Senior UX Researcher, Equity

insightsoftware

Senior UX Researcher at insightsoftware leading research in equity management solutions. Defining strategies and conducting high-impact studies for the CEM product organization.

Posted 5/15/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $111,000 - $139,000 per yearWebsite

About the role

Key responsibilities & impact

Define and own the CEM UX research roadmap, aligning research priorities with product strategy, migration planning, and the highest-impact customer experience opportunities across the platform
Identify and scope multi-domain research programs that address systemic usability challenges spanning administration, ESPP, batch processing, broker integrations, admin reporting, financial reporting, and participant experiences
Partner with the UX Manager and Director of Product to ensure research investment is directed toward the decisions that carry the most risk, ambiguity, or customer consequence
Lead the design and execution of complex, high-stakes research initiatives — including foundational studies that define user segments, multi-phase evaluative programs that span discovery through post-launch validation, and longitudinal studies that track experience quality over time
Select and apply advanced research methodologies based on the question at hand — including contextual inquiry, ethnographic observation, participatory design, concept testing, unmoderated and moderated usability testing, diary studies, surveys, conjoint analysis, and comparative benchmarking
Design research studies that account for the complexity and specificity of equity compensation workflows
Recruit and manage participant panels across relevant user segments, including equity plan administrators, finance and accounting teams, HR stakeholders, plan participants, broker operations contacts, and Professional Services consultants
Lead research sessions with senior-level customer stakeholders — including VP-level administrators, controllers, and CFO-office contacts

Requirements

What you’ll need

5+ years of UX research experience, with progressive responsibility leading complex, multi-phase research programs across enterprise SaaS applications
3+ 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 senior product role within the equity domain
Demonstrated experience defining research strategy and roadmaps that align with product planning cycles and influence prioritization at the leadership level
Proven ability to synthesize research across multiple studies into strategic insights that shaped product direction, design systems, or platform architecture decisions
Exceptional facilitation skills for engaging senior enterprise stakeholders — including VP and C-level contacts — in substantive research conversations
Deep understanding of equity compensation principles, including stock options, RSUs, RSAs, ESPP, performance awards, participant transaction lifecycles, and the regulatory and accounting frameworks (ASC 718, IFRS 2) that shape user workflows
Strong familiarity with equity administration workflows — plan setup, vesting, exercises, terminations, corporate actions, batch processing, broker settlement, and reporting — sufficient to design research that reflects real-world task complexity and to challenge assumptions grounded in incomplete user understanding
Expertise in a broad range of qualitative and quantitative research methodologies, with strong judgment on method selection and the ability to adapt approaches to constraints common in enterprise B2B research (limited participant access, domain complexity, regulatory sensitivity)
Proficiency in UX research tools — including usability testing platforms (UserTesting, Maze, Lookback, or similar), survey tools (Qualtrics, SurveyMonkey), and analysis/synthesis tools (Dovetail, Miro, FigJam, or similar)
Bachelor's degree in Human-Computer Interaction, Psychology, Cognitive Science, Information Science, Anthropology, or a related field required

Benefits

Comp & perks

All your information will be kept confidential according to EEO guidelines.
Background checks are required for employment with insightsoftware, where permitted by country, state/province.
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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Hard Skills & Tools

UX researchresearch methodologiescontextual inquiryethnographic observationparticipatory designusability testingdiary studiessurveysconjoint analysiscomparative benchmarking

Soft Skills

facilitation skillsstrategic insights synthesisstakeholder engagementresearch strategy definitionleadership influence