Marketing

Staff Service Designer / Contract / Hybrid / Mountain View & San Diego

Motion Recruitment Partners, LLCSan Diego, CA🇺🇸United StatesPosted Sep 17, 2026

Why This Role Stands Out

This hybrid role offers a fantastic opportunity to drive impactful customer experience initiatives within a leading financial tax software company, where you'll leverage data to optimize products and gain high visibility with leadership. You'll thrive here if you're a seasoned Service Designer with a passion for cross-functional collaboration and a knack for translating complex data into compelling narratives that enhance financial services for customers. Apply now to shape the future of customer journeys in a dynamic and rewarding environment.

Quick Overview

Seniority

Mid Senior

Work mode

Hybrid

Location

San Diego, CA, United States

Posted

3 weeks ago

Job Description

Our client, a leader in financial tax software, is looking to hire a Service Designer. This is a hybrid role, onsite 3x per week, that is open to candidates local to San Diego, CA or Mountain View, CA.
*This job is a 6-month W2 contract role with benefits & paid holidays!*
As a Service Designer, you will own critical Customer Experience initiatives with high visibility to leadership, seeking to achieve conversion, quality, and efficiency for financial services products.
What You'll Be Doing

Own the scoping, partner identification, deliverables, timelines, and delivery of service design projects in collaboration with stakeholders across product, design, research, and operations
Design surveys, reviews, and leverage conversion dashboards to gather and visualize customer feedback, identifying dependencies and gaps in service offerings
Leverage data to drive product development initiatives, advocating for the customer experience
Lead initiatives that optimize pricing, cross-sells, and upsells to ensure customers financial needs align to product and value

Required Skill & Qualifications

8+ years in Service Design, Customer Experience Strategy, or Product Management
Experience leveraging data insights from Tableau and/or other data visualization tools
Experience presenting insights to senior leadership, distilling complex data to a simple storyline
Prior experience working in a highly matrixed environment, working cross-functionally

Desired Skills & Experience

Bachelor's Degree in Service Design, Human Computer Interaction, or related field
Prior experience in SaaS, FinTech, or Tech industries highly preferred!