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:
insightsoftware is seeking a User Experience Researcher to join the newly established UX team within the Certent Equity Management (CEM) product organization. Reporting to the UX Manager, Equity, this role is responsible for planning and conducting research that uncovers how equity plan administrators, finance teams, participants, and broker partners interact with the CEM platform — and translating those insights into actionable recommendations that improve usability, reduce friction, and inform product decisions. This is not a generalist research role — it requires meaningful equity compensation domain knowledge to design studies that ask the right questions, interpret findings within the context of real-world equity workflows, and engage credibly with customers and internal stakeholders who operate in a complex, regulated financial services environment. The UX Researcher will partner closely with UI Designers, Product Managers, and Engineering to embed evidence-based design practices across the full product development lifecycle.
Research Planning & Execution
Plan and conduct generative and evaluative research across CEM product domains — including equity plan administration, ESPP, batch processing, broker integrations, admin reporting, financial reporting, and participant experiences
Select and apply appropriate research methodologies based on the question at hand — including usability testing, contextual inquiry, task analysis, card sorting, tree testing, diary studies, surveys, and moderated/unmoderated interviews
Design research studies that account for the complexity and specificity of equity compensation workflows — understanding that tasks like configuring a vesting schedule, processing an ESPP purchase, or reconciling an ASC 718 disclosure carry domain-specific nuances that generic UX methods alone will not capture
Recruit and screen research participants from relevant user segments, including equity plan administrators, finance and accounting teams, HR stakeholders, plan participants, and broker operations contacts
Manage research logistics end-to-end, including study design, participant scheduling, session facilitation, note-taking, and synthesis
Analysis & Insight Generation
Develop and maintain persona frameworks, journey maps, empathy maps, and workflow models specific to CEM's core user segments and equity administration contexts
Identify usability issues, friction points, and unmet needs across existing CEM workflows, categorizing findings by severity, frequency, and business impact
Track and report on UX metrics — task completion rates, time-on-task, error rates, satisfaction scores — to establish baselines and measure the impact of design changes over time
Partner with Product Managers across all CEM domains to integrate research into discovery, prioritization, and validation cycles — ensuring product decisions are grounded in evidence rather than assumption
Stakeholder Communication & Research Democratization
Present research findings to product leadership, engineering, Professional Services, and cross-functional stakeholders in clear, compelling formats that drive action
Create and maintain a research repository — organizing past studies, key findings, persona documentation, and journey maps — so insights are accessible and reusable across the product organization
Customer & Field Engagement
Support Sales in strategic engagements by providing user research insights, persona summaries, and UX case studies that demonstrate insightsoftware's commitment to customer-centered product development
2+ years of experience in equity management, equity compensation, or financial services platforms — either in a UX research capacity, as a practitioner (equity plan administrator, compensation analyst, financial reporting analyst), or in a product role within the equity domain
Demonstrated experience planning and executing both generative research (discovery, contextual inquiry, journey mapping) and evaluative research (usability testing, A/B testing, prototype validation)
Technical & Domain Knowledge
Solid understanding of equity compensation principles, including stock options, RSUs, RSAs, ESPP, performance awards, and participant transaction lifecycles
Familiarity with equity administration workflows — plan setup, vesting, exercises, terminations, corporate actions, and reporting — sufficient to design research studies that reflect real-world task complexity
Working knowledge of qualitative and quantitative analysis methods, including thematic coding, affinity diagramming, and basic statistical interpretation of survey and metric data
Bachelor's degree in Human -Computer Interaction, Psychology, Cognitive Science, Information Science, Anthropology, or a related field required
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.
