UX Designer â Internal CRM & Sales Applications
UX Designer â Internal CRM & Sales Applications
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Job Description
The Opportunity
We are seeking a highly skilled and systemsminded UX Designer to reimagine and redesign the internal CRM tools used across our life insurance business. This is not a visual or brand design rolethis is about workflow efficiency agent productivity and business enablement. You will partner with our Technical Product Manager and senior leadership to document rebuild and reenvision the user experience across bespoke platforms used by sales support underwriting and claims teams.
This is a unique opportunity to design systems that directly impact agent effectiveness operational scalability and investorreadinessstarting from the ground up. Ideally candidates located in London Toronto or the Eastern United States (remote with travel) are preferred.
Why Join
This role places you at the heart of a transformation. Youll help turn a fragmented Frankensteinlike internal tool into an elegant intuitive CRM tailored to our agents realworld tasks. With executive sponsorship and direct access to key business units youll have the clarity influence and support to create something meaningfulwith impact visible from Day One.
The Role
Reporting into Product and working in close collaboration with our CTO Head of Data Engineering and field stakeholders the UX Designer will lead the experience architecture of internal systemsfrom first concept through design documentation and stakeholder validation. You will work handinhand with our Business Analyst/TPM to ensure a unified vision for how the system works and feels.
This is a handson design role focused on documenting wireframing and evolving complex workflowsnot building marketing sites or publicfacing applications.
Key Responsibilities & Outcomes
- Partner with our Technical Product Manager to map currentstate user journeys for agents underwriters and customer service teams.
- Lead the reimagining of workflows with a humancentered approachreducing task friction click count and cognitive load.
- Create and maintain living UX assets (Figma wireframes flowcharts journey maps) that illustrate improved system logic and design intent.
- Serve as the UX lead in crossfunctional conversations with Engineering Compliance Legal and Support to validate edge cases and process alignment.
- Ensure final designs are aligned with system capabilities balancing ideal state with engineering feasibility.
- Advocate for accessibility clarity and user efficiency across all designs.
- Participate in user feedback sessions incorporating findings into iterative design cycles.
- Maintain versioncontrolled UX documentation in Confluence and SharePoint.
- Support agent training enablement with clear visual guides and interface explanations.
Qualifications :
Required Qualifications
- 5 years of experience as a UX Designer preferably in enterprise or internal tools (CRM ERP sales platforms).
- Proven track record of designing complex workflows and systems used by operational teams (sales call center support back office).
- Fluency in Figma or equivalent tools for wireframing prototypes and asset management.
- Strong understanding of business process design system logic and human factors.
- Ability to document not just the what of user interfaces but the why behind them.
- Demonstrated experience working crossfunctionally with Product Engineering and nontechnical business stakeholders.
- Strong communication skillsable to explain UX rationale to a CEO developer or agent.
- Experience working on applications that handle regulated or sensitive data (insurance financial services health tech) preferred.
- Comfortable managing documentation in Confluence SharePoint and tools like Lucidchart or Visio.
Who You Are
- A systems thinker who sees workflows as user journeys and business logic as design challenges.
- Obsessed with reducing complexity and friction for realworld users.
- Curious pragmatic and unafraid to rebuild whats broken.
- Detailoriented versioncontrol aware and comfortable in fastpaced environments with high ambiguity.
First 90 Days
- Shadow sales underwriting and support teams to build empathy and insight into daytoday tool usage.
- Collaborate with TPM to identify friction points in current workflows.
- Begin production of visual assets and flow documentation for current state.
- Deliver redesigned wireframes for core highimpact workflows.
612 Months
- Help launch new CRM experience assets in partnership with Engineering and Product.
- Complete blueprint documentation with visuals for all agentfacing tools.
- Serve as lead UX owner for roadmap initiatives focused on CRM modernization agent enablement and tool scalability.
Additional Information :
We Offer
Neilson provides a competitive total compensation package extensive learning opportunities and a dynamic environment where you can grow your career. Compensation will be based on experience skill set geographic location and business needs. Additionally we offer a robust benefits package.
If you are ready to step into a role as our principal technical product owner and see yourself thriving while rising to the challenge wed love to hear from you. Join us at Neilson and help shape the future of our technology landscape.
Remote Work :
Yes
Employment Type :
Fulltime
Employment Type
Remote
