Charter
We approach design with an open mind, thinking critically to understand the entirety of the problems we’re solving and who we’re solving them for. This provides us with a solid foundation to collaborate and form decisive perspectives—creating high-quality and thoughtful end results we’re proud to show off.
We foster a supporting, empathetic environment. We are positive, open, and honest, always leading with trust. We understand that in order to be successful at work, work needs to be supportive of your home.
We don’t have to worry about egos. We ask questions in order to gain clarity and confidence. We acknowledge our failures in order to grow. We share the things we’ve learned.
We understand that personal and product growth is a life-long cycle. We are responsible for taking action at both large and small scales.
Core Skills
A variety of core skills make up a product designer. No individual is a master in all of them. Together as a team, we balance each other. Depending on an individual’s role, they will have more competency in a wider variety of these skill sets.
- User research
- Sketching
- Visual design
- Prototyping
- Development
- Writing
- Information architecture
- Interaction design
- Strategy
Design Org Chart

Roles
These role descriptions define expectations for our team, and outline growth opportunities for individuals to advance in their career. No one is a cookie cutter. These serve as guidelines.
Product Designer
A strong critical thinker who is responsible for assisting with specific product features.
| Scope of work | Solve specific function level problems |
| Shifts around areas of a platform or user group | |
| Assigned feature work by leadership | |
| May assist on larger scale projects | |
| Achievements | Solid portfolio showing a breath of thoughtful design solutions |
| A couple years of professional experience | |
| People | Part of a team |
| Process | Works within a process established by leadership |
| Meetings | May attend meetings |
| Core skills | Strong in one, capable in two others |
| Soft skills | Professional |
Product Designer, Advanced
A strong critical thinker who is responsible for delivering specific product features from start to finish.
| Scope of work | Given specific product capabilities of varying scale that need to be solved |
| Responsible for delivering work from start to finish | |
| Recommends product improvements (both small and larger scale) | |
| Researches and validates customer experiences | |
| Achievements | Experience working with a team that has shipped products |
| People | Collaborates with cross-functional peers |
| Process | Works within a process established by leadership |
| Meetings | Contributes to meetings |
| Core Skills | Strong in two, capable in two others |
| Quickly grasps technical concepts | |
| Self-management | Manages multiple projects at one time |
| Asks the right questions to move things forward | |
| Soft Skills | Strong communication and presentation skills |
Product Designer, Senior (Leader of Self)
Shifts from delivering specific features to being responsible for a product area.
| Scope of work | Remains committed to a single product area |
| Leads a solution for an undefined problem space | |
| Achievements | Solid understanding of the user group they are designing for |
| Understands the product’s history and the financial space in order to make decisions and give direction | |
| People | Leads other designers working within the same user group |
| Process | Sees areas of improvement and helps accomplish change |
| Familiar with a range of approaches to solve problems effectively | |
| Meetings | Drives meetings |
| Core Skills | Expert in one, strong in two, capable in two others |
| Knowledgeable in best practices for the platforms they are designing for (iOS, Android, and/or web) | |
| Professional and thorough delivery of final design output | |
| Self-management | Asks the right questions to move things forward |
| Prioritizes their own efforts | |
| Sees work that needs to be done and knows how to accomplish it | |
| Balances quality and delivery | |
| Soft Skills | Strong facilitation and listening skills |
| Self aware | |
| Leadership | Works in tandem with another designer and designate work |
| Assists with hiring and mentoring | |
| Understands how their work contributes to business success |
Product Designer, Senior (Leader of Others)
Shift from delivering specific features to having a positive impact the organization by being responsible for both design output and team leadership within a specific product area.
| Scope of work | Remains committed to a single product area |
| Leads a solution for an undefined problem space | |
| Splits time between design output and team leadership | |
| Achievements | Solid understanding of the user group they are designing for |
| Understands the product’s history and the financial space in order to make decisions and give direction | |
| People | Leads other designers working within the same user group |
| 1:1s with designers working within the same user group | |
| Process | Sees areas of improvement and helps accomplish change |
| Familiar with a range of approaches to solve problems effectively | |
| Meetings | Drives meetings |
| Core Skills | Expert in one, strong in two, capable in two others |
| Knowledgeable in best practices for the platforms they are designing for (iOS, Android, and/or web) | |
| Professional and thorough delivery of final design output | |
| Self-management | Asks the right questions to move things forward |
| Prioritizes their own efforts | |
| Sees work that needs to be done and knows how to accomplish it | |
| Balances quality and delivery | |
| Soft Skills | Strong facilitation and listening skills |
| Self aware | |
| Confidence | |
| Leadership | Assigns work across their team and keeps it on track |
| Provides timely feedback and direction | |
| Understands all ongoing projects for their product | |
| Keeps the Product Design Manager in the know | |
| Provides project estimates and helps represent design on our roadmap | |
| Helps plan and oversee internal design projects | |
| Assists with hiring, mentoring, and onboarding | |
| Understands how their work contributes to business success |
Product Design, Supervisor
Contributes to the overall health of the design team, and serves as a product expert to the larger organization. They split their time between design output and team leadership.
| Scope of Work | Remains committed to a single product area |
| Leads a solution for an undefined problem space | |
| Splits time between design output and team leadership | |
| Achievements | Past leadership experience |
| People | Responsible for direct reports |
| 1:1s | |
| Process | Establishes process |
| Meetings | Drives meetings |
| Core Skills | Expert in one, strong in two, capable in two others |
| Self-Management | Refinement of existing skills |
| Soft Skills | Refinement of existing skills |
| Leadership | Represents a product area to the organization |
| Assists Product Design Manager with leadership tasks |
Product Design Manager
Responsible for the overall health of the design team. They depend on team leads to know their team is functioning well day to day. This allows them to be the liaison between the team and the rest of the organization. They split their time between design output, team leadership, and operations.
| Scope of Work | Remains committed to their product area |
| Split time between design output and team operations | |
| Achievements | Experience framing and solving hard problems |
| Past leadership experience | |
| People | Responsible for direct reports |
| 1:1s - a mixture of biweekly and skip-a-level | |
| Nurture team members and help them grow | |
| Process | Establishes process |
| Meetings | Drives meetings |
| Core Skills | Expert in one, strong in two, capable in two others |
| Self-Management | Refinement of existing skills |
| Soft Skills | Refinement of existing skills |
| Leadership | Ensures team leads are supported |
| Responsible for larger operations that affect the entire design team and how it relates to the larger organization | |
| Ensures leads have work assigned appropriately | |
| Communicates with the organization at large about project planning | |
| Leads hiring and onboarding | |
| Responsible for budget | |
| Has a good gauge on the team as a whole, and ensures they are set up for success |
Creative Director
Owns creative matters by setting a vision and standards for the team. The are held accountable by the organization to ensure we deliver quality products.
| Scope of Work | Responsible for the entire user experience |
| Ensures a consistent UX across products | |
| Included in high-level, initial strategy to evaluate feature ideas | |
| Leads tooling | |
| Addressed customer issues | |
| Achievements | Experience framing and solving hard problems |
| Driven innovation efforts | |
| People | Provides creative direction and approval and is the source of escalation |
| Go-to for the rest of the organization for creative matters | |
| Assists with hiring | |
| Process | Establishes process |
| Meetings | Stakeholder |
| Core Skills | Expert in one, strong in two, capable in two others |
| Self-Management | Asks the right questions to move things forward |
| Prioritizes their own efforts | |
| Self aware | |
| Balances quality and delivery | |
| Soft Skills | Refinement of existing skills |
| Leadership | Able to create a plan and designate responsibility to accomplish goals |
| Represents the creative vision to the organization | |
| Develops a knowledge center to educate designers |
Product and Design, Senior Manager
Responsible for creating a vision for the company and aligning the organization toward that vision.
| Scope of Work | Operational |
| Achievements | Experience framing and solving hard problems |
| People | Provides creative direction and approval and is the source of escalation |
| 1:1s with Creative Director and Product Design Manager | |
| Processes | Establishes process |
| Meetings | Stakeholder |
| Core Skills | Skilled practitioner |
| Self-Management | Refinement of existing skills |
| Soft Skills | Refinement of existing skills |
| Leadership | Sets the bar for quality |
| Demonstrates team culture through their actions | |
| Turns vision into action by inspiring people to charge forward |