π Job Overview
Job Title: Principal UX Expert
Company: Stampli
Location: Nashville, TN, United States
Job Type: Full-Time
Category: User Experience (UX) / Product Design / Product Strategy
Date Posted: 2026-11-03
Experience Level: 10+ Years
Remote Status: Hybrid (3 days in office)
π Role Summary
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Drive deep customer understanding and insight generation through rigorous user research and analysis to inform product strategy and development for a leading AI-native finance software.
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Partner closely with Product Management and Design leadership to validate personas, clarify problems, and ensure user needs are met from feature ideation through product review and design implementation.
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Operationalize customer insights by building and maintaining persona libraries and leveraging AI-powered UX evaluation tools to assess product concepts and prototypes.
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Influence product direction and user experience by acting as a trusted advisor, challenging assumptions, and coaching cross-functional teams on user-centric methodologies.
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Contribute to product-led growth (PLG) and product-led sales (PLS) initiatives by identifying optimal user flows and messaging for various personas and business contexts.
π Enhancement Note: This role is positioned as a senior individual contributor, emphasizing strategic influence and customer insight generation rather than direct production design. The core function is to be the voice of the customer within the product development lifecycle, ensuring solutions are grounded in real user needs and business workflows.
π Primary Responsibilities
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Conduct ongoing, in-depth user research (customer calls, recorded onboardings/demos, behavioral analytics like FullStory) to build a first-hand understanding of Stampliβs users, buyers, administrators, and decision-makers.
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Partner with Product Managers to validate target personas and product problems from feature initiation through Product Review, ensuring clarity on the real problem, workflow, and intended outcome.
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Collaborate with Product Managers and designers from feature initiation through Design Review, contributing customer context, challenging assumptions, and identifying persona gaps, missing scenarios, and usability risks.
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Develop and maintain Stampliβs persona libraries and operationalize them through AI-powered UX evaluation tools (agents, skills, guardrails, evaluators) to assess product concepts, prototypes, and designs throughout the discovery and development process.
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Create or contribute to wireframes and prototypes when hands-on exploration is the most effective method to test a concept, communicate a recommendation, or improve a solution.
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Partner with Product Marketing to shape product and UX copy and messaging, leveraging deep persona and business-context understanding.
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Collaborate with Product and Product Marketing teams on Product-Led Growth (PLG) and Product-Led Sales (PLS) experiments, identifying the optimal user flow for features, upsells, decision-makers, and business contexts.
π Enhancement Note: The responsibilities highlight a blend of strategic research, cross-functional collaboration, and hands-on artifact creation. The emphasis on AI-powered UX evaluation tools and PLG/PLS experiments indicates a forward-thinking approach to product development within a B2B SaaS context.
π Skills & Qualifications
Education: While no specific degree is mandated, a strong foundation in user-centered design principles, research methodologies, and product strategy is expected, often gained through formal education or extensive practical experience.
Experience: 10+ years in UX, product design, service design, user research, or product strategy, with a proven track record of translating customer insight into successfully shipped products.
Required Skills:
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Demonstrated expertise in conducting deep user research, including customer calls, recorded onboardings/demos, and behavioral analytics (e.g., FullStory).
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Proven ability to translate complex research findings into clear, actionable insights for product teams.
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Senior-level experience within a high-craft B2B SaaS product organization or a top-tier design/product consultancy.
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Deep understanding of finance personas and workflows (e.g., Accounts Payable, Procurement, Controllership, ERP, Fintech).
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Ability to apply persona and business-context understanding to product copy, UX copy, and messaging.
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Experience with growth experimentation and a strong understanding of growth levers in Product-Led Growth (PLG) and Product-Led Sales (PLS).
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Strong systems thinking and product judgment, with the ability to constructively challenge teams.
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Proficiency in working hands-on with wireframes and prototypes when beneficial for testing concepts or communicating recommendations.
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Proven ability to build and structure research into reusable persona libraries and AI workflows (agents, skills, guardrails, evaluators) for research and product assessment.
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Comfort working across Product, Design, Sales, Customer Success, and Product Marketing teams.
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Ability to collaborate effectively across US and Israel time zones. Preferred Skills:
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Experience directly accountable for product implementation, launch, and iteration cycles.
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Familiarity with AI-powered UX evaluation tools and their application in product development.
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Experience in financial operations or related enterprise software domains.
π Enhancement Note: The requirements emphasize a senior-level candidate with a blend of research acumen, strategic product thinking, and hands-on design skills, specifically within the B2B SaaS and Fintech domains. The explicit mention of AI workflows and PLG/PLS indicates a need for modern product development practices.
π Process & Systems Portfolio Requirements
Portfolio Essentials:
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Demonstrations of turning customer insight into shipped products, showcasing the impact of research on product success.
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Case studies detailing deep user research methodologies employed (e.g., customer interviews, usability testing, behavioral analytics) and the actionable insights derived.
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Examples of persona libraries created and how they were operationalized to guide product decisions.
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Evidence of contributions to product strategy and problem validation, illustrating how user needs were clarified before solution design.
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Wireframes, prototypes, or other design artifacts that showcase the ability to test concepts and improve solutions hands-on.
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Examples of how user context was applied to shape product copy, UX messaging, and overall communication strategies.
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Contributions to Product-Led Growth (PLG) or Product-Led Sales (PLS) experiments, highlighting user flow optimization. Process Documentation:
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Documented examples of how user research findings were structured into reusable persona libraries and evaluation criteria.
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Evidence of experience building or configuring AI workflows, including agents, skills, guardrails, and evaluators for UX assessment.
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Case studies that illustrate the ability to identify and address persona gaps, missing scenarios, and usability risks early in the development cycle.
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Demonstrations of a systematic approach to validating target personas and product problems from feature initiation through Product Review.
π Enhancement Note: For this senior role, the portfolio should not just showcase completed work but also the strategic thinking, research rigor, and cross-functional collaboration that led to successful product outcomes. Emphasis on AI applications and PLG/PLS methodologies will be highly valued.
π΅ Compensation & Benefits
Salary Range: $160,000 - $180,000 USD per year.
Compensation will be determined by factors such as location, level, job-related knowledge, skills, and experience.
Benefits:
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Full medical, dental, and vision insurance.
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401(k) with employer match.
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Equity options.
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Access to cutting-edge AI tools, including ChatGPT Enterprise, to enhance productivity and innovation.
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Opportunities and development for career and personal growth.
Working Hours: The role is based on a standard 40-hour work week. The hybrid arrangement requires 3 days per week in the Austin office, offering flexibility for the remainder of the week.
π Enhancement Note: The salary range provided is a strong indicator of the seniority and strategic importance of this role. The inclusion of equity, comprehensive benefits, and access to advanced AI tools like ChatGPT Enterprise are significant components of the total compensation package, reflecting Stampli's commitment to employee well-being and professional development in a cutting-edge tech environment.
π― Team & Company Context
π’ Company Culture
Industry: Technology, specifically focused on AI-native finance software and procure-to-pay (P2P) solutions. Stampli is a leader in Accounts Payable (AP) automation and is expanding its platform to cover the entire P2P lifecycle.
Company Size: Stampli is described as experiencing "explosive growth" and being among the "top tech companies at our stage," indicating a dynamic, scaling organization. While not explicitly stated in the provided data, typical companies at this growth stage are often between 200-1000 employees.
Founded: Stampli has been operating for "nearly a decade," suggesting a mature yet rapidly evolving company with established products and a strong market presence.
Team Structure:
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The Principal UX Expert reports to the VP of Product, positioning them as a senior individual contributor within the Product organization.
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They will be a leading source of customer insight within Product, acting as a trusted partner to Product Managers and the design team.
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Close collaboration is expected with Sales and Customer Success, indicating a cross-functional, market-oriented approach.
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The role involves working closely with design leadership to elevate user understanding and UX craft. Methodology:
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Data-Driven Insights: Emphasis on rigorous user research, behavioral analytics, and customer feedback to inform product decisions.
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AI-Native Development: Integration of AI capabilities throughout the product suite, with a focus on leveraging AI for UX evaluation and enhancing team productivity.
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Customer-Centric Workflow: Designing solutions that adapt to customer workflows rather than forcing customers to adapt to the software, as evidenced by integrations with over 70 ERPs.
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Product-Led Growth (PLG) & Sales (PLS): Experimentation with PLG and PLS strategies to drive user adoption and commercial success.
Company Website: https://www.stampli.com/
π Enhancement Note: Stampli's culture is characterized by rapid growth, innovation in AI for finance, and a strong customer-first philosophy. The emphasis on adapting to customer needs and leveraging AI positions it as a forward-thinking company. The mention of Comparably awards for Work-Life Balance, Compensation, Happiness, and Perks & Benefits suggests a positive and supportive employee environment.
π Career & Growth Analysis
Operations Career Level: Principal UX Expert is a senior individual contributor role, signifying a high level of expertise, strategic influence, and autonomy. This level typically involves mentoring junior team members, leading complex initiatives, and shaping the strategic direction within their domain. In operations and product development, "Principal" often means owning a significant area of responsibility and being a go-to expert.
Reporting Structure: Reports directly to the VP of Product. This provides high visibility to senior leadership and a direct line for influencing product strategy. The role acts as a bridge between customer insights and the Product Management and Design teams.
Operations Impact: The role's primary impact is on the usability, desirability, and market fit of Stampli's AI-native finance software. By ensuring a deep understanding of user personas and workflows, the Principal UX Expert directly influences:
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Product adoption and customer satisfaction.
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The effectiveness of Product-Led Growth (PLG) and Product-Led Sales (PLS) strategies.
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Product messaging and value proposition clarity.
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The overall success of new feature development and platform expansion into the P2P lifecycle.
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Reducing friction for users and buyers, thereby contributing to lower churn and higher customer lifetime value. Growth Opportunities:
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Skill Specialization: Deepen expertise in AI-powered UX evaluation tools, advanced user research methodologies, and product strategy within the Fintech/AP automation space.
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Leadership & Mentorship: Opportunity to mentor designers and product managers, acting as a thought leader and raising the bar for UX practice within the organization.
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Strategic Influence: Directly impact product roadmap decisions and contribute to the company's strategic direction in a high-growth environment.
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Career Advancement: Potential to move into leadership roles within UX, Product Management, or Product Strategy as the company continues its rapid expansion.
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Industry Exposure: Gain experience with cutting-edge AI tools and innovative product development approaches in the rapidly evolving FinTech sector.
π Enhancement Note: This role offers significant opportunities for impact and growth, particularly for an individual contributor who thrives on strategic influence and deep domain expertise. The direct reporting line to the VP of Product and the focus on AI and PLG/PLS provide a platform for significant career development within a high-growth FinTech company.
π Work Environment
Office Type: Stampli offers a hybrid work model, requiring employees to be in the Austin office three days a week, with the option to work remotely for the remainder of the week. This suggests a collaborative office environment designed to foster teamwork and in-person interaction, balanced with flexibility.
Office Location(s): The primary office location mentioned is Austin, TX, USA. The company also has a presence in Israel, suggesting a global, multi-timezone operational structure.
Workspace Context:
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Collaborative Environment: The hybrid model is designed to facilitate collaboration between Product Managers, designers, and other cross-functional teams (Sales, Customer Success, Product Marketing).
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Technology-Rich: Access to cutting-edge AI tools, including ChatGPT Enterprise, indicates a commitment to providing employees with advanced resources to enhance productivity and innovation.
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User-Centric Focus: The workspace culture likely supports and encourages deep dives into user needs, with opportunities for direct interaction with customer insights and research findings.
Work Schedule: A standard 40-hour work week is implied, with the hybrid arrangement offering flexibility on remote workdays. This schedule should accommodate focused work, research activities, and collaborative sessions.
π Enhancement Note: The hybrid work model in Austin signifies a balance between in-office collaboration and remote flexibility, catering to modern work preferences while emphasizing the importance of in-person interaction for a role requiring close partnership. The provision of advanced AI tools highlights Stampli's investment in its employees' technological capabilities.
π Application & Portfolio Review Process
Interview Process:
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Initial Screening: A recruiter or hiring manager will likely review your resume and application to assess alignment with the core requirements, particularly experience level and domain knowledge.
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Hiring Manager Interview: A deeper dive into your experience, research methodologies, product judgment, and understanding of B2B SaaS and finance personas. Expect questions about specific projects and your role in them.
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Portfolio Review & Design Challenge: This is a critical stage. You will likely present a portfolio showcasing your best work, focusing on case studies that demonstrate your ability to translate customer insight into shipped products. A practical exercise or case study might be presented, requiring you to analyze a problem, propose research methods, and outline potential solutions or strategic recommendations, possibly involving wireframes or prototypes.
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Cross-Functional Interviews: Interviews with Product Managers, design leadership, and potentially members of Sales or Customer Success to assess collaboration style, communication skills, and cultural fit.
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Executive Interview: A final interview, likely with the VP of Product or another senior leader, to discuss strategic vision, leadership potential, and overall alignment with Stampli's mission.
Portfolio Review Tips:
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Showcase Impact: Focus on case studies where your UX expertise directly led to measurable product improvements or business outcomes. Quantify results whenever possible (e.g., improved conversion rates, reduced support tickets, increased feature adoption).
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Highlight Research Rigor: Detail your user research process, from planning and recruitment to analysis and synthesis. Explain how you uncovered deep insights and translated them into actionable recommendations.
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Demonstrate Problem Framing: Emphasize how you collaborated with product teams to define the right problem before jumping to solutions. Show instances where you challenged assumptions or identified persona gaps.
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Illustrate Collaboration: Provide examples of how you worked effectively with Product Managers, designers, engineers, and other stakeholders.
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Include AI & PLG/PLS Examples: If possible, showcase any experience with AI-driven product development, UX evaluation tools, or contributions to PLG/PLS initiatives.
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Prepare for Hands-on Artifacts: Be ready to discuss or even briefly create wireframes or prototypes if the challenge requires it.
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Tell a Story: Structure your portfolio presentations as compelling narratives that highlight the challenge, your approach, the solution, and the impact.
Challenge Preparation:
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Anticipate Finance Persona Problems: Be ready to discuss common challenges or opportunities within Accounts Payable, Procurement, or broader P2P workflows.
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Practice Research Scenarios: Think about how you would approach researching a new feature concept or diagnosing a usability issue in a complex B2B SaaS product.
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Articulate Strategic Recommendations: Be prepared to present your strategic thinking, not just design solutions. How would you validate a persona? How would you measure the success of a UX change?
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Understand PLG/PLS: Familiarize yourself with common PLG/PLS strategies and how UX contributes to them.
π Enhancement Note: The interview process emphasizes practical application of UX expertise, strategic thinking, and cross-functional collaboration. A strong portfolio that demonstrates impact, research rigor, and adaptation to modern methodologies like AI and PLG/PLS will be crucial for success.
π Tools & Technology Stack
Primary Tools:
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User Research Platforms: FullStory (explicitly mentioned), UserTesting.com, Hotjar, or similar behavioral analytics and session recording tools.
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Prototyping & Wireframing Tools: Figma, Sketch, Adobe XD, InVision, or similar, for creating and testing design artifacts.
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AI Collaboration Tools: ChatGPT Enterprise (explicitly mentioned) for enhancing productivity, innovation, and streamlining workflows. Potentially other AI platforms for UX evaluation (agents, skills, guardrails, evaluators).
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Collaboration & Project Management: Jira, Confluence, Asana, Trello, or similar for managing tasks, workflows, and documentation.
Analytics & Reporting:
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Web Analytics: Google Analytics, Adobe Analytics, or similar for understanding user behavior on digital platforms.
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Product Analytics: Amplitude, Mixpanel, Pendo, or similar for in-depth product usage analysis.
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BI Tools: Tableau, Power BI, Looker, or similar for data visualization and dashboard creation, especially for tracking UX metrics and product performance.
CRM & Automation:
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CRM Systems: Salesforce, HubSpot, or similar for understanding customer data and sales/customer success interactions.
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Integration Platforms: Tools for connecting various systems to gather comprehensive user data and streamline workflows.
π Enhancement Note: The mention of FullStory and ChatGPT Enterprise provides specific insights into Stampli's current toolset. Candidates should be prepared to discuss their experience with these and similar tools, particularly how they leverage behavioral analytics and AI to drive product decisions and enhance efficiency.
π₯ Team Culture & Values
Operations Values:
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Customer-Centricity: Deeply understanding and advocating for the user and buyer is paramount, driving product decisions that align with real needs and workflows.
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Innovation & AI Integration: Embracing and leveraging AI to transform financial operations, enhance product capabilities, and improve internal productivity.
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Collaboration & Partnership: Working seamlessly across Product, Design, Sales, Customer Success, and Product Marketing to achieve shared goals.
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Excellence & Craftsmanship: Striving for high quality in user experience design and product development, continuously raising the bar for understanding users and decision-makers.
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Adaptability & Agility: Embracing rapid growth and evolving market needs, with a focus on adapting solutions to customer workflows.
Collaboration Style:
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Cross-Functional Integration: A strong emphasis on working closely with Product Managers and designers, and partnering with Sales, Customer Success, and Product Marketing to ensure a holistic understanding of the customer journey and market dynamics.
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Constructive Challenge: A culture that encourages challenging assumptions and providing critical feedback to improve product direction and UX quality, fostering continuous improvement.
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Knowledge Sharing: Encouraging learning from each other (e.g., between design leadership and the Principal UX Expert) to elevate collective understanding and practice.
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Data-Driven Decision Making: Valuing insights derived from user research and behavioral analytics to guide product strategy and design choices.
π Enhancement Note: Stampli's culture appears to be a blend of high-growth startup energy with a mature focus on customer success and product excellence. The emphasis on AI and cross-functional collaboration is key to their operational philosophy.
β‘ Challenges & Growth Opportunities
Challenges:
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Balancing Deep Insight with Speed: Translating complex, nuanced user insights into actionable recommendations that can be implemented quickly in a fast-paced, high-growth environment.
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Operationalizing AI for UX: Effectively building and deploying AI-powered UX evaluation tools that provide consistent, reliable, and valuable feedback throughout the product lifecycle.
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Navigating Complex Workflows: Deeply understanding and effectively addressing the intricate workflows and decision-making processes of finance professionals across various roles and company sizes.
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Cross-Time Zone Collaboration: Maintaining seamless communication and collaboration with teams in Israel, requiring proactive scheduling and clear communication strategies.
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Influencing Without Direct Authority: As a senior individual contributor, effectively influencing product direction and coaching teams without direct managerial oversight.
Learning & Development Opportunities:
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AI in UX: Gaining hands-on experience with advanced AI tools for UX evaluation, research synthesis, and product concept testing.
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FinTech Product Strategy: Deepening expertise in the financial operations technology sector, including procure-to-pay (P2P) lifecycles and ERP integrations.
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Product-Led Growth & Sales: Developing a sophisticated understanding of PLG/PLS strategies and how UX design contributes to their success.
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Mentorship & Thought Leadership: Opportunity to mentor junior team members and establish best practices for user research and UX strategy within the organization.
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Career Progression: Potential pathways into senior leadership roles in UX, Product Management, or Product Strategy as Stampli continues to scale.
π Enhancement Note: The challenges are typical for a senior individual contributor role in a rapidly growing tech company, focusing on strategic impact, AI adoption, and effective collaboration. The growth opportunities are substantial, offering deep specialization and leadership potential.
π‘ Interview Preparation
Strategy Questions:
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"Describe a time you used deep customer insight to pivot a product strategy or feature development. What was the insight, and what was the outcome?" (Focus on your process, impact, and strategic thinking.)
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"How would you operationalize persona libraries using AI tools to ensure consistent UX evaluation across product development?" (Prepare to discuss AI workflows, agents, and guardrails.)
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"Walk us through your approach to validating a complex finance workflow for a new feature. What research methods would you employ, and how would you ensure accuracy?" (Highlight your understanding of finance personas and research rigor.)
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"How do you balance the need for deep user research with the demands of a fast-paced product development cycle?" (Showcase your ability to prioritize and find efficient research methods.)
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"Describe your experience working with Product Managers and designers. How do you constructively challenge assumptions and ensure user needs are met?" (Focus on collaboration and influence.) Company & Culture Questions:
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"What excites you about Stampli's mission and our AI-native approach to finance software?" (Research Stampli's product, AI capabilities, and market position.)
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"How do you see your role contributing to Stampli's growth and our customer-first culture?" (Connect your skills to their values and business objectives.)
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"What are your thoughts on Product-Led Growth (PLG) and Product-Led Sales (PLS), and how can UX contribute to their success?" (Demonstrate your understanding of modern growth strategies.)
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"How do you approach working with teams across different time zones, specifically with our teams in Israel?" (Prepare to discuss communication strategies and flexibility.) Portfolio Presentation Strategy:
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Structure: Organize your presentation around 2-3 key projects that best represent your core skills and impact. Use a STAR (Situation, Task, Action, Result) or similar framework for each case study.
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Focus on "Why" and "How": Don't just show the final product; explain the problem you were solving, your research process, the insights you uncovered, the decisions you made, and the ultimate impact.
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Quantify Impact: Use metrics whenever possible to demonstrate the value of your contributions (e.g., increased conversion, improved satisfaction scores, reduced errors).
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Highlight Collaboration: Explicitly mention how you partnered with Product Managers, designers, engineers, and other stakeholders.
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Showcase AI/PLG/PLS Experience: If applicable, dedicate time to discussing projects where you utilized AI tools or contributed to PLG/PLS initiatives.
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Be Ready for Live Artifacts: Have your wireframing/prototyping tools accessible and be prepared to sketch out ideas or discuss concepts on the fly if prompted.
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Engage and Discuss: Make it a conversation. Ask clarifying questions and actively seek feedback during your presentation.
π Enhancement Note: Preparation should focus on demonstrating strategic thinking, deep research expertise, and the ability to translate insights into tangible product improvements, especially within the B2B SaaS and FinTech context. Highlighting experience with AI tools and PLG/PLS will be critical.
π Application Steps
To apply for this Principal UX Expert position:
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Submit your application through the Comeet portal linked via the job posting.
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Tailor Your Resume: Highlight your 10+ years of experience in UX, product design, or user research, specifically emphasizing your work in B2B SaaS and finance/Fintech domains. Use keywords from the job description such as "user research," "product strategy," "persona development," "B2B SaaS," "AI workflows," and "Product-Led Growth."
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Curate Your Portfolio: Select 2-3 of your most impactful projects that showcase your ability to turn customer insight into shipped products. Prepare detailed case studies that explain your research process, insights, strategic recommendations, and measurable results. Ensure you can discuss your experience with wireframing, prototyping, and ideally, AI-driven UX evaluation tools.
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Craft a Compelling Cover Letter (Optional but Recommended): Briefly articulate why you are a strong fit for Stampli, referencing their AI-native approach, customer-centric values, and the specific challenges of this role.
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Research Stampli Thoroughly: Understand their product offerings, target market (AP, P2P), competitive landscape, and recent company news or achievements. Familiarize yourself with their AI assistant, "Billy," and their approach to ERP integrations.
β οΈ 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.
Application Requirements
Candidates must have 10+ years of experience in UX, product design, or user research with a strong track record in B2B SaaS environments. A deep understanding of finance personas and workflows, along with the ability to structure research into actionable insights and AI-driven workflows, is required.