Senior Salesforce UX Designer
Senior Salesforce UX Designer
Posted on :
23-07-2025
Employer Active
1 Vacancy
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Job Description
Job Title: Senior Salesforce UX Designer
Location: Onsite in NYNY or St Louis MO or Charlotte NC
Job Type : Contract
Top 3 Skills:
Design
Experience
UX Design certification
Product Design: This role involves defining specifications and designing all aspects of omni-channel products and experiences that exceed customer expectations.
Job Description:
- We are seeking a Senior Lead Designer to join the User-Centered Design Team within the Advisor Platforms Product Management organization. This role is responsible for leading the end-to-end user experience for our Salesforce Client Relationship Management product suite within our advisor platforms.
- The Advisor Platforms Product Management group oversees the strategy design and prioritization of a comprehensive suite of digital advisor tools that support growth across Wealth & Investment Managements full-service and independent advisor channels. The team collaborates closely with leadership stakeholders and the user community across all Wealth & Investment Management product verticals and third-party FinTech companies to create a seamless experience for Financial Advisors and Client Associates.
In this role you will:
-
- Lead the design strategy and implementation of digital product design experiences within the CRM suite of applications on our advisor platforms.
- Conduct discovery iterative design testing and outcome measurement to define core product offerings with innovative UX/UI design leveraging Salesforce platform technologies.
- Create 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.
- Engage strategically with professionals and managers across the enterprise serving as an expert advisor to ensure the user experience is a key part of the product offering.
Required Qualifications:
-
- 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.
Desired Qualifications:
- 5 years of experience designing experiences for enterprise platforms including customer relationship management.
- 2 years of experience leading design on complex initiatives for large-scale multi-user platforms.
- Experience with current Salesforce platform technologies.
- Familiarity with Lightning Design System.
- Expertise in Figma including working with design systems and prototyping.
- Demonstrated information architecture skills expressing complex data into dashboard summaries with actionable insights.
- Data visualization proficiency is a significant advantage.
- Ability to incorporate AI technologies into design solutions.
- Experience working independently with stakeholders across all disciplines leading design from concept to completion.
- Wealth Management or FinTech experience.
Employment Type
Full-time
Key Skills
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