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SaaS UX Designer (Dashboard + Workflow Product for Finance Automation)
UpworkUSNot specifiedintermediate
SaaSUser Experience DesignResponsive DesignUX & UI
Overview:
We are building a modern SaaS platform that helps small and mid-sized businesses (20–200 employees) manage finance workflows without needing a full ERP system.
The product focuses on:
Invoice and payment matching
Bill processing (AP)
Invoice tracking (AR)
Exception handling (duplicates, unmatched items)
A centralized “Work Queue” for finance teams
This is a workflow-heavy product, not a marketing website or simple mobile app.
We are looking for a UX-first SaaS designer who can think through flows, not just make screens look pretty.
What You’ll Be Designing:
Dashboard (summary + usage + alerts)
Work Queue (core product experience)
Payment matching flow (multi-match, partial, unmatched)\
Bills (AP) processing screens
Invoices (AR) tracking screens
Alerts and exception handling flows
Onboarding experience (very important)
We already have:
Defined product flows
Clickable prototype (HTML)
Clear use cases and user roles
You will help translate this into:
Clean, intuitive, production-ready UX (Figma)
Target Users:
Bookkeepers
Accountants
Finance Managers
Important:
These users are not technical, so UX must feel:
Extremely simple
Low cognitive load
“Obvious” to use
Think:
A bored accountant should enjoy using this”
What We’re Looking For (Must-Have):
Experience designing SaaS dashboards or internal tools
Strong understanding of tables, filters, workflows, and states
Ability to simplify complex flows
Experience with Figma (components, design systems)
Ability to think through edge cases and user states
Nice to Have:
Experience in fintech / accounting / ERP-like tools
Experience with tools like Stripe, Ramp, Brex, QuickBooks-style UX
Experience designing multi-user or role-based systems
NOT a Fit If:
Your portfolio is mostly landing pages or marketing sites
You focus only on visual design without UX thinking
You haven’t worked on data-heavy or workflow-heavy products
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