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Client Success Specialist (TPA Expert for AI Software)

Stax.ai

(Scottsdale AZ)

About Us

At Stax.ai, we’re revolutionizing the retirement plan industry with cutting-edge automation and tools tailored for TPAs. Our mission is to simplify complex workflows, boost productivity, and help TPAs deliver exceptional service to their clients. We’re looking for a dynamic and knowledgeable individual with TPA experience to join our Client Success team and ensure our customers make the most of our platform.

Role Overview

As a Client Success Specialist, you’ll play a vital role in supporting our customers (who are TPAs), ensuring their success with the Stax.ai platform. This role bridges customer support, administrative assistance, and product development, leveraging your industry knowledge to maximize customer satisfaction and influence the evolution of our product.

Key Responsibilities

• Customer Support: Provide expert assistance to TPAs in configuring and using the Stax.ai platform for retirement plan administration.
• Administrative Assistance: Support customers with administrative tasks, including system setup, customization, and troubleshooting.
• Product Development Collaboration: Work closely with the product team to provide feedback, build, and test new features tailored to TPA needs.
• Training & Onboarding: Help onboard new customers, delivering tailored training sessions to familiarize them with our platform.
• Customer Advocacy: Act as the voice of the customer, ensuring their feedback and pain points are communicated internally to improve the product.
• Documentation: Create and maintain detailed guides, FAQs, and other resources to help customers get the most out of the Stax.ai platform.

Qualifications

• TPA Experience: 5+ years working in a TPA or closely with TPAs in a role involving plan administration or compliance.
• Customer Success Skills: Strong interpersonal and communication skills with a passion for helping others succeed.
• Technical Proficiency: Familiarity with retirement plan systems, client portals, and administrative tools. Experience with Relius, FTWilliam, ASC or similar platforms is a plus.
• Problem Solving: Ability to think critically and solve complex customer issues with efficiency.
• Team Collaboration: Experience working cross-functionally with teams such as product, engineering, and sales.
• Detail-Oriented: Strong organizational skills with a keen eye for detail.

Why Join Us?

• Be part of an innovative company at the forefront of transforming the TPA industry.
• Collaborate with a passionate team dedicated to customer success and product excellence.
• Enjoy opportunities for growth and professional development in a supportive environment.
• Competitive compensation and benefits.

If you’re passionate about helping TPAs succeed and want to join a fast-growing company making waves in the retirement plan industry, we’d love to hear from you!

Let’s make retirement plan administration smarter, simpler, and more efficient—together.

How to Apply

Our hiring process starts with a virtual interview to help us learn a little bit about you, your passions, and why you'd be a great fit for the role. It only takes around 15 minutes, and you need a computer with a mic and webcam for this. Please click on the link to get started.

Apply Now

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