Senior UX Researcher, PFM

Posted 20 Days Ago
5 Locations
Remote
130K-170K Annually
Senior level
Financial Services
The Role
The Senior UX Researcher will conduct qualitative and quantitative research to understand users' financial systems and behaviors. This role involves collaborating with cross-functional teams, synthesizing research findings, and promoting a culture of research within the company. The researcher will manage projects, moderate interviews, and provide actionable insights to improve Rocket Money’s financial services.
Summary Generated by Built In

ABOUT ROCKET MONEY 🔮

Rocket Money’s mission is to empower people to live their best financial lives. Rocket Money offers members a unique understanding of their finances and a suite of valuable services that save them time and money – ultimately giving them a leg up on their financial journey.

ABOUT THE ROLE 🤹‍♀️

We are looking for a Senior UX Researcher focused on our Personal Financial Management (PFM) group to join us in building Rocket Money! This role requires a strong research skillset, a focus on collaboration, and above all, customer-obsession. You will be responsible for conducting in-house qualitative and quantitative research to help a diverse set of cross-functional stakeholders better understand the “why” behind people’s financial systems and behaviors. This role will champion the user perspective on some of our highest visibility features including budgets, spending/transaction insights, credit score monitoring, and net worth.

The Rocket Money research team is small, but mighty, so we’re looking for someone excited to roll-up their sleeves and jump right in. If you love using insights to tell compelling business stories and are energized by Rocket Money’s mission of meaningfully improving the financial lives of millions of people, this is an excellent opportunity!

Specifically, you will: 

  • Work closely with cross-functional stakeholders such as product managers, designers, data analysts, and engineers to identify and prioritize key research questions
  • Design and execute end-to-end primary research on questions relating to our core personal financial management features
  • Utilize a wide variety of both qualitative and quantitative methods (e.g., surveys, user interviews, usability testing, co-creation etc.)
  • Synthesize research findings into actionable recommendations and deliver them to various audiences across the company
  • Develop a deep understanding of Rocket Money’s business model, market, product, and users
  • Evangelize a culture of research within the company

ABOUT YOU 🦄 

  • 7+ years of client or vendor-side research experience
  • Experience with all phases of the research process including scoping, designing, recruiting, fielding, analysis, and iteration
  • Ability to manage research projects end-to-end with limited oversight
  • Comfortable moderating qualitative research conversations (e.g. individual interviews, concept and usability tests)
  • Comfortable writing, programming, fielding, and analyzing online surveys through hosting sites such as Qualtrics or SurveyMonkey
  • Experience with remote testing tools (e.g. UserTesting, Maze)
  • Strong communication skills with the ability to formulate specific, answerable, and practical questions
  • Excellent interpersonal skills with desire to be a strategic partner in business decisions
  • Openness to experimenting new tools, methodologies, or ways of working that could make us more effective and efficient
  • A positive, team player mentality

WE OFFER 💫

  • Health, Dental & Vision Plans
  • Competitive Pay
  • 401k Matching
  • Unlimited PTO
  • Lunch daily (in-office only)
  • Snacks & Coffee (in-office only)
  • Commuter benefits (in-office only)

Additional information: Salary range of $130,000 - $170,000/year + bonus + benefits. Base pay offered may vary depending on job-related knowledge, skill, and experience.

Rocket Money, Inc. is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Top Skills

Qualtrics
Surveymonkey
The Company
HQ: Silver Spring, MD
221 Employees
On-site Workplace

What We Do

Rocket Money (formerly known as Truebill) is a leading personal finance app with a mission to empower people to live their best financial lives. We offer our 3.4 million members a unique understanding of their finances and a suite of valuable services that save both time and money -- ultimately giving them a leg up on their finanical journey. Members can manage their subscriptions, lower their bills, build budgets and automatically set aside money to reach their savings goals. We've saved our members $245 million and counting.

In late 2021, we were acquired by Rocket Companies (NYSE: RKT) for $1.275 billion with the goal of creating a centralized destination for consumers to manage their entire financial lives. As paying premium members more than doubled year-over-year in July 2022, we announced our new name, Rocket Money.

At Rocket Money, we believe we can do our best work operating as a team. We are committed to using our experience at work to support our own and each other's personal growth journeys. If you are someone who enjoys solving hard problems, likes collaborating and is passionate about our mission; let's talk. We hire from all industries and look for a diverse set of experiences in our talent. To see our open roles go to www.rocketmoney.com/careers.

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