User Experience Lead

Optomi; Fort Worth (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Optomi seeks an experienced UX Designer to lead the digitization of a highly manual, document-driven process, moving to Salesforce as a streamlined digital workflow with standardized user addition and role-based access.

You will work closely with stakeholders and the development team to map current processes, simplify complex workflows, and deliver production-ready designs for an enterprise data-heavy environment, using best-in-class UX deliverables.

Qualifications

• Experience designing for complex enterprise environments.
• Ability to simplify workflows for users.
• Proven ability to produce production-level UX deliverables (wireframes, prototypes, user flows, specifications).

Responsibilities

• Evaluate the current manual process and map user journeys and workflows.
• Define current-state vs. future-state experiences.
• Design a digital workflow for user roles and permissions within Salesforce.
• Establish access based on responsibilities.
• Create a standardized process for adding users and assigning system access.
• Validate solutions with advisors; conduct usability testing as needed.
• Prepare production-level UX deliverables for the development team.

Skills

Strong UX design

Enterprise workflows

Data-heavy interfaces

Production UX deliverables

Tools

Figma

Salesforce SLDS

Job description

We’re looking for an experienced UX Designer to lead the digitization of a highly manual, document-driven process. The goal is to move it into Salesforce as a streamlined, user-friendly digital workflow, including a standardized approach to adding users and assigning system access based on roles and responsibilities.

You’ll work closely with stakeholders and the development team to understand the current process, simplify complex workflows, and deliver production-ready designs.

Key Responsibilities:

• Evaluate the current manual process and map existing user journeys and workflows
• Define the current-state vs. future-state experience
• Design an intuitive digital workflow for user roles and permission levels within Salesforce
• Establish appropriate access based on each individual’s responsibilities
• Create a standardized, consistent process for adding users and assigning system access, while accommodating different access requirements
• Validate proposed solutions directly with advisorsConduct usability testing and limited upfront research as needed
• Prepare production-level UX deliverables for the development team

Required Qualifications:

• Strong UX design experience, ideally within complex enterprise environments
• Experience designing for internal platforms and data-heavy applications
• Proven ability to understand complicated workflows and simplify the user experience
• Experience producing production-level UX deliverables (wireframes, prototypes, user flows, specifications)

Preferred Qualifications:

• Experience with similar enterprise workflow platforms
• Experience designing role-based access and permission models
• Background digitizing paper-based or document-driven processes
• Familiarity with Salesforce Lightning Design System (SLDS)
• Proficiency with design tools such as Figma