Principal UX Expert

📍 Job Overview

Job Title: Principal UX Expert

Company: Stampli

Location: Mountain View, California, US

Job Type: Full-Time

Category: User Experience (UX) / Product Design Operations

Date Posted: 2026-08-06

Experience Level: 10+ Years

Remote Status: Hybrid

🚀 Role Summary

• Drive deep customer insight generation to inform strategic product development and enhance user experience for B2B SaaS financial workflows.

• Lead user research initiatives, translating complex finance personas and decision-maker needs into actionable product requirements and design considerations.

• Partner closely with Product Management and Design teams to validate personas, challenge assumptions, and mitigate usability risks throughout the product lifecycle.

• Leverage AI-powered UX evaluation tools and persona libraries to assess product concepts, prototypes, and designs, ensuring alignment with user needs and business objectives.

• Contribute to Product-Led Growth (PLG) and Product-Led Sales (PLS) strategies by identifying optimal user flows and decision-maker engagement points.

📝 Enhancement Note: This role is positioned as a senior individual contributor focused on the strategic application of UX expertise to inform product direction, rather than a hands-on production design role. The emphasis is on influencing product strategy through deep customer understanding and providing expert consultation to product and design teams.

📈 Primary Responsibilities

• Conduct ongoing, in-depth user research through customer calls, recorded sessions, and behavioral analytics to deeply understand Stampli’s users, buyers, administrators, and decision-makers.

• Partner with Product Managers to meticulously validate target personas and core problems from feature initiation through Product Review, ensuring clarity on the real problem, workflow, and intended outcome.

• Collaborate with Product Managers and designers from feature inception to Design Review, injecting critical customer context, challenging existing assumptions, and identifying persona gaps, missing scenarios, and potential usability risks.

• Develop and maintain Stampli’s comprehensive persona libraries, operationalizing them through AI-powered UX evaluation tools, including agents, skills, guardrails, and evaluators for assessing product concepts, prototypes, and designs.

• Create or contribute to wireframes and prototypes when hands-on exploration is the most effective method for testing concepts, communicating recommendations, or refining solutions.

• Work in tandem with Product Marketing to shape product and UX copy, and overall messaging, ensuring it is grounded in a profound understanding of user personas and business context.

• Collaborate with Product and Product Marketing teams on Product-Led Growth (PLG) and Product-Led Sales (PLS) experiments, providing expert guidance on identifying optimal flows for features, upsells, decision-makers, and diverse business contexts.

📝 Enhancement Note: The responsibilities highlight a significant focus on operationalizing user insights through AI tools and persona libraries, indicating Stampli's commitment to data-driven UX evaluation and continuous improvement in their product development process.

🎓 Skills & Qualifications

Education: While no specific degree is listed, a strong academic foundation in Human-Computer Interaction (HCI), Psychology, Design, Computer Science, or a related field would be beneficial.

Experience: A minimum of 10 years of progressive experience in UX, product design, service design, user research, or product strategy, with a demonstrated history of successfully translating customer insights into launched products.

Required Skills:

• A proven and demonstrable approach to conducting deep user research, including customer calls, analysis of recorded onboardings/demos, and expertise in behavioral analytics tools (e.g., FullStory).

• Ability to synthesize complex research findings into clear, actionable insights that drive product decisions.

• Extensive experience in a senior in-house UX role at a high-craft B2B SaaS company, or a background from a top-tier design or product consultancy where accountability through implementation, launch, and iteration was maintained.

• Deep understanding of finance personas and workflows, such as Accounts Payable (AP), Procurement, Controllership, ERP systems, or broader Fintech domains.

• Proficiency in understanding how these personas operate, make decisions, and evaluate solutions within their professional context.

• Strong capability to apply deep persona and business-context understanding to shape product copy, UX copy, and overall messaging strategies.

• Hands-on experience structuring research into reusable persona libraries, defining evaluation criteria, and building or configuring AI workflows, including agents, skills, guardrails, and evaluators for research, prototyping, and product-quality assessment. Preferred Skills:

• Experience with growth experimentation methodologies and a solid grasp of growth levers within both Product-Led Growth (PLG) and Product-Led Sales (PLS) models.

• Strong systems thinking capabilities and excellent product judgment, with the ability to constructively challenge teams and engage hands-on with wireframes and prototypes when beneficial.

• Comfort and proficiency in collaborating across diverse teams including Product, Design, Sales, Customer Success, and Product Marketing.

• Ability to navigate cross-time zone collaboration, specifically between US and Israel time zones.

📝 Enhancement Note: The emphasis on "high-craft B2B SaaS" and specific finance personas suggests that candidates with experience in complex enterprise software environments and a nuanced understanding of financial operations will be highly valued. The explicit mention of AI workflow configuration points to a need for technically adept UX professionals.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• Showcase case studies demonstrating a deep user research process, from initial problem identification to validated solutions, highlighting methodologies like customer interviews, surveys, and behavioral analytics.

• Present examples of how your insights have directly influenced product strategy, feature development, or UX improvements, with measurable outcomes or impact.

• Include documentation of persona development, including how these personas were created, operationalized, and used to guide product decisions.

• Demonstrate experience with wireframing and prototyping tools, showcasing how these artifacts were used to test hypotheses or communicate complex ideas.

• Provide evidence of your ability to work with or contribute to AI-driven UX evaluation tools, detailing any experience in building or configuring agents, skills, or guardrails. Process Documentation:

• Document your approach to defining and validating user problems and personas early in the product development lifecycle, emphasizing early-stage discovery and validation.

• Illustrate your process for collaborating with Product Managers and designers, detailing how you provide customer context, challenge assumptions, and mitigate risks.

• Showcase your methodology for developing and maintaining persona libraries and operationalizing them through AI-powered evaluation tools, demonstrating a systematic approach to insight management.

• Explain how you have contributed to or influenced product copy and messaging based on deep persona and business-context understanding.

📝 Enhancement Note: Given the role's emphasis on insight generation and AI integration, the portfolio should clearly articulate the candidate's process for turning raw data into actionable strategies and demonstrate their comfort with leveraging technology, including AI, to enhance UX evaluation and product development.

💵 Compensation & Benefits

Salary Range: The base salary range for this position is $170,000 - $200,000 USD per year, plus equity.

Benefits:

• Comprehensive medical, dental, and vision insurance coverage.

• 401(k) retirement plan with an employer match.

• Stock options/equity in the company.

• Access to cutting-edge AI tools, including ChatGPT Enterprise, to enhance productivity and innovation.

• Opportunities and structured development programs for career and personal growth.

Working Hours: This is a full-time position. The role involves a hybrid work arrangement, requiring 3 days per week in the Mountain View office, with the flexibility to work remotely for the remaining days. Standard working hours are assumed to be approximately 40 hours per week, with potential for flexibility given the hybrid model.

📝 Enhancement Note: The salary range provided is an estimate based on the stated range in the job description. The compensation offered will be determined by factors such as the candidate's location, experience level, job-related knowledge, skills, and overall experience. The hybrid work arrangement offers a blend of in-office collaboration and remote flexibility, typical for senior roles in tech.

🎯 Team & Company Context

🏢 Company Culture

Industry: Stampli operates within the Technology sector, specifically focusing on Software and FinTech, aiming to revolutionize financial operations software with an AI-native approach. They are disrupting traditional accounts payable and expense management processes.

Company Size: Stampli is a growing company, likely in the mid-size range (e.g., 50-250 employees, though exact figures aren't provided in the input, it's implied by the senior nature of the role and the hybrid office setup). This size often means a dynamic environment where individual contributions have a significant impact.

Founded: Stampli was founded with a vision to build finance software differently, focusing on AI, real financial workflows, and deep user understanding. This foundational principle drives their product development and company culture.

Team Structure:

• The Principal UX Expert will be part of the Product organization, reporting directly to the VP of Product, signifying a senior, strategic position.

• This role will act as a leading source of customer insight within Product, working closely with Product Managers and the design team.

• It involves extensive cross-functional collaboration with Sales, Customer Success, and Product Marketing teams to ensure a holistic understanding of the market and customer needs.

• The team structure likely emphasizes collaboration and knowledge sharing, particularly between US and Israel-based teams. Methodology:

• Stampli emphasizes an AI-native approach to finance software, suggesting a strong focus on data analysis, machine learning, and intelligent automation in their product development.

• The company prioritizes understanding "real financial workflows" and the people who use them, indicating a user-centric and workflow-driven methodology.

• Workflow planning and optimization are central, with a focus on how users interact with financial systems and how those systems can be improved.

• Automation and efficiency are likely key tenets, driven by their AI-first strategy.

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

📝 Enhancement Note: The company's focus on AI and deep understanding of financial workflows suggests a culture that values innovation, data-driven decision-making, and practical problem-solving. The "new way" of building finance software implies a forward-thinking and potentially agile environment.

📈 Career & Growth Analysis

Operations Career Level: This role is at the Principal level, signifying a senior individual contributor with significant autonomy and influence. It's a leadership position within the UX function, focused on strategic impact rather than direct management. The scope involves shaping product direction based on deep user and buyer insights, and mentoring/coaching product and design teams.

Reporting Structure: The Principal UX Expert reports directly to the VP of Product. This indicates a high level of visibility and direct access to senior leadership, allowing for significant influence on product strategy and development priorities.

Operations Impact: The impact of this role is substantial, directly influencing the product's market fit, user adoption, and customer satisfaction. By ensuring products are built on a foundation of genuine customer needs and workflows, the role contributes directly to revenue generation through better product-market fit, improved customer retention, and enhanced sales enablement via Product-Led Growth strategies. The role also impacts the efficiency and effectiveness of the Product and Design teams.

Growth Opportunities:

• Operations Skill Advancement: Opportunities to deepen expertise in AI-powered UX evaluation tools, advanced user research methodologies, and Product-Led Growth experimentation.

• Industry Specialization: Further developing a niche expertise in finance personas, AP workflows, and B2B SaaS product strategy within the FinTech space.

• Strategic Influence: Potential to shape the overall UX and product strategy for Stampli, influencing product roadmaps and innovation pipelines.

• Leadership Development: While not a people management role, the Principal level offers opportunities for technical leadership, mentoring junior team members, and becoming a recognized expert within the organization and the broader industry.

📝 Enhancement Note: The Principal level designation implies a career path that emphasizes deep expertise and strategic impact, often serving as a stepping stone to Principal/Distinguished Engineer or Architect roles, or to leadership positions in specialized product/UX functions.

🌐 Work Environment

Office Type: Stampli offers a hybrid work environment with a physical office presence in Mountain View, CA. This setup balances in-office collaboration with remote flexibility.

Office Location(s): The primary office location mentioned is Mountain View, California, a hub for technology companies in Silicon Valley. This location offers access to a vibrant tech ecosystem.

Workspace Context:

• Collaborative Environment: The hybrid model suggests a need for intentional collaboration, with dedicated time in the office for team meetings, workshops, and brainstorming sessions, fostering a sense of community and shared purpose.

• Tools and Technology: Employees have access to cutting-edge AI tools, including ChatGPT Enterprise, indicating a technologically advanced workplace focused on enhancing productivity and innovation. The role also implies access to standard UX research and design tools, as well as analytics platforms.

• Team Interaction: The hybrid setup allows for regular interaction with Product Managers, designers, and other cross-functional stakeholders, facilitating knowledge sharing and efficient problem-solving. Opportunities for interaction with teams across different time zones (US/Israel) are also present.

Work Schedule: The role is full-time, with a hybrid arrangement requiring 3 days per week in the Mountain View office. This provides a structured yet flexible schedule, allowing operations professionals to balance deep work, collaborative activities, and personal needs effectively.

📝 Enhancement Note: The hybrid model is designed to capture the benefits of in-person collaboration while retaining the flexibility valued by many tech professionals. The emphasis on AI tools suggests a forward-thinking work environment that embraces technological advancements to improve efficiency.

📄 Application & Portfolio Review Process

Interview Process:

• Initial Screening: A review of your resume and portfolio to assess alignment with the required experience and skills.

• Hiring Manager Interview: A discussion with the VP of Product to delve into your strategic thinking, user research methodologies, and understanding of B2B SaaS/FinTech. Be prepared to discuss your approach to persona development and insight operationalization.

• Team Interviews: Meetings with Product Managers and Design Leads to assess your collaboration style, ability to challenge assumptions constructively, and your understanding of the product development lifecycle. Prepare specific examples of how you’ve partnered effectively with these functions.

• Portfolio Presentation: A dedicated session where you will present case studies from your portfolio, focusing on how you’ve turned customer insight into shipped products and how you’ve utilized or envision using AI in UX evaluation.

• Final Round: Potentially a discussion with other senior leaders to evaluate overall fit, strategic alignment, and long-term potential.

Portfolio Review Tips:

• Focus on Impact: Curate 2-3 strong case studies that clearly demonstrate your ability to conduct deep user research, translate insights into product strategy, and drive tangible results. Highlight the "why" and the "so what" of your work.

• Showcase Process: Clearly articulate your research methodologies, persona development frameworks, and how you operationalized insights, especially using AI tools or advanced analytics.

• Highlight Collaboration: Include examples of how you partnered effectively with Product Managers, designers, and other stakeholders, showcasing your ability to influence and coach teams.

• Demonstrate Problem-Solving: Use STAR (Situation, Task, Action, Result) or similar frameworks to explain how you approached complex challenges, especially those involving finance workflows or B2B SaaS products.

• Quantify Results: Whenever possible, include metrics or data that illustrate the impact of your work (e.g., improved conversion rates, reduced support tickets, increased user satisfaction).

• AI Integration: Explicitly detail any experience you have with AI tools in UX research, evaluation, or workflow automation. If you don't have direct experience, articulate your understanding and proposed approach for Stampli.

Challenge Preparation:

• Strategic Thinking: Be ready to discuss how you would approach understanding Stampli's specific user base and product challenges.

• Research Scenarios: Prepare to outline how you would conduct user research for a hypothetical new feature or to address a specific user pain point.

• Persona Operationalization: Be ready to discuss your approach to building and maintaining persona libraries and how you would integrate them into the product development process, potentially with AI.

📝 Enhancement Note: The interview process strongly emphasizes strategic thinking, deep research capabilities, and the ability to operationalize insights, particularly through AI. A well-structured portfolio that showcases these aspects will be crucial for success.

🛠 Tools & Technology Stack

Primary Tools:

• User Research Platforms: FullStory (mentioned), UserTesting.com, Lookback, Hotjar, SurveyMonkey, Qualtrics.

• Prototyping & Wireframing: Figma (highly probable), Sketch, Adobe XD, Axure RP.

• AI-Powered UX Evaluation: Experience with or a strong understanding of AI agents, skills, guardrails, and evaluators for product concept/prototype assessment. This is a key area of focus for Stampli.

• Collaboration Tools: Slack, Microsoft Teams, Jira, Confluence.

Analytics & Reporting:

• Behavioral Analytics: FullStory (explicitly mentioned).

• Product Analytics: Google Analytics, Mixpanel, Amplitude.

• Reporting & Dashboarding: Tableau, Power BI, Looker (or similar BI tools).

CRM & Automation:

• CRM: Salesforce (likely, given B2B SaaS context), HubSpot.

• Automation Tools: Experience with workflow automation tools that integrate with CRMs and product platforms.

• Integration Platforms: Understanding of how different systems (CRM, ERP, product platforms) connect and exchange data is beneficial.

📝 Enhancement Note: The explicit mention of FullStory and the emphasis on AI-powered UX evaluation tools are critical. Candidates should highlight any experience with these or similar technologies, and demonstrate an ability to leverage data and AI to drive UX decisions.

👥 Team Culture & Values

Operations Values:

• Customer Centricity: A deep commitment to understanding and serving the needs of Stampli's users, buyers, and decision-makers, driving product development based on real-world problems.

• AI-Native Innovation: Embracing and leveraging Artificial Intelligence as a core component of product development, evaluation, and operational efficiency.

• Data-Driven Decision Making: Relying on robust user research, behavioral analytics, and performance metrics to inform product strategy and UX improvements.

• Process Excellence: A focus on optimizing financial workflows and product development processes to enhance efficiency, user experience, and business outcomes.

• Collaboration & Partnership: Fostering strong working relationships across Product, Design, Sales, Customer Success, and Product Marketing to achieve collective goals.

Collaboration Style:

• Cross-Functional Integration: The role is designed to be a bridge between customer insight and product/design execution, requiring seamless collaboration with various departments.

• Constructive Challenge: Encouraging an environment where assumptions are questioned, ideas are debated respectfully, and solutions are continuously improved based on evidence and expertise.

• Knowledge Sharing: A culture that promotes the sharing of user insights, best practices, and learnings across teams, particularly between US and Israel-based colleagues.

• Experimentation & Iteration: An openness to trying new approaches, running growth experiments, and iterating on products and processes based on feedback and data.

📝 Enhancement Note: Stampli's culture appears to value innovation, deep user understanding, and a collaborative approach to problem-solving, with a strong emphasis on leveraging AI and data to achieve excellence in B2B FinTech software.

⚡ Challenges & Growth Opportunities

Challenges:

• Translating Complex Insights: The primary challenge will be to distill complex financial workflows and diverse user needs into clear, actionable insights that can effectively guide product development.

• Operationalizing AI in UX: Building and integrating AI-powered UX evaluation tools and persona libraries requires a blend of deep UX knowledge and technical understanding, which can be a learning curve.

• Balancing User Needs vs. Business Goals: Navigating the needs of various user types (finance teams, procurement, executives) and balancing them with business objectives and product strategy will require strong product judgment.

• Cross-Time Zone Collaboration: Effectively collaborating and maintaining momentum with teams across different time zones (US and Israel) requires structured communication and proactive effort.

Learning & Development Opportunities:

• AI & UX Specialization: Deepen expertise in applying AI technologies to UX research, evaluation, and product strategy, becoming a leader in this emerging field.

• FinTech & SaaS Mastery: Enhance understanding of intricate financial workflows, B2B SaaS product dynamics, and Product-Led Growth strategies within the FinTech sector.

• Strategic Product Influence: Gain experience in shaping product roadmaps and influencing strategic decisions at a senior level within a growing company.

• Mentorship & Thought Leadership: Opportunities to mentor junior team members, contribute to the company's UX best practices, and potentially represent Stampli at industry events or publications.

📝 Enhancement Note: The challenges presented are inherent to senior operational roles in innovative tech companies, offering significant opportunities for professional growth and skill development.

💡 Interview Preparation

Strategy Questions:

• "Describe your process for identifying and validating a new user persona for a B2B SaaS product, particularly within the finance domain. How would you operationalize this persona using AI tools?" (Focus on methodology, AI integration, and finance context).

• "Walk me through a time you had to challenge a deeply held assumption by a product or design team based on your user research. What was the situation, how did you present your findings, and what was the outcome?" (Focus on influence, data-driven argumentation, and collaboration).

• "How would you approach understanding the decision-making process of a C-level executive (e.g., CFO) evaluating a financial software solution, compared to an AP clerk? What research methods would you employ?" (Focus on persona differentiation, buyer journey, and research strategy). Company & Culture Questions:

• "What interests you most about Stampli's mission to build finance software in a new way, particularly its AI-native approach?" (Demonstrate research into the company's vision and values).

• "How do you see your role as a Principal UX Expert contributing to a hybrid work environment and fostering collaboration across US and Israel teams?" (Highlight adaptability, communication skills, and cultural awareness).

• "How do you measure the success of your user research insights and their impact on product development and business outcomes?" (Focus on metrics, ROI, and quantifiable results). Portfolio Presentation Strategy:

• Storytelling: Structure your case studies as compelling narratives that highlight the problem, your unique approach, the challenges overcome, and the impactful solution.

• Show, Don't Just Tell: Use visuals (screenshots, wireframes, flow diagrams) to illustrate your process and outcomes.

• Quantify Impact: Clearly state any metrics or data that demonstrate the success of your contributions.

• AI Focus: Dedicate time to explain your experience or proposed approach for using AI in UX evaluation and persona management, as this is a key differentiator for Stampli.

• Conciseness: Be mindful of time, focusing on the most impactful aspects of your work and being prepared for deeper dives based on interviewer interest.

📝 Enhancement Note: Interview preparation should emphasize not only UX expertise but also strategic thinking, business acumen, and a forward-looking perspective on leveraging AI within product development.

📌 Application Steps

To apply for this Principal UX Expert position:

• Submit your application through the provided Comeet link on Stampli's website.

• Curate Your Portfolio: Select 2-3 of your most impactful projects that showcase deep user research, persona development, strategic influence, and ideally, experience with AI or advanced analytics. Tailor your portfolio to highlight your understanding of B2B SaaS and finance workflows.

• Optimize Your Resume: Ensure your resume clearly outlines your 10+ years of experience, focusing on achievements and responsibilities directly relevant to user research, product strategy, and driving product impact. Use keywords from the job description such as "B2B SaaS," "Fintech," "user research," "persona development," and "AI."

• Prepare Your Narrative: Practice articulating your experience using the STAR method, focusing on how you translate customer insight into actionable strategies and tangible product improvements. Be ready to discuss your approach to collaboration and your understanding of Stampli's AI-native philosophy.

• Research Stampli: Thoroughly review Stampli's website, product offerings, and any recent news to understand their market position, customer base, and company culture. Prepare thoughtful questions that demonstrate your engagement and strategic thinking.

⚠️ 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.