Staff Product Designer, Data Intelligence Platform

Ridgeline•Reno, NY

1d•Hybrid

About The Position

We are seeking a Product Designer to join our innovative team, focusing on designing complex data-rich workflows for investment firms. The role involves simplifying technical reporting and analytics systems into intuitive user experiences and shaping how AI, automation, and intelligent workflows transform modern investment reporting platforms. You will modernize client reporting, reporting infrastructure, and data intelligence workflows, partnering with product managers, engineers, and customers to design powerful, scalable, and intuitive reporting experiences. Responsibilities include working across workflows such as report discovery, generation, scheduling, permissions, dashboards, AI-assisted reporting, and client-facing outputs, while defining the future of intelligent reporting systems. You will leverage modern AI tools like Claude, Cursor, and Claude Code to accelerate design processes. Ridgeline fosters a culture where employees act like owners, choose growth, communicate with transparency, assume positive intent, bias toward action, and bring solutions. Work authorization in the United States without employer sponsorship is required.

Requirements

6+ years of experience designing and shipping successful digital product experiences
Strong interaction design, systems thinking, visual design, and prototyping skills
Experience designing complex workflows, data-intensive applications, or enterprise software platforms
Active AI-native workflow experience using tools like Claude, Cursor, or Claude Code as part of daily product and design practice
Ability to simplify technically complex systems into intuitive user experiences
Experience collaborating closely with engineering teams to deliver thoughtful, scalable solutions
Strong storytelling, communication, and presentation skills
Ability to mentor and coach other designers while raising quality across a broader organization
Experience gathering customer insights and translating findings into actionable product improvements
Ability to manage ambiguity, prioritize effectively, and drive clarity across cross-functional teams
Strong problem-solving skills and a high level of product ownership
Willingness to learn about cutting-edge technologies while cultivating expertise in investment management workflows and reporting systems
Ability to communicate effectively with colleagues at all levels
A shareable portfolio (attachment or online)

Nice To Haves

Experience in financial services, investment management, reporting platforms, or analytics products
Experience conducting user research and usability testing
Proficiency with modern front-end technologies including React, JavaScript/TypeScript, and CSS
Experience contributing to design systems and design-to-code workflows
Experience designing AI-native product experiences including agentic behavior, transparency patterns, confidence cues, and user controls
Experience designing reporting, dashboarding, or document-generation workflows

Responsibilities

Reimagine client reporting workflows across dashboards, report discovery, embedded PDFs, exports, and reporting home experiences
Design intuitive workflows for configuring, generating, scheduling, monitoring, and troubleshooting complex reporting operations
Define scalable experiences for template management, conditional content, disclaimers, reusable report structures, and advanced configuration workflows
Build intelligent reporting surfaces that incorporate AI-assisted guidance, personalization, search, and configurable reporting experiences
Create transparent access and sharing experiences for reports, batches, permissions, and administrative controls
Prototype and iterate quickly using tools like Claude, Cursor, and Claude Code to explore workflows, edge cases, and interaction patterns
Translate concepts into polished, production-ready experiences in Figma with strong systems thinking and visual craft
Collaborate closely with engineering to ensure designs are feasible, scalable, and thoughtfully implemented
Contribute to Ridgeline’s design systems, interaction patterns, prompt libraries, and AI design practices
Conduct customer conversations, lightweight research, and usability testing to rapidly validate ideas and improve workflows
Mentor designers through feedback, collaboration, and thoughtful design critique
Think creatively, own problems, seek solutions, and communicate clearly along the way
Contribute to a collaborative environment deeply rooted in learning, teaching, and transparency