirements, and implemented with fidelity. This role is foundational — you will helpestablishthe design system,componentlibrary, and visual language that will define the CEM platform experience across both the existing product and the next-generation architecture.

Key Responsibilities

Interface Design & Execution

Design wireframes, high-fidelity mockups, interactive prototypes, and final UI specifications for features and enhancements across all CEM product domains — including equity plan administration, ESPP, batch processing, broker integrations, admin reporting, financial reporting, and participant experiences

Translate PRDs, user stories, and functional requirements into thoughtful interface designs that account for the complexity of equity compensation workflows

Design for the full spectrum of interaction patternsin an equitymanagementSaaS platform — data entry, inline editing, bulk operations, search and filtering, drill-down navigation, scheduled job monitoring, and export/print formatting

Iterate rapidly on designs based on feedback from UX Researchers, Product Managers, Engineering, and customer input,maintaininga bias toward evidence-informed refinement over assumption

Design System & Component Library

Partner with the UX Manager to create andmaintaina unified design system andcomponentlibrary for the CEM platform, ensuring visual and interaction consistency across all modules and domains

Design and document reusable UI components — including form controls, data tables, navigation patterns, status indicators, modal dialogs, notification systems, and reporting layouts — with clear usage guidelines, states, and accessibility annotations

Define and evolve the visual language of the CEM platform — typography, color systems, spacing, iconography, and elevation — balancing brand alignment with the functional demands of a data-intensive financial application

Maintain the design system as a living resource, updating components as new patternsemergeand ensuring consistency as the platform scales across existingworkstreams

Research Collaboration & User-Centered Design

Partner with UX Researchers to incorporate research findings, usability test results, and customer feedback directly into design decisions

Participate in research sessions — usability tests, customer interviews, contextual inquiries — to build firsthand empathy for how equity administrators, finance teams, and participants interact with the platform

Use research insights to inform design direction,validatedesign hypotheses, and refine interfaces through iterative testing cycles

Apply domain knowledge of equity compensation workflows toanticipateuser expectations and design for scenarios that generic usability principles alone would not surface

Product Collaboration & Engineering Handoff

Partner with Product Managers across all CEM domains to understand feature requirements, business logic, and user workflows, translating complex specifications into clear, implementable interface designs

Deliver detailed design specifications and annotated mockups that provide engineering with unambiguous guidance on layout, spacing, interaction behavior,componentusage, states, error handling, and responsive breakpoints

Collaborate with front-end engineering to ensure design intent is preserved through implementation,participatingin sprint reviews, QA walkthroughs, and visual regression checks

Support the platform modernization initiative by contributing interface designs and interaction patterns thatestablishthe visual and experiential foundation for the next-generation architecture

Accessibility & Quality Standards

Apply accessible design practices consistently — including color contrast, keyboard navigation, focus management, screen reader compatibility, and meaningful labeling — across all interface work

Conduct design QA reviews of implemented features,identifyingvisual discrepancies, interaction inconsistencies, and accessibility gaps before release

Establish andmaintaindesign quality standards that reflect the expectations of a regulated financial services platform — where precision, clarity, and trust are essential to the user experience

Stakeholder Communication

Present design work to product leadership, engineering teams, and cross-functional stakeholders, clearly articulating design rationale, trade-offs, and alignment with user research and product strategy

Create andmaintaindesign documentation that supports cross-functional understanding — including annotated flows, interaction specifications, and pattern usage guides

Participate in customer advisory sessions and feedback reviews as needed, presenting design concepts and gathering direct input on interface direction

Contribute to Product Marketing materials by providing visual assets, feature screenshots, and UI previews for release communications, sales enablement, and competitive positioning

Required Qualifications

Experience

3+ years of UI design experience, with a strong portfoliodemonstratingend-to-end interface design work across complex, data-intensive enterprise applications

2+ years of experience designing for financial services, fintech, equity compensation, or similarly regulated, data-heavy B2B SaaS platforms

Demonstrated experience creating and contributing to design systems andcomponentlibraries in production environments

Proven ability to design for complex interaction patterns — dense data tables, multi-step workflows, form-heavy interfaces, role-based views, and reporting outputs — whilemaintainingusability and visual clarity

Experience collaborating closely with UX researchers, incorporating research findings into design iterations, andparticipatingin usability testing

Strong experience working with engineering teams in Agile environments, including delivering detailed design specifications and conducting design QA

Technical & Domain Knowledge

Expert-levelproficiencyin Figma, includingcomponentarchitecture, auto-layout, design tokens, prototyping, and design system management

Strong understanding of interaction design principles for enterprise applications — including information hierarchy, progressive disclosure, error prevention, data visualization, and task flow optimization

Solid understanding of equity compensation concepts — including stock options, RSUs, RSAs, ESPP, performance awards, vesting schedules, and participant transaction workflows — sufficient to design interfaces that reflect real-world equity administration tasks without requiring constant domain translation

Working knowledge of front-end implementation considerations — HTML/CSS capabilities and constraints, responsive behavior, and component-based architecture — sufficient to design interfaces that are technicallyfeasibleand to communicate effectively with engineering

Familiarity with accessibility standards (WCAG 2.1 AA) and inclusive design practices

Understanding of data-dense UI patterns common in financial and enterprise applications — sortable/filterable tables, dashboard layouts, period-based navigation, and export/print formatting

Education

Bachelor's degree in Visual Design, Interaction Design, Human-Computer Interaction, Graphic Design, or a related field

Preferred Qualifications

Experience designing for equity administration platforms such asCertentEquity Management

Experience designing financial reporting interfaces, including disclosure outputs, expense schedules, and period-end processing workflows

Experience contributing to or leading a design system buildout from scratch or near-scratch within an enterprise product organization

Experience supporting platform migration or modernization efforts where UI redesign was a significantcomponentof the initiative

Experience in a high-growth,fast-pacedSaaS company

The salary range in United States of America for this position is 88,000.00 to 111,000.00 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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At insightsoftware, 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.

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UI Designer, Equity