CRM Design Lead

Senior UI / UX Designer

About the Role

We are seeking a Senior UI / UX Designer who combines expert CRM domain knowledge with strong UX research and design capabilities.

You will lead the design of our next-generation AI First CRM and workflow automation platform, shaping how users visualize, manage, and automate business processes.

This role is ideal for a designer who understands both enterprise product experience and user empathy — crafting data-driven, intuitive, and visually elegant interfaces.

Key Responsibilities

Lead the end-to-end design process for CRM and workflow modules — from user research to final UI delivery.

Conduct UX research, user interviews, journey mapping, and usability testing to deeply understand user needs and pain points.

Translate business workflows and CRM logic into intuitive, efficient, and modern UI / UX flows.

Define and evolve the design system, ensuring visual consistency across all modules.

Design data-intensive dashboards, automation builders, and AI-driven insights with clarity and simplicity.

Collaborate with product, backend, and AI teams to ensure design feasibility and alignment.

Champion a user-centered design culture within the organization.

Stay ahead of design trends in CRM, low-code, and AI-assisted user experiences.

Familiarity with ReactJS Front end technology to ensure design feasibility.

Technical & Design Expertise

Design & UX Research

Expertise in user research, personas, journey mapping, and usability testing.

Strong understanding of information architecture, interaction design, and accessibility principles.

Proficient in Figma with experience building scalable design systems.

Capable of producing clickable prototypes, conducting user validation sessions, and iterating rapidly.

Understanding of data visualization, workflow modeling, and contextual user interfaces.

CRM Domain Expertise

Deep understanding of CRM user journeys, including :

Lead & Contact Management

Deal & Opportunity Pipelines

Activities, Notes, and Follow-ups

Workflow Automations

Reports & Analytics

Role-based Dashboards & Permissions

Prior experience designing CRM or ERP systems.

Knowledge of sales processes, marketing funnels, and service modules from a UX perspective.

Ability to simplify complex B2B workflows into frictionless user experiences.

Soft Skills

Strong analytical and storytelling skills — able to translate research into actionable design insights.

Excellent communication — comfortable engaging with CXOs, PMs, and developers.

Strategic thinking : design with a focus on user goals and business outcomes.

Collaborative mindset — mentors juniors and contributes to organizational design culture.

Experience

6–8 years in UI / UX design for complex SaaS, CRM, or enterprise applications.

Proven experience conducting end-to-end UX research and usability testing.

Strong portfolio demonstrating CRM or automation platform design.

Tools & Environment

Figma and UX research tools (Maze, Lookback, Optimal Workshop)

Familiarity with ticketing tools and front-end ReactJS technology for design feasibility.

Location

Coimbatore / Bangalore