[Remote] Senior Product Designer, Payments & Embedded Finance

Note: The job is a remote job and is open to candidates in USA. Advanced Tech Placement is seeking a Senior Product Designer specializing in Payments & Embedded Finance. This role involves owning the end-to-end design for the payments experience of a legal B2B platform, focusing on creating a seamless and trustworthy payment process for law firms.

Responsibilities

• Unify fragmented billing, invoicing, payments, and trust-accounting surfaces into one coherent experience
• Create simple mental models for complex financial objects: invoices, payments, retainers, refunds, disputes, payouts, and reconciliation
• Design robust patterns for payment states, error recovery, and edge cases (failed charges, chargebacks, partial payments, multi-currency, tax)
• Reduce time from signup to first successful payment with guided setup, processor connection, templates, checklists, and strong empty states
• Partner with PM/Data to define payment activation metrics and instrument funnels processor connection rate, first invoice sent, first payment received, time-to-paid
• Design plan → act → confirm loops for agents that draft invoices from time entries, send reminders, prepare dispute responses, and reconcile transactions
• Make AI actions understandable and reversible with previews, citations, audit trails, and undo/rollback
• Build clear approval and permission patterns where AI proposes and humans confirm
• Design mobile workflows for on-the-go invoicing, payment capture, expense logging, and approvals, robust to offline/poor connectivity and sync conflicts
• Ensure parity with web where it matters (auditability, traceability) without forcing identical UI
• Design using a token-driven system that compiles to web/iOS/Android
• Improve consistency and speed through component usage, patterns, and governance
• Use lightweight, high-signal methods: heuristic reviews, task-based usability, journey mapping, first-click testing, card/tree testing, surveys, and analytics triangulation
• Ensure accessibility is built-in (WCAG 2.2 AA baseline)
• Write clear decision memos, design briefs, and documentation
• Run design reviews focused on tradeoffs and measurable impact

Skills

• 7–10 years in product design for B2B software (complex workflows, permissions, data-heavy UI)
• Direct experience designing payments, billing, invoicing, or other money-movement UX
• Proven experience leading large UX improvements (platform consolidation, IA redesign, or major product redesign)
• Strong onboarding/activation track record with measurable outcomes
• Experience designing and contributing to a design system (components, tokens, governance)
• Comfortable collaborating deeply with engineering (APIs, constraints, edge cases, instrumentation)
• Solid research craft and ability to turn findings into shipped improvements
• Clear written communication: concise docs, options/risks, recommendations
• Treat AI as part of the design production workflow, not a novelty
• Move from static mockups to system-driven UI generation (tokens/components/patterns → generated UI)
• Use AI tools to accelerate exploration, UI drafting, variants, and spec handoff — while maintaining quality and consistency
• Collaborate with engineering to make design outputs implementation-ready, not just visually polished
• Hands-on experience with Stripe (Connect, Billing, Elements, Checkout) or comparable platforms
• Familiarity with payments concepts: PCI scope, SCA/3DS, ACH, payouts, multi-currency, tax, chargebacks
• LegalTech exposure, especially trust accounting (IOLTA), client billing, retainers, or LEDES
• Fintech experience in invoicing, AR/AP, or subscription billing UX
• Familiarity with ShadCN, atomic design, or design-to-code workflows
• Comfort reading API docs; basic SQL literacy
• Experience with pricing/packaging UX or value fences
• NN/g training/certification (or equivalent)

Company Overview