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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in conducting and synthesizing qualitative and quantitative research to inform product development and curriculum improvements. Capable of managing research logistics, collaborating with cross-functional teams, and translating user insights into actionable strategies.
Highest-signal resume keywords
Research MethodologiesData SynthesisUser Experience TestingResearch OperationsFinancial Services Research
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Qualitative ResearchQuantitative ResearchUsability TestingData AnalysisResearch Synthesis
Soft Skills
CollaborationCommunicationOwnership Mindset
Tools & Technologies
Survey PlatformsResearch RepositoriesUser Recruitment NetworksTranscription ToolsAI Tools
Industry Keywords
Financial ServicesUser ResearchCurriculum DevelopmentProduct ResearchStartup Experience
About the role
Key responsibilities & impact- Build and maintain a pipeline of subject matter expert advisors
- Plan, conduct, and synthesize research studies, including landscape scans and usability tests
- Support early-stage exploration of new product areas, industries, and user pain points
- Run usability testing on product features before release and identify user-experience improvements
- Gather curriculum input from subject matter experts and identify ways to tailor or improve courses
- Monitor released features and curriculum using quantitative user data, surveys, user interviews, and session replays
- Feed research insights back to product and curriculum teams
- Design product research processes and identify automation or process changes to improve efficiency
- Source and screen subject matter expert advisors
- Organize research files and findings and manage research logistics, including scheduling and compensation
- Help stakeholders address research insights and build and user-test prototypes
- Maintain advisor relationships and coordinate communication with Pathstream stakeholders
- Serve as a voice of the customer for teams building and testing new user experiences
- Collaborate with Product, Design, Learning Experience Design, and go-to-market teams
Requirements
What you’ll need- 3+ years experience in research, data, insights roles such as consulting, venture or impact investing, user research, or similar work involving a portfolio of varied responsibilities
- Comfortable working from limited information and familiar with qualitative and quantitative research methods
- Experience operating in a startup or on a small team
- Ownership mindset and ability to run with loosely defined or co-created project requirements
- Experience synthesizing research into actionable insights
- Ability to effectively translate what users say or what data shows to internal teams making decisions
- Experience with ideating and implementing research operations
- Familiarity with research repositories, survey platforms, user recruitment networks, transcription and tagging tools
- Existing knowledge or experience researching the financial services industry, frontline workers, or both (bonus)
- Experience using latest AI tools relevant to product research and design (bonus)
Benefits
Comp & perks- Transparent and social culture, challenging work, fast learning cycles, practical training, and meaningful feedback
- Strong sense of ownership and strategic work that impacts our product, users, colleagues, business, and world
- Comprehensive benefits package
- Optional supplemental life insurance
- 100% employer-paid medical, dental, and vision insurance coverage for you and 50% for your partner/spouse and dependents
- Flexible spending account (health)
- Employee Assistance Program (mental health, financial health, legal support, and more)
- Free access to wellbeing apps like Ginger and Headspace
- Flexible paid time off and 13 paid holidays
- Generous paid parental leave
- Short and long-term disability insurance (100% company paid)
- Annual professional development budget
- Company-provided laptop
- Remote-first culture
- Life insurance (100% company paid)
- 401(k)
- Discounted pet insurance