Salesforce Lightning UX Designer - UI - Banking

Salesforce Lightning UX Designer - UI - Banking

Posted 6 days ago by Rothstein Recruitment

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Negotiable
Undetermined
Undetermined
London Area, United Kingdom
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Aesthetic Design Agile Methodology Balancing (Ledger/Billing) Banking Clickable Prototypes Constituent Relationship Management Customer Relationship Management (CRM) Software Figma (Design Software) Financial Services Management Organisational Skills Salesforce Salesforce Lightning Service Design Stakeholder Management Task Management Typography Usability Usability Testing User-Centered Design User Experience User Interface User Interface Design UX/UI Research UX Research Visual Design

Summary: The Salesforce Lightning UX Designer will join a leading bank's Customer Lifecycle team, focusing on enhancing user experiences within Salesforce CRM. This role requires collaboration with cross-functional teams to implement UX/UI best practices while balancing out-of-the-box functionality and customization. The designer will advocate for user-centered design, ensuring that solutions meet both user needs and business goals. The position demands expertise in Salesforce UX/UI design, particularly within the banking sector.

Key Responsibilities:

  • Be the subject matter expert for UX and UI design specifically for Salesforce CRM, developing and enhancing digital experiences that are user-friendly, visually engaging, and effective within the Salesforce platform.
  • Work collaboratively with user research, service design colleagues, business analysts, developers, and product owners as part of digital product teams, ensuring that Salesforce solutions are aligned with real user needs and business goals.
  • Plan and facilitate workshops to define and shape requirements, as well as share designs with key stakeholders and in demos.
  • Create and deliver key Salesforce UX/UI deliverables such as user journeys, wireframes, page flows, site architecture, navigation models, interactive prototypes, and visual designs, always mindful of Salesforce Lightning Design System, out-of-the-box configuration, and customisation trade-offs.
  • Advocate for and utilise out-of-the-box Salesforce features and simple configuration enhancements wherever feasible; only considering customisation where there is clear user or business benefit, and analysing the cost vs. benefit of customisation in all design recommendations.
  • Conduct both quantitative and qualitative research, as well as usability testing, to inform Salesforce design decisions and optimise user experiences, while also considering visual hierarchy, accessibility, and clarity in the context of CRM.
  • Ensure a balance between functionality and visual appeal in all Salesforce design outputs, contributing to the development of consistent UI elements and CRM design standards that align with both bank and Salesforce best practices.
  • Develop and maintain a CRM design system for Salesforce (patterns, UI elements, terminology), ensuring all new features and enhancements are scalable, reusable, and consistent.
  • Be an advocate for inclusive research and design practices, ensuring all Salesforce CRM designs comply with accessibility standards and regulatory requirements.

Key Skills:

  • Demonstrable experience delivering end-to-end UX and UI design specifically for Salesforce CRM, including out-of-the-box configuration and customisation.
  • Relevant experience in banking or another regulated industry in UX design, with substantial experience designing within Salesforce CRM environments and understanding platform constraints.
  • Strong knowledge of UX/UI principles, Salesforce Lightning Design System, and platform-specific best practices, with a keen eye for visual design and attention to detail.
  • Ability to collaborate with a wide range of stakeholders on Salesforce UX research, strategy, and UI design, ensuring user-centric and visually compelling outcomes.
  • A user-centric approach, focused on delivering meaningful end user outcomes through both functional and aesthetic design within Salesforce.
  • Expertise in visual design, including a strong understanding of typography, colour, layout, and visual hierarchy - applied to CRM environments.
  • Excellent communication and facilitation skills, able to present complex design concepts to a variety of audiences, including non-technical stakeholders.
  • Ability to build effective working relationships across all levels of the organisation and globally with stakeholders in different markets.
  • A good understanding of success measurement tools and techniques for both UX and UI design in the context of Salesforce CRM.
  • Familiarity with agile working methodologies and experience in agile environments.
  • Ability to work independently and take initiative.
  • Meticulous task management, collaboration, and organisational skills.
  • Salesforce User Experience (UX) Designer Certification.
  • Google UX Design Professional Certificate.
  • Proficient in Figma.

Salary (Rate): undetermined

City: London Area

Country: United Kingdom

Working Arrangements: undetermined

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Other

Detailed Description From Employer:

Salesforce Lightning UX Designer - UI - Banking

Excellent opportunity opens for a Salesforce UX/UI Designer to join a leading Bank's Customer Lifecycle team responsible for Salesforce CRM. The successful candidate will work collaboratively in cross-functional product teams to champion UX and UI design best practices across all phases of the design and development process. You will be the subject matter expert for UX/UI design within our Salesforce CRM environment, bringing a deep understanding of both user-centred design and the constraints and capabilities of Salesforce - especially the balance between out-of-the-box functionality and customisation. You will help teams across the bank understand the value of design, bringing them along the journey to deliver meaningful changes for both colleagues and customers.

Responsibilities:

  • Be the subject matter expert for UX and UI design specifically for Salesforce CRM , developing and enhancing digital experiences that are user-friendly, visually engaging, and effective within the Salesforce platform.
  • Work collaboratively with user research, service design colleagues, business analysts, developers, and product owners as part of digital product teams, ensuring that Salesforce solutions are aligned with real user needs and business goals.
  • Plan and facilitate workshops to define and shape requirements, as well as share designs with key stakeholders and in demos.
  • Create and deliver key Salesforce UX/UI deliverables such as user journeys, wireframes, page flows, site architecture, navigation models, interactive prototypes, and visual designs-always mindful of Salesforce Lightning Design System, out-of-the-box configuration, and customisation trade-offs.
  • Advocate for and utilise out-of-the-box Salesforce features and simple configuration enhancements wherever feasible; only considering customisation where there is clear user or business benefit, and analysing the cost vs. benefit of customisation in all design recommendations.
  • Conduct both quantitative and qualitative research, as well as usability testing, to inform Salesforce design decisions and optimise user experiences, while also considering visual hierarchy, accessibility, and clarity in the context of CRM.
  • Ensure a balance between functionality and visual appeal in all Salesforce design outputs, contributing to the development of consistent UI elements and CRM design standards that align with both bank and Salesforce best practices.
  • Develop and maintain a CRM design system for Salesforce (patterns, UI elements, terminology), ensuring all new features and enhancements are scalable, reusable, and consistent.
  • Be an advocate for inclusive research and design practices, ensuring all Salesforce CRM designs comply with accessibility standards and regulatory requirements.

About You:

  • Demonstrable experience delivering end-to-end UX and UI design specifically for Salesforce CRM, including out-of-the-box configuration and customisation.
  • Relevant experience in banking or another regulated industry in UX design, with substantial experience designing within Salesforce CRM environments and understanding platform constraints.
  • Strong knowledge of UX/UI principles, Salesforce Lightning Design System , and platform-specific best practices, with a keen eye for visual design and attention to detail.
  • Ability to collaborate with a wide range of stakeholders on Salesforce UX research, strategy, and UI design, ensuring user-centric and visually compelling outcomes.
  • A user-centric approach, focused on delivering meaningful end user outcomes through both functional and aesthetic design within Salesforce.
  • Expertise in visual design, including a strong understanding of typography, colour, layout, and visual hierarchy - applied to CRM environments.
  • Excellent communication and facilitation skills, able to present complex design concepts to a variety of audiences, including non-technical stakeholders.
  • Ability to build effective working relationships across all levels of the organisation and globally with stakeholders in different markets.
  • A good understanding of success measurement tools and techniques for both UX and UI design in the context of Salesforce CRM.
  • Familiarity with agile working methodologies and experience in agile environments.
  • Ability to work independently and take initiative.
  • Meticulous task management, collaboration, and organisational skills.
  • Salesforce User Experience (UX) Designer Certification
  • Google UX Design Professional Certificate
  • Proficient in Figma

Interested? Please Apply!

Salesforce Specialist Salesforce SME Salesforce UI/UX Salesforce UI Salesforce UX CRM Design Designer Google UX Figma Bank Banking Financial Services Salesforce Lightning Design System

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