THE STORY THAT
STARTED THE REVOLUTION…
THE STORY THAT
STARTED THE
REVOLUTION…
THE STORY THAT
STARTED THE REVOLUTION…
THE STORY THAT
STARTED THE
REVOLUTION…
THE STORY THAT
STARTED THE REVOLUTION…
At Stax•ai, our mission was clear from the start—to rehumanize vital industries inundated with paperwork and monotonous tasks. We aimed to empower humans with unparalleled productivity and the potential to scale on their own terms. As pioneers in cloud-based workflow automation and intelligent search, we harnessed the power of AI and sought to future-proof outmoded systems.
At Stax•ai, our mission was clear from the start—to rehumanize vital industries inundated with paperwork and monotonous tasks. We aimed to empower humans with unparalleled productivity and the potential to scale on their own terms. As pioneers in cloud-based workflow automation and intelligent search, we harnessed the power of AI and sought to future-proof outmoded systems.
At Stax•ai, our mission was clear from the start—to rehumanize vital industries inundated with paperwork and monotonous tasks. We aimed to empower humans with unparalleled productivity and the potential to scale on their own terms. As pioneers in cloud-based workflow automation and intelligent search, we harnessed the power of AI and sought to future-proof outmoded systems.
At Stax•ai, our mission was clear from the start—to rehumanize vital industries inundated with paperwork and monotonous tasks. We aimed to empower humans with unparalleled productivity and the potential to scale on their own terms. As pioneers in cloud-based workflow automation and intelligent search, we harnessed the power of AI and sought to future-proof outmoded systems.
At Stax•ai, our mission was clear from the start—to rehumanize vital industries inundated with paperwork and monotonous tasks. We aimed to empower humans with unparalleled productivity and the potential to scale on their own terms. As pioneers in cloud-based workflow automation and intelligent search, we harnessed the power of AI and sought to future-proof outmoded systems.
But it was the happiest accident that set our journey in motion; as we encountered the day-to-day challenges and opportunities posed by Pinnacle Plan Design, our earliest adopter and a-ha moment. This unexpected discovery revealed the profound impact our technology could have. With our purpose cemented, we tailored our solutions to the needs of retirement TPAs, giving them the freedom to thrive as they saw fit.
Since then, we’ve delved deeper, cultivating relationships with client-partners in an unrelenting commitment to providing them with all that’s needed to maintain the highest level of client service.
LEADERSHIP TEAM
Join the tpa revolution
Join the tpa revolution
Join the tpa revolution
Join the tpa revolution
Join the tpa revolution
Customer Success Representative
April 20, 2024
We are looking for a customer success manager to join the team, own long term customer relationships and help grow the customer success team. The ideal candidate will have impeccable relational skills and can create win/win environments for all parties that he or she works with. This candidate will be responsible for providing an excellent customer service experience and help customers achieve their desired goals.
Learn More
Accounting Assistant
April 20, 2024
We are seeking a meticulous and analytical Accounting Assistant/Support to join our team. This entry-level role is ideal for individuals passionate about finance and technology, eager to contribute to the automation of trust accounting for retirement plans. While AI handles the majority of tasks, complex cases require the keen insight of our staff members. This is an opportunity for candidates with a knack for mathemati
Learn More
Customer Success Representative
April 20, 2024
We are looking for a customer success manager to join the team, own long term customer relationships and help grow the customer success team. The ideal candidate will have impeccable relational skills and can create win/win environments for all parties that he or she works with. This candidate will be responsible for providing an excellent customer service experience and help customers achieve their desired goals.
Learn More
Accounting Assistant
April 20, 2024
We are seeking a meticulous and analytical Accounting Assistant/Support to join our team. This entry-level role is ideal for individuals passionate about finance and technology, eager to contribute to the automation of trust accounting for retirement plans. While AI handles the majority of tasks, complex cases require the keen insight of our staff members. This is an opportunity for candidates with a knack for mathemati
Learn More
Customer Success Representative
April 20, 2024
We are looking for a customer success manager to join the team, own long term customer relationships and help grow the customer success team. The ideal candidate will have impeccable relational skills and can create win/win environments for all parties that he or she works with. This candidate will be responsible for providing an excellent customer service experience and help customers achieve their desired goals.
Learn More
Accounting Assistant
April 20, 2024
We are seeking a meticulous and analytical Accounting Assistant/Support to join our team. This entry-level role is ideal for individuals passionate about finance and technology, eager to contribute to the automation of trust accounting for retirement plans. While AI handles the majority of tasks, complex cases require the keen insight of our staff members. This is an opportunity for candidates with a knack for mathemati
Learn More
Customer Success Representative
April 20, 2024
We are looking for a customer success manager to join the team, own long term customer relationships and help grow the customer success team. The ideal candidate will have impeccable relational skills and can create win/win environments for all parties that he or she works with. This candidate will be responsible for providing an excellent customer service experience and help customers achieve their desired goals.
Learn More
Accounting Assistant
April 20, 2024
We are seeking a meticulous and analytical Accounting Assistant/Support to join our team. This entry-level role is ideal for individuals passionate about finance and technology, eager to contribute to the automation of trust accounting for retirement plans. While AI handles the majority of tasks, complex cases require the keen insight of our staff members. This is an opportunity for candidates with a knack for mathemati
Learn More
LET'S SECURE THE FUTURE,
ONE DATA POINT AT A TIME
LET'S SECURE
THE FUTURE, ONE DATA POINT AT
A TIME
LET'S SECURE
THE FUTURE, ONE DATA POINT AT
A TIME
Achieving SOC 2 Type II compliance marks a steadfast commitment to robust TPA data protection, mirroring our adherence to strict security standards and emphasizing our proactive stance on ensuring the utmost data safety in a rapidly evolving digital environment.
Achieving SOC 2 Type II compliance marks a steadfast commitment to robust TPA data protection, mirroring our adherence to strict security standards and emphasizing our proactive stance on ensuring the utmost data safety in a rapidly evolving digital environment.
Achieving SOC 2 Type II compliance marks a steadfast commitment to robust TPA data protection, mirroring our adherence to strict security standards and emphasizing our proactive stance on ensuring the utmost data safety in a rapidly evolving digital environment.
Achieving SOC 2 Type II compliance marks a steadfast commitment to robust TPA data protection, mirroring our adherence to strict security standards and emphasizing our proactive stance on ensuring the utmost data safety in a rapidly evolving digital environment.
Achieving SOC 2 Type II compliance marks a steadfast commitment to robust TPA data protection, mirroring our adherence to strict security standards and emphasizing our proactive stance on ensuring the utmost data safety in a rapidly evolving digital environment.
