Role Definition

This role is accountable for improving usability and reducing friction across Tribevest’s customer-facing and back-office products. Success is measured by clearer workflows, reduced support volume, improved task completion, and actionable UX recommendations that translate directly into shipped product changes.

Focus Areas

• Review and improve recently released fund manager and investor portals covering onboarding workflows and investment data (basis, soft commits, final commits, contributions)
• Facilitate alignment with internal stakeholders on required UX adjustments and priorities
• Align customer-facing portals with back-office tools while supporting additional workflows required by account managers
• Analyze support tickets to identify UX-driven failure points and cost drivers
• Optimize usability for a wide investor demographic, from first-time investors to experienced, high-net-worth users
• Collect and interpret usability data using website analytics and tracking tools
• Support international expansion by improving global data entry patterns (addresses, phone numbers) and aligning UX with regional privacy requirements

Key Responsibilities (Measured)

• Audit existing user flows and screens and document concrete UX issues and opportunities
• Translate stakeholder input into clear, prescriptive UX recommendations
• Propose interaction and layout changes that reduce steps, confusion, and support dependency
• Define methods for collecting and analyzing user interaction data
• Partner with Product and Engineering to ensure UX recommendations are feasible and actionable
• Evaluate and recommend UX patterns that support global users and privacy expectations
• Prioritize UX changes based on impact to user success and support cost reduction

30 / 60 / 90 Day Performance Targets

First 30 Days

• Deliver prioritized UX recommendations for customer-facing portals based on consolidated stakeholder input
• Clearly document workflow changes and screen-level adjustments for product owner review

First 60 Days

• Define and document prescriptive methods for collecting website interaction and usability data
• Establish a repeatable process for turning usage data into actionable UX changes

First 90 Days

• Deliver prioritized UX recommendations for back-office applications based on consolidated stakeholder input
• Identify UX changes that directly reduce support tickets or resolution time

Required Background

• UX design experience focused on workflow-heavy web applications
• Proven ability to evaluate usability across diverse user demographics
• Experience producing prescriptive UX guidance rather than purely conceptual designs

Target Industry Experience

• Investment platforms, fintech, or other complex, data-driven web applications
• Experience supporting multi-role or multi-sided platforms preferred

Context: Tribevest

Tribevest is a funded fintech company with multiple completed funding rounds and consistently strong financial performance. The platform supports private equity sponsors and independent capital aggregators managing multi-year Special Purpose Vehicles (SPVs).

Tribevest provides back-office infrastructure for SPV compliance, coordination with legal and financial partners, cap table management, and money movement through integrated banking-as-a-service providers.

The company is entering a phase of accelerated growth and requires operators who take direct ownership of usability outcomes, cost reduction, and product clarity as the platform scales.

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