UX Researcher, Equity

About the Role

User Experience Researcher at insightsoftware, joining the newly established UX team within Certent Equity Management.

• 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—including configuring a vesting schedule, processing an ESPP purchase, or reconciling an ASC
  718 disclosure.
• 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.

• Synthesize qualitative and quantitative research data into clear, actionable findings with specific design and product recommendations.
• 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.
• Conduct heuristic evaluations and expert reviews of CEM interfaces, applying both general usability principles and domain‑informed judgment about what equity professionals expect from their tools.
• Track and report on UX metrics—including 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.
• Collaborate with UI Designers to translate research findings into design direction, validating concepts and prototypes through iterative testing before engineering commitment.
• Contribute research‑informed input during PRD development, helping Product Managers define requirements that reflect real user workflows and pain points.
• Participate in sprint reviews and QA walkthroughs to evaluate whether delivered features align with research findings and design intent.
• Support the platform modernization initiative by conducting foundational research that informs the UX vision and interaction model for the next‑generation architecture.

• 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.
• Advocate for user‑centered design practices by making research visible, sharing insights proactively, and helping stakeholders build empathy for the end users they serve.
• Coach Product Managers and UI Designers on lightweight research techniques they can apply independently, extending research impact beyond dedicated study cycles.

• Participate in customer advisory sessions, onsite visits, and user group meetings to observe equity administration workflows in context and build direct relationships with end users.
• Partner with Professional Services to understand implementation pain points, onboarding friction, and common configuration challenges that signal underlying UX problems.
• Collaborate with Customer Support to analyze support ticket patterns, identify usability‑driven issues, and prioritize research…