Senior Lead Product Designer - Salesforce CRM Tools

• Lead the design, strategy, and implementation of digital product design experiences within the Customer Relationship Management (CRM) suite of applications on our advisor platforms
• Perform discovery, iterative design, testing, and outcome measurement to define core product offerings with innovative UX/UI design that leverages Salesforce platform technologies
• Craft end-to-end user journeys that seamlessly integrate CRM capabilities throughout the platform
• Partner with various stakeholders to drive value, growth, and optimize delivery by employing best practices in user centered design and agile development
• Provide vision, direction, and expertise to senior leadership through compelling design communication
• Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to ensure the user experience is a key part of the product offering

• 7+ years of web application and/or enterprise design experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 5+ years' experience designing experiences for enterprise platforms that includes customer relationship management
• 2+ years' experience leading design on complex initiatives for large-scale, multi-user platforms
• Experience with current Salesforce platform technologies
• Experience with Lightning Design System
• Figma expertise, including working with design systems and prototyping
• Demonstrated information architecture ability expressing complex data into dashboard summaries with actionable insights
• Ability to incorporate AI technologies in design solutions
• Experience working independently with stakeholders across all disciplines leading design from concept to completion
• Wealth Management or Fintech experience

Data Visualization is a big plus

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement