Carex is partnering with a Financial Services industry leader for Lead UX Designer: Sales & Marketing Optimization.
Duration: 4-6 months
Pay rate: $65-75/hr + Carex benefits
Location: Fully remote
The Lead UX Designer leads the strategy and delivery of customer-centered digital experiences that support sales and marketing objectives. This role translates customer needs, business goals, brand strategy, research, analytics, and performance insights into accessible, effective experiences across product pages, campaigns, quote journeys, acquisition funnels, and other conversion-focused web experiences.
Serving as the primary UX partner for assigned business areas, the Lead UX Designer leads experience strategy, research, optimization, and design execution while collaborating across Marketing, Product, Content, Creative, Analytics, SEO, Technology, Research, and Compliance. The role balances customer needs, business performance, accessibility, brand expression, technical feasibility, and responsible design practices to drive measurable outcomes.
What You'll Do
- Lead UX strategy and design delivery for digital sales and marketing experiences, including product pages, campaign landing pages, resource content, quote tools, lead-generation experiences, and conversion pathways.
- Translate business and marketing objectives into customer experience strategies, design hypotheses, and measurable outcomes.
- Develop a deep understanding of customer needs, audience behaviors, business priorities, market conditions, and competitive experiences to inform design direction.
- Identify opportunities to improve customer journeys from awareness and consideration through quote initiation, lead submission, purchase, or other meaningful actions.
- Establish UX priorities that balance immediate business goals with long-term experience quality, accessibility, design system consistency, and sustainable digital growth.
- Design experiences that reduce friction, improve clarity, strengthen customer confidence, and support informed decision-making.
- Use qualitative research, customer feedback, behavioral insights, and performance data to identify opportunities and guide UX strategy and recommendations.
- Partner with Analytics, Product, Marketing, and Technology teams to define success metrics, establish measurement approaches, and evaluate experience performance.
- Develop and validate hypotheses through research, testing, experimentation, and iterative optimization.
- Apply findings from usability studies, analytics, customer feedback, and experimentation to continuously improve customer experiences and business outcomes.
- Communicate insights through journey maps, experience narratives, design recommendations, and prioritized optimization roadmaps.
- Apply principles of information architecture, content hierarchy, trust-building, behavioral design, and ethical persuasion to improve customer understanding, engagement, and progression through key journeys.
- Partner with Content, Marketing, and Creative teams to align messaging, visual hierarchy, and interaction design around shared customer and business objectives.
- Ensure customer experiences remain transparent, accessible, and user-focused while supporting acquisition and conversion goals.
- Serve as the primary UX point of contact for assigned sales and marketing initiatives.
- Facilitate alignment among cross-functional partners by clearly communicating customer needs, design rationale, supporting evidence, expected outcomes, and tradeoffs.
- Advocate for customer needs while balancing business objectives, compliance requirements, brand standards, technical constraints, and operational considerations.
- Provide leadership, coaching, and guidance to other designers while fostering collaboration and continuous improvement across the UX practice.
What You'll Bring
- Bachelor's degree or equivalent professional experience in User Experience Design, Human-Computer Interaction, Interaction Design, Visual Design, Psychology, Behavioral Science, Marketing, Computer Science, or a related field.
- Seven to ten years of experience designing digital products, customer experiences, or commercial web experiences, including four or more years in a lead or senior UX role.
- A strong portfolio demonstrating the ability to connect customer needs, business objectives, evidence, design decisions, and measurable outcomes.
- Experience designing customer-facing sales and marketing experiences such as product pages, quote journeys, acquisition funnels, campaign landing pages, lead-generation experiences, or digital commerce solutions.
- Experience leveraging qualitative research, behavioral insights, analytics, and experimentation to inform UX strategy and design decisions.
- Strong understanding of usability testing, customer research, information architecture, behavioral design, content hierarchy, accessibility, and conversion optimization principles.
- Demonstrated ability to design clear, useful, accessible, and trustworthy experiences that support customer goals and business objectives.
- Advanced proficiency with UX design and prototyping tools such as Figma and related collaborative design platforms.
- Experience creating wireframes, user flows, journey maps, prototypes, service blueprints, and other customer experience artifacts.
- Experience influencing cross-functional teams and facilitating workshops, design reviews, experiment planning sessions, and stakeholder presentations.
- Practical experience working within Agile product teams and managing UX activities as part of delivery backlogs and roadmaps.
- Strong communication, problem-solving, facilitation, and strategic thinking skills.
- Working knowledge of responsive web design, front-end interaction patterns, content management systems, analytics platforms, and experimentation tools.
- Experience in insurance, financial services, healthcare, or another highly regulated industry is preferred.
- Experience supporting both direct-to-consumer and business-to-business-to-consumer sales models is preferred.
- Experience partnering with Marketing, Content Strategy, Creative, SEO, Analytics, Product Management, Compliance, and Technology teams is preferred.
- Familiarity with measurement platforms such as Google Analytics, Adobe Analytics, Power BI, or comparable solutions is preferred.
- Experience supporting experimentation programs, optimization roadmaps, measurement plans, or post-launch performance reviews is preferred.
- Experience connecting qualitative research findings with quantitative behavioral data to inform strategic recommendations is preferred.
- Experience simplifying complex products, services, or decisions through effective customer experience design is preferred.
- Experience working across corporate, consultancy, agency, or start-up environments is preferred.
- Diverse academic, professional, or life experiences that contribute broader perspectives on customer behavior, communication, business strategy, or decision-making are valued.
Carex Consulting Group is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, or Veteran status.
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