An Initial AI Screening will be conducted for this role.

Duration : 12 months

Daily Responsibilities :

The designer will support Client 360 product owners, their agile squads, and the Client 360 program, as follows:

Consult with Client 360 product owners and their relevant partners on an ongoing basis to discuss new and upcoming features on the Client 360 roadmap, brainstorm, sketch and iterate on potential UX solutions

Plan usability testing on design proposals as needed

Work with product owners, tech leads, business analysts and other relevant stakeholders to scope design activities, collect business and functional requirements, establish timelines for delivery of prototypes and ready for dev files, and plan usability testing;

Create design concepts and prototypes in Figma, using elements from the Salesforce Lightning Design System, review concepts with product owners and collect feedback to iterate;

Conduct moderated or unmoderated usability testing as needed to validate design hypotheses; and conduct end-to-end test process, including:

2. creating test scripts and launching unmoderated research studies in banks test platform;

3. scheduling and conducting moderated usability testing with banks advisors;

4. synthesizing and analyzing test data;

5. creating and presenting test reports, and discussing design recommendations with POs and other relevant stakeholders;

Deliver design concepts and appropriately documented ready-for-dev files in Figma to Client 360 squads, to support build and release of Client 360 features and enhancements.

What will you do?

Interaction designers shape the experiences we create through each of our digital products. You'll work within an agile environment and iterative process, collaborating with interdisciplinary team members and stakeholders to analyze, design and convey your design vision. A natural problem solver, communicator and facilitator, you'll be involved in every step of the process from idea generation to implementation.

What you would work on

Understand user interface patterns and behaviours,



and use that understanding to drive user comprehension, and improve task performance

Use visualizations and interactions to support analytic thinking with large data sets

Facilitate design critique, evaluate interactions for inclusivity and provide expert advice and guidance to cross-functional teams

Facilitate ideation sessions and collaborative work activities

Act as the interaction design subject-matter expert for the product design team

Use a comprehensive understanding of interaction design theory, research data and best practices to inform design decisions

Design artifacts of high complexity to communicate task flows, touchpoints, behaviours, and the exchange of information

Create complex low-fidelity sketches, wireframes, and prototypes to explore, communicate, and validate ideas.

Create complex prototypes to provide delivery specifications for development

Present interaction design work to more senior stakeholders

Research and Testing

Facilitate usability testing

Participate in or initiate research activities

Research interaction design strategies in the financial services sector and perform competitive audits pertinent to specific design or business goals

Perform pattern, micro-interaction and component design audits where appropriate

What program/technology/software knowledge is essential for this role?

Figma will be used the majority of the time, we also use Mural.

Must-have Skills:

The key skills for the designer include:

Substantial experience designing for complex organizational workflow on the Salesforce platform, and within the constraints dictated by this platform (must-have)

Expertise in use of Figma to:

1.



build design concepts using design system elements and components

2. create complex prototypes (including use of variants and variables to enhance prototype quality and interactivity)

Planning and conducting usability testing using Figma prototypes

Independently scoping and estimating design and usability testing activities to meet competing priorities and deadlines set by squad product owners

Knowledge of and some experience in (ideally no less than 6-12 months) designing for Salesforce

BA/BS degree in Design (e.g. interaction, graphic, visual communications, product, industrial), Human Computer Interaction (HCI), Computer Science (CS), or a related field or equivalent practical experience

A minimum of 5 years of experience in designing usable interfaces across multiple channels and platforms

Experience in an applied research setting including experience integrating user research into product designs and design practices

Demonstrated ability to articulate design strategy, rational and logic; describing benefits and highlighting risks associated with design decisions

Demonstrated expertise with design, prototyping, and research tools such as Figma, Mural, UserTesting.com

Nice-to-have Skills:

Salesforce certification as either

1. User Experience Designer or

MA/MS degree or certification in Design (e.g. interaction, graphic, visual communications, product, industrial), Human Computer Interaction (HCI), Computer Science (CS), or a related field

Strong understanding of strengths and shortcomings of different research methods, including when and how to apply them during each product phase

Appreciation for the potential of 'design thinking'

Experience working within a large organization and within an agile workplace

Strong communication and presentation skills, ability to collaborate with other designers and cross-functional team members, ability to manage stakeholders and build relationships. Experience in facilitating workshops is a nice to have.

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📌 Interaction Designer - Saleforce (Ontario)
🏢 FP
📍 Ontario