The Experience Strategy and Design team is a multi-disciplinary group of product designers and experience strategists that collaborate with business and technology partners across the enterprise to build meaningful digital experiences for our internal users across Sales, Service, and Wealth. Our users are passionate about the tools and experiences we provide, and we are equally passionate about building the future of financial services.
We are seeking a Senior Experience Strategist and Design Manager, specializing in Salesforce to deliver experiences for our Sales, Service and Wealth user meeting their individual business needs while also ensuring consistency across the Retail Salesforce environment.
In this role, you’ll take the time to understand the discovery and delivery side of XD, but also the business aspects of the digital products we create for our internal audiences. You’ll collaborate with Research, Product, and Engineering teams to create innovative experiences for our internal platforms, leveraging your passion for usability, craft, and design quality.
Responsibilities
Leads the design of innovative solutions across our Sales, Service and Wealth platforms that address user, product, and business problems
Collaborates with product managers, solution architects, and stakeholders to define project goals, requirements, and constraints
Data driven: you are skilled at articulating design decisions that are grounded in user research, business goals and platform constraints; creating alignment across stakeholders
Provides guidance and expertise to effectively engage stakeholders on product design to achieve product goals
Utilizes the Salesforce platform, Trailheads, and the Lightning design system (SLDS2) as part of the regular design work
Ensures user flows, wireframes, prototypes, and high-fidelity designs effectively communicate design rationale and design and interactions standards
What you haveMinimum Qualifications
10+ years of creating experiences for digital products for internal users
5+ years of work experience working with product leaders and technology
1+ year of Schwab technology domain experience gained as a current or recent contractor or employee
Bachelor's or master's degree in Design, Human-Computer Interaction, Computer Science, a related field, or equivalent practical experience
Strong design leadership and project management skills, with the ability to influence product and development partners to the best user experience outcomes
Experience with UX research methods and past close collaboration with research teams
Track record in fostering positive collaborative outcomes in an agile environment across multiple projects
Expert communicator, both written and orally, to all levels throughout the organization
Knowledge of and experience with working in the Salesforce platform and the Lightning design system
Knowledge of and experience with working with IBM Blueworks or other business process mapping tools
Proficient in the latest design and process tools such as Figma, MS Teams, Confluence and Jira
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At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Application FAQsSoftware Powered by iCIMS
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