UX Designer

📍 Job Overview

Job Title: UX Designer

Company: Biz2Credit Inc

Location: New York, NY, United States

Job Type: Full-time

Category: Product Design / User Experience

Date Posted: 2026-02-10T22:15:38

Experience Level: Mid-level (1-3 years)

Remote Status: On-site

🚀 Role Summary

• Shape the user experience of Biz2X, Biz2Credit's enterprise SaaS lending platform, by translating complex financial workflows into intuitive and scalable designs.

• Collaborate closely with Product, Engineering, Data, Sales, and Marketing teams to understand customer needs and deliver impactful solutions.

• Design user journeys, workflows, and interfaces that enhance speed-to-decision, operational efficiency, and borrower experience for both small business lending and enterprise clients.

• Contribute to and evolve the company's design system to ensure consistency, scalability, and efficiency across the platform.

📝 Enhancement Note: This role focuses on Product Design within a SaaS Fintech environment, emphasizing the translation of complex financial processes into user-friendly interfaces. The "UX Designer" title, combined with responsibilities for "Biz2X, our enterprise SaaS lending platform," and "Biz2Credit (small business lending)," indicates a dual focus on enterprise and direct-to-business user experiences within the FinTech sector. The core competency lies in simplifying intricate financial workflows for both institutional clients and end-users.

📈 Primary Responsibilities

• Lead UX design efforts across the entire product lifecycle, from initial discovery and ideation through detailed design and final implementation.

• Partner with cross-functional teams, including Product Managers, Engineers, Data Analysts, Sales, and Marketing, to define user journeys, intricate workflows, and effective interaction patterns.

• Develop comprehensive design artifacts, including wireframes, interactive prototypes, user flows, and detailed design documentation, to clearly articulate design intent and user experience.

• Leverage quantitative data, qualitative user research findings, and competitive analysis to inform design decisions, validate hypotheses, and ensure user-centricity.

• Actively contribute to the development and maintenance of the company's design system, ensuring consistency, scalability, and efficiency in design execution.

• Collaborate closely with the engineering team throughout the development process to guarantee high-quality implementation and preserve design integrity.

• Facilitate alignment and consensus-building among internal teams and external clients through clear communication, compelling storytelling, and persuasive influence.

• Drive continuous improvement initiatives for the Biz2X platform, focusing on enhancing user experience across various modules and diverse market segments.

📝 Enhancement Note: The responsibilities described are typical for a mid-level UX Designer in a SaaS environment, requiring end-to-end product lifecycle involvement and cross-functional collaboration. The emphasis on "complex financial workflows" and "enterprise SaaS lending platform" highlights the need for a designer skilled in handling intricate business processes and translating them into usable interfaces for sophisticated users and institutions.

🎓 Skills & Qualifications

Education: While not explicitly stated, a Bachelor's degree in Human-Computer Interaction (HCI), Design, Computer Science, or a related field is typically expected for this level of role. Equivalent practical experience will also be considered.

Experience: 1-3 years of experience in UX/Product Design, with a strong preference for experience within SaaS or enterprise software environments.

Required Skills:

• Proven experience in UX/Product Design, preferably within SaaS or enterprise software.

• A strong portfolio showcasing complex workflow design, interaction design, and modern UI execution.

• Proficiency with industry-standard design tools such as Figma, Sketch, Adobe XD, or comparable software.

• Demonstrated experience working with and contributing to design systems and component libraries.

• Solid understanding of UX research methodologies and the ability to apply research insights to product decisions.

• Familiarity with front-end development technologies and their implications for design implementation.

• Experience working within agile product development environments.

• Excellent visual, written, and verbal communication skills for effective collaboration and presentation.

• Ability to think logically, structure ambiguous problems, and design for both user value and measurable business outcomes.

Preferred Skills:

• Prior experience designing for SaaS products, with a strong advantage for candidates with FinTech or lending industry experience.

• Experience collaborating effectively with offshore development teams.

• Exposure to designing for AI/ML-driven features or data-powered workflows.

• Experience with A/B testing, experimentation frameworks, and hypothesis-driven design approaches.

📝 Enhancement Note: The requirements clearly indicate a need for a designer who can handle complexity, work with established design systems, and collaborate effectively in an agile, cross-functional setting. The preference for SaaS, FinTech, and experience with offshore teams suggests a global and iterative development environment.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• Showcase a minimum of 2-3 complex projects that demonstrate your ability to design for intricate workflows, particularly within enterprise software or SaaS.

• Include detailed case studies that illustrate your end-to-end design process, from initial problem definition and user research through wireframing, prototyping, UI design, and final implementation.

• Clearly articulate your role, the challenges faced, the design decisions made, and the rationale behind them, focusing on how your designs solved user problems and met business objectives.

• Demonstrate proficiency in modern UI design principles and interaction design, with examples of elegant and scalable interface solutions.

Process Documentation:

• For each portfolio project, provide insight into your design process, detailing how you gathered requirements, conducted user research, iterated on designs, and collaborated with stakeholders.

• Explain how you applied data and user insights to inform your design decisions and validate your hypotheses.

• Detail your approach to creating and maintaining design documentation, including user flows, wireframes, and prototypes, ensuring clarity for engineering and product teams.

📝 Enhancement Note: A strong portfolio is paramount for this role. Candidates must be prepared to walk through their projects, explaining their design thinking, problem-solving abilities, and the impact of their work. The emphasis on "complex financial workflows" and "enterprise SaaS" means case studies should reflect the ability to handle sophisticated requirements and deliver robust solutions.

💵 Compensation & Benefits

Salary Range: $80,000 - $100,000 USD per year.

Benefits:

• Comprehensive health, dental, and vision insurance.

• Paid Time Off (PTO) and holidays.

• 401(k) retirement savings plan with company match.

• Opportunities for professional development and continuing education.

• Access to cutting-edge FinTech tools and technologies.

• Collaborative and innovative work environment.

• Potential for growth within a rapidly expanding company.

Working Hours: Approximately 40 hours per week, typical for a full-time role. While core hours are expected, flexibility may be available subject to team and project needs.

📝 Enhancement Note: The provided salary range of $80,000 - $100,000 USD aligns with mid-level UX Designer roles in a high-cost-of-living area like New York City, considering the specified experience level of 1-3 years and the specialized nature of FinTech SaaS design. Standard benefits expected for a full-time position are assumed.

🎯 Team & Company Context

🏢 Company Culture

Industry: Financial Technology (FinTech), focusing on small business lending and enterprise SaaS lending solutions.

Company Size: Biz2Credit is a growth-stage company, likely falling into the 201-500 employee range based on its established presence and platform development. This size offers a balance of established processes and opportunities for individual impact.

Founded: Biz2Credit was founded in 2005, indicating a company with significant experience and evolution in the FinTech space.

Team Structure:

• The UX Designer will be part of a Product team that includes Product Managers, Engineers, and potentially Data Analysts.

• This role requires close collaboration with Sales and Marketing teams to understand market needs and client expectations.

Methodology:

• The company emphasizes a data-driven approach, utilizing AI/ML and data analysis to inform product development and business outcomes.

• Agile methodologies are employed for product development, requiring iterative design and close collaboration with engineering.

• A strong focus on continuous improvement of the user experience across all platform modules and markets.

Company Website: https://www.biz2credit.com/

📝 Enhancement Note: Biz2Credit positions itself as a mission-driven FinTech company dedicated to transforming lending for small businesses through innovative technology like its Biz2X platform. The company values collaboration, disruption, and innovation, suggesting a dynamic and forward-thinking work environment. The culture aims to foster diversity and inclusion, encouraging employees to bring their "whole selves" to work.

📈 Career & Growth Analysis

Operations Career Level: This role is positioned as a mid-level UX Designer, requiring 1-3 years of experience. It offers the opportunity to gain significant experience in the specialized domain of FinTech SaaS, working on complex enterprise-level products.

Reporting Structure: The UX Designer will likely report to a Product Design Lead, Head of Product, or a Senior Product Manager. They will work closely with Product Managers and Engineering Leads on a day-to-day basis.

Operations Impact: The UX Designer's work directly impacts the usability, efficiency, and adoption of Biz2Credit's core lending platforms (Biz2Credit and Biz2X). By creating intuitive user experiences, they contribute to increased operational efficiency for financial institutions, improved borrower satisfaction, and ultimately, the company's success in transforming the lending landscape.

Growth Opportunities:

• Skill Specialization: Deepen expertise in FinTech UX, enterprise SaaS design, and potentially AI/ML-driven feature design.

• Design System Leadership: Become a key contributor to or lead the evolution of the company's design system.

• Cross-functional Exposure: Gain experience working with diverse teams across Product, Engineering, Sales, and Marketing, and with offshore development partners.

• Advancement: Potential to move into a Senior UX Designer role, UX Lead, or Product Manager positions within the company as experience and impact grow.

📝 Enhancement Note: For a UX Designer, growth is often tied to the complexity of problems solved and the impact of their designs. This role provides a solid foundation in a niche but growing industry, with opportunities to develop specialized skills and take on more responsibility within the product development lifecycle.

🌐 Work Environment

Office Type: The role is designated as "On-site," indicating a traditional office-based work environment at Biz2Credit's New York City location.

Office Location(s): One Penn Plaza, New York, NY 10119. This is a prime location in Manhattan, offering accessibility via public transportation.

Workspace Context:

• Expect a collaborative office setting designed to foster teamwork and communication among product, engineering, and design teams.

• Access to standard office technology, including design software, collaboration tools, and potentially dedicated workstations.

• Opportunities for in-person brainstorming sessions, design reviews, and direct interaction with colleagues, which can be highly beneficial for complex problem-solving in UX.

Work Schedule: The standard work schedule is likely Monday to Friday, approximately 40 hours per week. While the role is on-site, the company emphasizes a culture that values individual contribution and potentially offers some degree of flexibility within the standard business hours, depending on team needs and project deadlines.

📝 Enhancement Note: An on-site role in New York City suggests a professional office environment with the expectation of regular in-person collaboration. This can be advantageous for designers who thrive on direct communication and team synergy, especially when working on complex, cross-functional projects.

📄 Application & Portfolio Review Process

Interview Process:

• Initial Screening: A brief call with HR or a recruiter to assess basic qualifications and cultural fit.

• Portfolio Review & Technical Interview: A session with the hiring manager and/or senior design team members. This will involve presenting your portfolio, discussing your design process, and answering questions about your experience with complex workflows, SaaS design, and collaboration. Be prepared to discuss specific projects in detail.

• Cross-functional Interviews: Meetings with Product Managers and/or Engineering Leads to evaluate your collaboration skills, understanding of agile development, and ability to work with technical constraints.

• Final Interview: Potentially a conversation with a senior leader to discuss overall fit, career aspirations, and strategic thinking.

Portfolio Review Tips:

• Curate Strategically: Select 2-3 of your strongest projects that best demonstrate experience with complex workflows, SaaS, and ideally, FinTech or enterprise software.

• Tell a Story: For each project, clearly articulate the problem, your role, the user research conducted, your design process (ideation, wireframing, prototyping, user testing), the challenges you faced, your key design decisions, and the impact/outcomes.

• Highlight Process: Emphasize how you translated complex requirements into intuitive user experiences. Showcase wireframes, user flows, and interactive prototypes.

• Showcase UI Execution: Include high-fidelity mockups and demonstrate an understanding of modern UI principles and visual design.

• Design System Experience: Clearly explain your experience with design systems and how you've used them to ensure consistency and efficiency.

• Quantify Impact: Whenever possible, use data or metrics to demonstrate the success of your designs (e.g., improved conversion rates, reduced task completion time, positive user feedback).

Challenge Preparation:

• Be prepared for a potential design exercise or a deeper dive into a portfolio project where you'll be asked to articulate your problem-solving approach to a hypothetical scenario.

• Practice explaining technical concepts and design decisions clearly and concisely.

• Research Biz2Credit, its products (Biz2Credit and Biz2X), and its mission to understand their business context and tailor your responses accordingly.

📝 Enhancement Note: The interview process will heavily rely on the candidate's ability to showcase their design thinking and problem-solving skills through their portfolio. Strong communication and the ability to articulate design rationale are critical for success in this role.

🛠 Tools & Technology Stack

Primary Tools:

• Design & Prototyping: Figma (highly preferred), Sketch, Adobe XD. Proficiency in at least one is essential.

• Collaboration & Project Management: Jira, Asana, GitHub. Experience with at least one of these is required for agile workflow management and team communication.

Analytics & Reporting:

• While not explicitly listed as required, familiarity with analytics tools (e.g., Google Analytics, Mixpanel, Amplitude) and how to interpret data for design insights is beneficial.

CRM & Automation:

• Understanding of how UX designs impact CRM functionalities and automated workflows within enterprise software.

• Exposure to AI/ML-driven features or data-powered workflows suggests an environment that leverages advanced technologies.

📝 Enhancement Note: Proficiency in Figma is a strong indicator of the company's current toolset. The mention of Jira/Asana/GitHub points towards an agile development process. Familiarity with how designs translate into functional aspects of CRM and automation systems, especially those incorporating AI/ML, will be advantageous.

👥 Team Culture & Values

Operations Values:

• Collaboration: A strong emphasis on working effectively with cross-functional teams (Product, Engineering, Sales, Marketing) and clients.

• Responsibility: Taking ownership of design projects from conception through implementation, ensuring quality and impact.

• Empowerment: Being empowered to make design decisions and influence product direction.

• Disruption & Innovation: Contributing to transforming the lending landscape through novel and effective solutions.

• Trust: Building trust through reliable design execution and transparent communication.

• User-Centricity: A commitment to understanding and meeting user needs to drive business outcomes.

Collaboration Style:

• Expect a highly collaborative environment where designers work closely with Product Managers to define requirements and Engineers to ensure feasibility and quality implementation.

• Open communication and feedback loops are likely encouraged, especially within an agile framework.

• The role involves client-facing interactions, necessitating strong communication and presentation skills to manage expectations and gather feedback effectively.

📝 Enhancement Note: Biz2Credit's core values (Collaboration, Responsibility, Empowerment, Disruption, Innovation, Trust) are central to their culture. The UX Designer should align with these values, demonstrating a proactive, team-oriented, and results-driven approach.

⚡ Challenges & Growth Opportunities

Challenges:

• Translating Complexity: The primary challenge will be translating intricate financial lending workflows into simple, intuitive, and user-friendly experiences for both enterprise clients and small business owners.

• Cross-functional Alignment: Ensuring design consistency and alignment across multiple modules, markets, and with offshore development teams requires strong communication and negotiation skills.

• Balancing User Needs and Business Goals: Effectively balancing user desirability with business viability and technical feasibility, especially within a FinTech context where security and compliance are critical.

• Keeping Pace with Technology: Staying current with evolving UX design best practices, SaaS trends, and potentially AI/ML advancements in FinTech.

Learning & Development Opportunities:

• FinTech Specialization: Become an expert in UX design for the financial technology sector, a rapidly growing and complex field.

• Enterprise SaaS Design: Gain deep experience in designing for complex enterprise platforms, understanding the needs of institutional users.

• Design System Mastery: Contribute to and potentially lead the development of a robust design system.

• AI/ML Integration: Learn how to design for and integrate AI/ML-driven features into user experiences.

• Cross-Cultural Collaboration: Develop skills in working effectively with distributed and offshore teams.

📝 Enhancement Note: This role offers significant opportunities for professional growth by tackling complex challenges in a high-impact industry. The ability to navigate ambiguity and drive design solutions in a regulated sector like FinTech is a valuable skill set.

💡 Interview Preparation

Strategy Questions:

• "Describe a time you had to design a complex workflow for an enterprise SaaS product. What was the challenge, and how did you approach it?" (Focus on your process, problem-solving, and outcomes.)

• "How do you balance user needs with business requirements and technical constraints in your design process?" (Highlight your ability to find optimal solutions.)

• "Walk us through a project from your portfolio where you used user research to inform your design decisions. What were the key insights, and how did they shape the final product?" (Emphasize data-driven design.)

Company & Culture Questions:

• "Why are you interested in Biz2Credit and our FinTech mission?" (Research the company's mission and values.)

• "How do you approach collaboration with engineers and product managers, especially in an agile environment?" (Provide examples of successful cross-functional teamwork.)

Portfolio Presentation Strategy:

• Structure: Organize your presentation logically: Problem -> Your Role -> Research -> Design Process (Wireframes, Prototypes) -> Challenges -> Solutions -> Outcomes/Impact.

• Visuals: Use clear, high-quality visuals of your designs. Interactive prototypes are highly effective.

• Storytelling: Frame each project as a narrative. Explain the "why" behind your decisions.

• Conciseness: Be mindful of time. Focus on the most critical aspects of each project.

• Q&A Readiness: Anticipate questions about your design choices, trade-offs, and the impact of your work. Be prepared to discuss your experience with specific tools (Figma, Jira).

📝 Enhancement Note: Be prepared to demonstrate not just design skills but also strong communication, problem-solving abilities, and a clear understanding of the business context of FinTech lending. Your portfolio is your primary tool for demonstrating these capabilities.

📌 Application Steps

To apply for this UX Designer position:

• Submit your application through the provided link on the Paylocity recruiting portal.

• Portfolio Customization: Tailor your portfolio to highlight projects that showcase experience with complex workflows, enterprise SaaS, and ideally, financial services or FinTech. Ensure your case studies clearly articulate your end-to-end design process.

• Resume Optimization: Update your resume to emphasize keywords relevant to UX Design, SaaS, Prototyping, Wireframing, User Research, Agile methodologies, and collaboration tools. Quantify achievements where possible.

• Interview Preparation: Practice presenting your portfolio, focusing on storytelling and clearly explaining your design rationale and the impact of your work. Be ready to discuss your experience with Figma, Jira, and working in cross-functional teams.

• Company Research: Thoroughly research Biz2Credit, its mission, its Biz2X platform, and its values to demonstrate genuine interest and align your responses with their business objectives.

⚠️ 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.