Core Research

• Plan and execute qualitative and select quantitative research studies with minimal guidance.
• Create research protocols, interview guides, and participant screeners aligned with product goals.
• Independently identify relevant methods (e.g., interviews, usability testing, surveys, journey mapping).
• Contribute to product-level insights that inform design, content, and engineering decisions.
• Identify research opportunities and gaps in coverage within the product space.

Participant Recruitment

• Use internal and external platforms to recruit diverse participants aligned with study goals.
• Collaborate with CSMs or other internal partners to recruit from live customer accounts.
• Develop and reuse recruiting templates or tools to support team scalability.

Research Execution

• Conduct research sessions independently using moderated and unmoderated techniques.
• Analyze raw data and synthesize into clear insights, themes, and frameworks.
• Translate findings into actionable recommendations that shape product strategy and roadmap.

Communication and Collaboration

• Partner with Designers, PMs, and Engineers to define scope, questions, and decision points.
• Share work-in-progress and insights in team reviews or standups.
• Participate in and occasionally facilitate research synthesis workshops or critiques.

Cross-Functional

• Collaborate with CSMs, PMs, or Sales to ensure insights reflect customer realities.
• Present research outcomes to cross-functional stakeholders in clear and actionable formats.
• Guide teams in interpreting research implications and applying them to product planning.

Customer

• Conduct user interviews and usability tests with a focus on surfacing motivation, pain points, and behaviors.
• Capture structured notes, quotes, and recordings to support stakeholder engagement.
• Tailor session goals to reflect evolving business and design needs.

Research Operations and Enablement

• Maintain research documentation and contribute to team repositories and toolkits.
• Build reusable templates or checklists that improve research quality or speed.
• Help non-researchers choose and apply appropriate methods.
• Document studies in knowledge bases and support team-wide enablement efforts.

Team (Interventions, Mentoring, Enablement)

• Share learnings and skills with peers via critiques, onboarding support, or internal workshops.
• Troubleshoot tooling or process issues and share solutions.
• Mentor junior researchers or cross-functional partners conducting research.
• Contribute to improving team bandwidth and research consistency.

Data Hygiene and Documentation

• Maintain clean, well-organized research artifacts that are easily discoverable.
• Upload and tag findings, recordings, and synthesis outputs in team repositories.
• Follow and evolve best practices for research documentation, tracking, and indexing.
• Ensure insights are reusable, clearly sourced, and shareable across product teams.

Communication

• Communicates research plans, decisions, and findings clearly across disciplines.
• Writes research protocols, summaries, and insights with clarity and purpose.
• Seeks and incorporates feedback to improve communication quality.

Formal Presentations

• Presents research findings and strategic implications to cross-functional stakeholders.
• Facilitates discussions and playback sessions that build alignment and clarity.
• Uses visuals, storytelling, and structure to communicate with impact.

Learning Agility and Coaching Others

• Seeks opportunities to deepen domain knowledge and improve research methods.
• Adapts quickly to changes in product, project, or user landscape.
• Supports learning of peers and non-researchers through templates, tips, or guidance.

Results-Driven

• Ensures research efforts support product and UX goals.
• Prioritizes work based on strategic value and timelines.
• Iterates plans and deliverables to align with evolving needs.

Research Acumen

• Applies best practices for usability testing, user interviews, and survey design.
• Synthesizes insights into themes, frameworks, or user models.
• Proactively identifies research opportunities within a product area.

Business Acumen

• Understands the goals, language, and metrics of the business.
• Connects research insights to business outcomes and product KPIs.
• Advocates for user outcomes within business constraints.

Innovation and Adaptability

• Embraces change and adjusts approaches to evolving conditions.
• Experiments with new tools, methods, or formats to improve quality and speed.
• Reflects on outcomes and identifies improvements for future work.

Customer-Centricity

• Champions the user perspective across planning, research, and delivery.
• Ensures accessibility, inclusion, and real user needs shape product thinking.
• Elevates the voice of the customer in decisions.