Senior UX/UI Consultant - REMOTE

📍 Job Overview

Job Title: Senior UX/UI Consultant

Company: Jobgether (Partner Company)

Location: North Carolina, United States

Job Type: Full-time

Category: Revenue Operations / Sales Operations / GTM Operations (with a focus on User Experience and System Analysis)

Date Posted: April 13, 2026

Experience Level: 5-10 years

Remote Status: Fully Remote

🚀 Role Summary

• Design and implement user interfaces for innovative financial applications, directly impacting client investment goal maximization and user experience.

• Streamline complex workflows through strategic user consultation and analysis, enhancing operational efficiency for financial services.

• Provide critical technical support and problem-solving for existing applications, ensuring seamless user adoption and system stability.

• Collaborate cross-functionally to translate business requirements into actionable technical specifications and user-centric designs.

• Analyze and report on application metrics, contributing to data-driven decision-making for platform enhancement and strategic GTM planning.

📝 Enhancement Note: While the title is Senior UX/UI Consultant, the responsibilities heavily lean into systems analysis, project management within IT, and understanding business requirements for financial applications. This suggests a strong overlap with Sales Operations or Revenue Operations roles that focus on the technology stack and user adoption of GTM tools, particularly within the financial services sector. The emphasis on "maximizing investment goals" and "application metrics" points to a GTM impact.

📈 Primary Responsibilities

• Define, design, and implement robust user interfaces for sophisticated financial applications, ensuring alignment with client investment strategies and user needs.

• Conduct in-depth user consultations to identify pain points and opportunities for workflow optimization, directly contributing to enhanced operational efficiency and GTM effectiveness.

• Provide expert technical support to users, diagnosing and resolving complex issues related to application functionality and integration.

• Actively collaborate with cross-functional teams, including product, engineering, and GTM stakeholders, to clarify business requirements and translate them into user-centric design solutions.

• Lead the preparation and execution of comprehensive system tests, validating functionality and user experience before deployment.

• Generate detailed reports on key application metrics, providing actionable insights to guide product development, GTM strategy, and investment goal achievement.

• Manage small to mid-scale IT projects, ensuring timely delivery and adherence to system development lifecycles, particularly within agile frameworks.

📝 Enhancement Note: The responsibilities highlight a blend of UX/UI expertise with a strong operational focus on system analysis, project management, and user support within a financial services context. This role is pivotal in ensuring that the technology supporting GTM functions is user-friendly, efficient, and aligned with business objectives, making it highly relevant to operations professionals interested in the technology enablement aspect of GTM.

🎓 Skills & Qualifications

Education: Bachelor’s degree or equivalent practical experience in a relevant field such as Computer Science, Information Technology, Human-Computer Interaction, or a related discipline.

Experience: 6-10 years of progressive experience in systems analysis, technical project management, or a related IT discipline, with a strong emphasis on user-centric design and financial services applications.

Required Skills:

• User Experience (UX) & User Interface (UI) Design: Proven expertise in designing intuitive and effective user interfaces for complex applications, with a portfolio showcasing financial services solutions.

• Systems Analysis: Demonstrated ability to analyze existing systems, identify inefficiencies, and propose solutions that enhance operational workflows.

• Agile Methodologies: Deep understanding and practical experience with system development lifecycles, particularly agile frameworks (Scrum, Kanban), for iterative development and deployment.

• User Research: Extensive experience with various user research methodologies (e.g., user interviews, usability testing, surveys) to gather insights and inform design decisions.

• Product Design: Ability to contribute to the end-to-end product design process, from concept to implementation, focusing on user needs and business objectives.

• System Testing: Proficiency in preparing and executing comprehensive system tests to ensure application quality, functionality, and user satisfaction.

• Technical Project Management: Experience managing small to mid-scale IT projects, including scope definition, timeline management, and stakeholder communication.

• Financial Services Domain Knowledge: Familiarity with the financial services industry, including mutual funds, is highly preferred, enabling a deeper understanding of user needs and regulatory environments.

Preferred Skills:

• Data Analysis & Reporting: Ability to analyze application metrics and generate insightful reports to support data-driven decision-making.

• Workflow Optimization: Skill in identifying bottlenecks and implementing process improvements for enhanced operational efficiency.

• Cross-Functional Collaboration: Strong communication and interpersonal skills to effectively work with diverse teams and stakeholders.

• Business Requirements Gathering: Experience in clarifying and documenting complex business requirements for technical teams.

📝 Enhancement Note: The requirement for 6-10 years in systems analysis and technical projects, combined with 5+ years in UX/UI and user research, indicates a senior-level role. The specific mention of financial services and mutual funds suggests a niche expertise that operations professionals with a background in FinTech or financial institutions would find particularly relevant. The blend of technical project management and UX/UI design points to a role that bridges the gap between technical implementation and user adoption of GTM tools.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• UX/UI Design Case Studies: Showcase at least 2-3 detailed case studies demonstrating your process for designing complex financial applications, highlighting problem identification, user research, design iterations, and final solutions. Emphasize the impact on user experience and efficiency.

• System Analysis Projects: Include examples of systems you have analyzed, including documentation of identified issues, proposed solutions, and the resulting process improvements or workflow optimizations. Quantify benefits where possible.

• Technical Project Management Examples: Provide evidence of managing small to mid-scale IT projects, detailing project scope, methodologies used (especially agile), challenges overcome, and successful outcomes.

• User Research Methodologies: Demonstrate your understanding of various user research techniques and how you've applied them to gather insights that directly influenced design and system improvements.

Process Documentation:

• Workflow Design & Optimization: Showcase examples of how you have documented and optimized existing workflows within financial applications or related systems, illustrating the before-and-after impact.

• System Implementation & Testing: Provide documentation or examples of your involvement in system implementation phases, including test plans, test cases, and user acceptance testing (UAT) strategies.

• Metrics & Reporting Standards: Include examples of metrics you have tracked and reported on for applications, demonstrating your ability to measure performance, identify trends, and communicate insights effectively.

📝 Enhancement Note: For operations professionals, the portfolio should emphasize not just the aesthetic design but the impact of the UX/UI and system analysis on operational efficiency, user adoption of tools, and ultimately, GTM effectiveness. Quantifiable improvements in workflow speed, reduction in errors, or increased user engagement with GTM platforms will be highly valued.

💵 Compensation & Benefits

Salary Range: Based on the Senior UX/UI Consultant title, 6-10 years of experience, and a fully remote role in North Carolina, United States, a competitive salary range is estimated to be between $110,000 - $150,000 per year. This range is derived from industry benchmarks for senior-level UX/UI and Systems Analysis roles in the US tech and financial services sectors, considering the high demand for specialized skills and the remote work arrangement.

Benefits:

• Generous Paid Time Off: Three weeks of paid time off (PTO) in the first year, with potential for increases.

• Comprehensive Health Coverage: Medical, dental, and vision insurance plans designed to support employee health and well-being.

• Retirement Savings: 401(k) Retirement Plan with a substantial 85% company match, fostering long-term financial security.

• Equity & Investment Opportunities: Employee Stock Investment Program and the potential to purchase company funds with no sales charge, offering avenues for wealth creation.

• Professional Development: Tuition Assistance Program to support continuous learning and skill enhancement.

• Holistic Employee Well-being: A comprehensive benefits package that prioritizes employee health, financial stability, and career growth.

• Flexible Work Culture: A supportive and inclusive work environment that values diversity and promotes work-life balance.

Working Hours: The standard working hours are anticipated to be approximately 40 hours per week, aligning with full-time employment. While remote, adherence to core business hours for collaboration and team meetings, particularly within the Eastern Time Zone (America/New York), is expected.

📝 Enhancement Note: The salary estimate is based on publicly available data for similar senior-level roles in the US, adjusted for the specified experience level and the high-demand nature of UX/UI and Systems Analysis in the financial tech sector. The benefits package is extensive, particularly the 401(k) match and stock options, which are attractive incentives for experienced professionals.

🎯 Team & Company Context

🏢 Company Culture

Industry: The partner company operates within the Financial Services and Technology sectors, likely focusing on FinTech solutions, investment platforms, or financial technology consulting. This implies a data-driven, regulated, and innovation-oriented environment.

Company Size: While not explicitly stated, the need for a Senior UX/UI Consultant suggests a company that is established enough to have complex applications and is investing in user experience and operational efficiency, likely in the mid-to-large enterprise range.

Founded: The founding date is not provided, but the emphasis on innovative applications and cutting-edge technologies suggests a company that is either a modern FinTech player or an older institution undergoing significant digital transformation.

Team Structure:

• Operations & GTM Enablement Focus: The role reports into a function that likely bridges UX/UI design with operational and GTM strategy. This could be within a dedicated Operations team, Product Management, or a specialized GTM Technology group.

• Cross-Functional Collaboration: Expect close collaboration with product managers, engineering teams, business analysts, and potentially sales and marketing leaders to ensure GTM tools and platforms effectively support business objectives.

• Reporting Hierarchy: The "Senior" title implies this individual may mentor junior team members or lead specific project streams, reporting to a Director or VP of Product, Operations, or Technology.

Methodology:

• User-Centric Design: A primary methodology will be user-centered design, incorporating user research, usability testing, and iterative feedback loops.

• Agile Development: The company likely employs agile methodologies for software development and project management, requiring adaptability and collaboration within sprint cycles.

• Data-Driven Optimization: Emphasis will be placed on using application metrics and user feedback to drive continuous improvement of digital platforms and workflows.

Company Website: The primary domain is jobgether.com, which is a platform for job seekers. The actual partner company's website is not directly provided but can be inferred from the job description's focus on financial services and technology.

📝 Enhancement Note: For operations professionals, understanding that this role sits at the intersection of user experience and the technology that enables GTM functions is key. The financial services context means a strong emphasis on data integrity, security, and regulatory compliance will likely underpin all design and system decisions.

📈 Career & Growth Analysis

Operations Career Level: This is a Senior Individual Contributor role. It requires significant experience and the ability to operate autonomously, lead projects, and influence design and development decisions. It's a critical position for enhancing the usability and effectiveness of GTM technology.

Reporting Structure: Likely reports to a manager or director within Product Management, UX/UI, or a broader Technology/Operations division. The role involves frequent interaction with various stakeholders across product, engineering, and GTM teams.

Operations Impact: The role directly impacts the efficiency and effectiveness of GTM operations by ensuring that the tools and applications used by sales, marketing, and customer success teams are intuitive and performant. This leads to improved user adoption, reduced training overhead, better data quality, and ultimately, enhanced revenue generation.

Growth Opportunities:

• Leadership in UX/UI & Operations: Potential to move into a lead or management role within UX/UI, Product Management, or a specialized GTM Operations technology team.

• Specialization in FinTech: Deepen expertise in the financial services technology domain, becoming a go-to expert for complex applications and user experience challenges.

• Strategic GTM Enablement: Transition into roles with broader strategic responsibility for GTM technology stack optimization, process automation, and digital transformation initiatives.

• Cross-Functional Mobility: Leverage acquired skills to move into product management, business analysis, or even direct GTM roles where a strong understanding of technology and user behavior is crucial.

📝 Enhancement Note: For operations candidates, this role offers a pathway to specialize in the critical intersection of user experience and the technology that drives GTM success. It's an opportunity to build a strong portfolio in a high-demand sector and gain experience with complex system integrations and user adoption strategies.

🌐 Work Environment

Office Type: This is a Fully Remote position, meaning there is no central office requirement for the employee. The work is conducted from a home office environment.

Office Location(s): While the role is remote, the location is specified as North Carolina, United States. This may indicate that the hiring company has a presence or operational base in North Carolina, or it could be a requirement for time zone alignment or legal/tax purposes.

Workspace Context:

• Independent Work Environment: Professionals are expected to maintain a productive home office setup conducive to focused work and virtual collaboration.

• Digital Collaboration Tools: Extensive use of virtual collaboration tools (e.g., Slack, Zoom, Microsoft Teams) for communication, meetings, and project management will be essential.

• Access to GTM Technology: While remote, employees will have access to all necessary GTM software, project management tools, and design platforms, often via cloud-based solutions.

Work Schedule: The role is full-time, typically around 40 hours per week. While remote work offers flexibility, adherence to core business hours within the America/New York timezone is expected to facilitate collaboration with colleagues and stakeholders. Responsiveness during these hours is crucial for effective teamwork.

📝 Enhancement Note: The fully remote nature of this role is a significant draw. Operations professionals accustomed to or seeking remote work will find this appealing. The North Carolina designation might imply a need for residency or tax implications within that state, which should be clarified.

📄 Application & Portfolio Review Process

Interview Process:

• Initial Screening: Likely involves an AI-powered screening by Jobgether, followed by a brief call with a recruiter to assess basic qualifications and cultural fit.

• Hiring Manager Interview: A deeper dive into your experience with UX/UI design, systems analysis, project management, and your understanding of the financial services domain. Expect behavioral questions and scenario-based inquiries.

• Portfolio Review & Presentation: A dedicated session where you will present your portfolio, showcasing specific case studies of your work. Be prepared to walk through your process, design decisions, research methodologies, and the impact of your contributions.

• Technical/Skills Assessment: This might involve a practical exercise, a take-home challenge, or a technical discussion focused on UX/UI principles, system analysis techniques, or agile project management.

• Cross-Functional Interviews: Interviews with potential team members or stakeholders from product, engineering, or GTM teams to assess collaboration skills and alignment with the company's working style.

• Final Interview/Offer: Typically with a senior leader to discuss the role, company vision, and finalize compensation and benefits.

Portfolio Review Tips:

• Quantify Impact: For each case study, clearly articulate the problem, your solution, and the measurable outcomes (e.g., increased user adoption by X%, reduced task completion time by Y%, improved data accuracy by Z%). Use operations metrics where applicable.

• Demonstrate Process: Walk through your thought process, including user research findings, design iterations, and how you incorporated feedback. Show your understanding of the system development lifecycle.

• Tailor to the Role: Highlight projects most relevant to financial services applications, complex systems, and workflow optimization. Emphasize your ability to translate business needs into user-centric solutions.

• Storytelling: Structure your presentation as a narrative – problem, approach, solution, results – making it engaging and easy to follow.

Challenge Preparation:

• Understand the Business Context: Research the partner company's mission, target audience, and any publicly available information about their products or services within the financial sector.

• UX/UI Principles: Refresh your knowledge of UX/UI best practices, design thinking, and user research methodologies.

• Systems Analysis Frameworks: Be ready to discuss how you approach system analysis, identify requirements, and propose solutions.

• Agile & Project Management: Prepare to discuss your experience with agile development and managing IT projects.

• Financial Services Nuances: Consider common challenges and user needs within financial applications (e.g., data security, regulatory compliance, ease of complex transaction management).

📝 Enhancement Note: Operations candidates should prepare to discuss how their UX/UI and systems analysis skills directly contribute to GTM efficiency, user adoption of sales/marketing tech, and data integrity. Focus on demonstrating how improved user experience translates to better sales enablement and revenue generation.

🛠 Tools & Technology Stack

Primary Tools:

• UX/UI Design Software: Figma, Sketch, Adobe XD, InVision (proficiency in at least one is expected).

• Prototyping Tools: InVision, Marvel, Axure RP, or built-in features of design software.

• User Research Platforms: SurveyMonkey, Typeform, UserTesting.com, Lookback, or similar tools for conducting surveys, interviews, and usability tests.

• Collaboration & Communication: Slack, Microsoft Teams, Zoom, Google Workspace.

Analytics & Reporting:

• Web Analytics: Google Analytics, Adobe Analytics (for understanding user behavior on web-based platforms).

• BI & Dashboarding Tools: Tableau, Power BI, Looker (for reporting on application metrics and user engagement trends).

• Application Performance Monitoring (APM) Tools: Dynatrace, New Relic, Datadog (potentially used by engineering, but understanding their output can be beneficial).

CRM & Automation:

• CRM Systems: Salesforce, HubSpot (understanding how UX/UI impacts CRM adoption and data entry is key for GTM operations).

• Project Management & Workflow Tools: Jira, Asana, Trello, Monday.com (essential for managing projects and tracking progress within agile frameworks).

• Design System Management: Tools like Zeroheight or Storybook for managing design systems and ensuring consistency.

📝 Enhancement Note: For operations professionals, familiarity with how UX/UI design impacts the usability and efficiency of core GTM tools like CRMs (Salesforce, HubSpot) is highly valuable. Understanding how design decisions influence data input quality and user adoption of these platforms will be a strong differentiator.

👥 Team Culture & Values

Operations Values:

• User-Centricity: A deep commitment to understanding and serving the needs of users, ensuring applications are intuitive and effective.

• Data-Driven Decision Making: Relying on metrics, user feedback, and analysis to guide design choices and product improvements.

• Collaboration & Teamwork: Fostering an environment where diverse perspectives are valued and cross-functional teamwork is essential for success.

• Efficiency & Optimization: Continuously seeking ways to streamline processes, improve workflows, and enhance operational effectiveness through thoughtful design and analysis.

• Innovation & Adaptability: Embracing new technologies and methodologies to deliver cutting-edge solutions in the dynamic financial services landscape.

Collaboration Style:

• Iterative & Feedback-Oriented: A culture that encourages continuous feedback loops between design, development, and business stakeholders to refine solutions.

• Cross-Functional Partnership: Strong emphasis on working closely with product managers, engineers, and GTM teams to ensure alignment and shared ownership of outcomes.

• Transparent Communication: Open and honest communication channels are vital for sharing progress, challenges, and insights across teams.

• Proactive Problem-Solving: A mindset of identifying potential issues early and collaborating to find effective solutions.

📝 Enhancement Note: The emphasis on user-centricity, data-driven decisions, and efficiency aligns perfectly with core principles of Revenue Operations and Sales Operations. Candidates who can articulate how their UX/UI and systems analysis work directly supports these values will resonate well.

⚡ Challenges & Growth Opportunities

Challenges:

• Balancing User Needs with Technical Constraints: Navigating the complexities of financial services applications, which often have strict technical and regulatory requirements, while still delivering an optimal user experience.

• Translating Complex Financial Concepts: Simplifying intricate financial products and processes into easily understandable interfaces for diverse user groups.

• Remote Collaboration Dynamics: Maintaining strong team cohesion and effective communication in a fully remote setting, ensuring all voices are heard and valued.

• Driving Adoption of New Technologies: Encouraging user adoption of new features or applications within a potentially risk-averse financial services environment.

Learning & Development Opportunities:

• Deep Dive into FinTech UX: Gain specialized expertise in designing for financial technology, understanding its unique challenges and opportunities.

• Advanced Systems Analysis Techniques: Develop advanced skills in analyzing complex enterprise systems and optimizing them for peak performance.

• Leadership in Remote Teams: Hone skills in leading and collaborating effectively within a distributed team environment.

• Strategic GTM Technology Impact: Contribute to high-level discussions on how UX/UI and system design can directly influence GTM strategy and revenue performance.

📝 Enhancement Note: Operations professionals can frame these challenges as opportunities to apply their process improvement and analytical skills. For example, translating complex financial concepts into intuitive interfaces is a direct application of workflow simplification and user enablement.

💡 Interview Preparation

Strategy Questions:

• "Describe a time you had to balance conflicting user needs with strict technical or regulatory requirements in a financial services application. How did you approach it, and what was the outcome?" (Focus on process, compromise, and results.)

• "How do you approach user research for a complex financial product? Walk me through your typical methodology and how you translate findings into actionable design recommendations." (Highlight research techniques and impact.)

Company & Culture Questions:

• "How do you see your role as a Senior UX/UI Consultant contributing to the overall success and efficiency of our GTM operations?" (Connect UX/UI to operational impact and revenue.)

• "Our company values collaboration and data-driven decisions. Can you provide an example of how you've embodied these values in a previous role?" (Showcase alignment with company culture.)

Portfolio Presentation Strategy:

• Structure for Impact: Begin with a concise overview of your role and the project's objective. Clearly define the problem statement and the target users.

• Show, Don't Just Tell: Use visuals (wireframes, mockups, prototypes, user flow diagrams) to illustrate your design process and final solutions.

• Quantify Results: Whenever possible, present data and metrics that demonstrate the positive impact of your work on user experience, efficiency, or business objectives.

• Articulate Your Role: Clearly define your specific contributions, especially in team projects, and highlight your problem-solving approach.

• Prepare for Q&A: Anticipate questions about your design decisions, research methodologies, and how your work aligns with business goals. Be ready to discuss trade-offs and alternative solutions.

📝 Enhancement Note: Operations candidates should prepare to discuss their work in terms of its impact on GTM efficiency, user adoption of technology, data integrity, and ultimately, revenue enablement. Frame your UX/UI and systems analysis experience through an operational lens.

📌 Application Steps

To apply for this operations-aligned UX/UI position:

• Submit your application through the provided link on jobs.lever.co.

• Tailor Your Resume: Highlight your experience in systems analysis, technical project management, and user experience design, specifically mentioning any work within the financial services industry. Use keywords from the job description.

• Curate Your Portfolio: Select 2-3 of your strongest case studies that best represent your skills in UX/UI design, user research, and system analysis, with a focus on demonstrating impact and process. Ensure it's easily accessible (e.g., a dedicated website or PDF).

• Prepare Your Presentation: Practice presenting your portfolio case studies, focusing on quantifying results and clearly articulating your process and contributions. Be ready to discuss how your work impacts operational efficiency and user adoption.

• Research the Company: Understand Jobgether's role and the potential partner company's focus within financial services technology. Consider how your skills can address their specific needs.

⚠️ Important Notice: This enhanced job description includes AI-generated insights and operations industry-standard assumptions. All details should be verified directly with the hiring organization before making application decisions.