Design Research & Strategy Lead

The Company You'll Join

Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow.
Our mission is to unlock the power of equity ownership for more people in more places.


Carta is trusted by more than 40,000 companies and over two million people in nearly 160 countries to manage cap tables, compensation, and valuations.
Carta also supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under administration.
Carta's tender offer solutions have returned $14B to shareholders in secondary transactions.
Today, Carta's platform manages nearly three trillion dollars in equity globally.


For more information about our offices and culture, check out our Carta careers page.


The Problems You'll Solve

At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places.
We believe that the problems we solve today unlock the opportunities of tomorrow.


Carta is in search of a Design Research & Strategy Lead who is radically inspired by people, gathers great insights, and can work alongside an exceptional design team creating and shipping innovative digital product experiences across the company.
This person is passionate about leading projects, skilled at uncovering human-centered insights, and experienced at translating these insights into opportunities for design and product innovation.
Our ideal candidate is savvy, curious, enjoys working cross-functionally, and can effectively communicate and story tell insights to leadership.
This person must be a self-starter who can work through ambiguity to lead projects from start to finish.
We are looking for someone who can inspire fellow designers and stakeholders, and lead with both user empathy and conviction.


As a Design Research & Strategy Lead, you will play a crucial role throughout the product lifecycle - using research to inspire our design teams, inform rich prototypes, and champion the needs of our Carta users.
You'll uncover insights across many unique customer and user archetypes including: company founders, CFOs, investors, employees vesting equity, law firms, tax experts, and our Carta service and delivery colleagues.


Additionally you will:
Lead and own research for diverse product teams through the entire project journey focusing on, but not limited to, how companies, investors, and employees interact, leverage, and use our platform Design, scope, and run user research including research planning, participant recruiting, data analysis, synthesis, and storytelling Utilize strengths in both qualitative and quantitative research methods including usability testing, prototype testing, field studies, data analysis, and survey design Gather rich data, synthesize, and generate insights and opportunities to create more intuitive, useful and usable experiences to generate user advocacy Creatively articulate insights and stories with excellent visualization and communication skills to promote empathy and inspiration Make research findings relevant and impactful for product and design through crafted insights, decks, stories, videos, and testimonials Influence the product strategy and roadmap to ensure we are building with human-centered needs in mind Build and implement new or innovative user research processes and methods to meet Carta's product delivery goals across desktop, mobile, and offline interactions Define and influence how research and strategy fits into the Product Development Life Cycle Mentor other designers, strategists, and product partners on how to effectively carry out research and gain crucial insights through coaching and technical training.
Contribute to building a strong human centered design culture About You

We are looking for a strong Design Researcher and Strategist to influence and evolve our existing Carta products, explore new product opportunities, and advocate what's best for our users.
This person can drive strategy, ideation, prioritization, problem solving, and product delivery.
If you are passionate about building intuitive solutions to complex problems that provide direct value to users, we would love to talk with you.
In our search, we're prioritizing:
8+ years of qualitative research experience Experience drawing from a variety of research methods - interviews, observations, diary studies, prototyping, surveys, user testing, and experiments - at different stages in the design process to inspire early design work, inform the initial opportunity, collect formative feedback to support iteration, and validate a go-to-market solution.
Proven ability to use human-centered insight to answer questions of different apertures: from business/product strategy to feature usability Familiarity with quantitative research methods and data analysis Exceptional communication and storytelling skills that allow you to turn insights, strategy, and early design solutions into artifacts that collaborators will savor (journey maps, vision pieces, manifestos, concept illustrations, design principles).
Ability to work flexibly, yet efficiently - exercising a balance between research rigor and design scrappiness.
High comfort level with ambiguity; openness to critique from other disciplines and curiosity to learn from a spectrum of perspectives.
A strong portfolio of case studies that demonstrates unfailing advocacy for the user highlighting research plans, reports, and artifacts Passion for mentoring teams and teaching others about research Strong system thinker who enjoys diving deep into complexity Nice-to-haves: experience working in finance, enterprise technology, service design and/or the venture capital space Salary

Carta's compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans.
Our minimum cash compensation (salary + commission if applicable) range for this role is:

$180,000 - $213,000 in [Seattle, WA]
$191,250 - $225,000 in [San Francisco, CA; Santa Clara, CA; New York, NY]

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.


We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate.
If accommodations due to a disability or medical condition are needed, please connect with the recruiter via email.
As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values.
Check out our careers page to get to know us better as you think about your next step at Carta.

Important Security Notice for Candidates

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Awards and Acknowledgements

Companies and funds like Tribe and Pipe build their businesses on Carta.
The company has been included on the Forbes World's Best Cloud Companies, Fast Company's Most Innovative list, and Inc.'s Fastest-Growing Private Companies.
We've also been recognized as a 2023 Built In Best Place to Work in the U.S., a Muse VIBE Award winner in the Vacation and Time Off category and certified as a Great Place to Work.


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