Albert Cox
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Albert Cox Email & Phone Number

Sr. Director, Client Success and Services at PlanSource | Vista Equity Partners Portfolio Company at PlanSource
Location: Parrish, Florida, United States 13 work roles 4 schools
1 work email found @plansource.com 3 phones found area 407 and 800 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email a****@plansource.com
Direct phone (407) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Sr. Director, Client Success and Services at PlanSource | Vista Equity Partners Portfolio Company
Location
Parrish, Florida, United States
Company size

Who is Albert Cox? Overview

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Quick answer

Albert Cox is listed as Sr. Director, Client Success and Services at PlanSource | Vista Equity Partners Portfolio Company at PlanSource, a company with 201 employees, based in Parrish, Florida, United States. AeroLeads shows a work email signal at plansource.com, phone signal with area code 407, 800, and a matched LinkedIn profile for Albert Cox.

Albert Cox previously worked as Senior Director, Client Success & Benefit Services at Plansource and Director, Client Success at Plansource. Albert Cox holds Bachelor'S Degree, Marketing from University Of Central Florida.

Company email context

Email format at PlanSource

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{first}.{last}@plansource.com
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AeroLeads found 1 current-domain work email signal for Albert Cox. Compare company email patterns before reaching out.

Profile bio

About Albert Cox

Dynamic and results-driven Senior Director with over a decade of experience in customer success, benefits administration, and HR technology. Proven track record in exceeding client retention and growth targets, implementing strategic customer success initiatives, and enhancing operational efficiencies. Adept at managing cross-functional teams, developing scalable service strategies, and leveraging customer feedback to drive product improvements. Skilled in project management, process optimization, and relationship building with executive-level decision-makers. Committed to delivering high-quality services and fostering long-term client partnerships.

Listed skills include Time Management, Analysis, Microsoft Office, Customer Service, and 27 others.

Current workplace

Albert Cox's current company

Company context helps verify the profile and gives searchers a useful next step.

PlanSource
Plansource
Sr. Director, Client Success and Services at PlanSource | Vista Equity Partners Portfolio Company
Orlando, FL
Website
Employees
201
AeroLeads page
13 roles

Albert Cox work experience

A career timeline built from the work history available for this profile.

Senior Director, Client Success & Benefit Services

Current

Orlando, Florida, US

  • Led and mentored a team of Managers supporting benefits administration technology and additional services such as COBRA, ACA, Dependent Verification, Eligibility Outsourcing.
  • Developed and implemented client success strategies to enhance client satisfaction and retention.
  • Collaborated with senior leadership to align client success initiatives with company goals.
  • Oversaw the client lifecycle, ensuring proactive engagement and support.
  • Built and maintained strong relationships with key stakeholders in client organizations.
  • Established and monitored performance metrics to track client success and team effectiveness.
Mar 2023 - Present

Director, Client Success

Orlando, Florida, US

  • Exceeded targets for client retention and growth in both software and service
  • Implemented client health monitoring strategies and heal desk activities
  • Designed and executed customer success playbooks based on identified risks
  • Developed scalable service strategies to improve efficiencies and reduce costs
  • Retained and grew the client advocate population in support of new growth
  • Utilized customer feedback to prioritize product bugs and features
Jun 2020 - Feb 2023

Senior Manager, Customer Success

Orlando, Florida, US

  • Implemented the Customer Success Engagement Model and Organizational Design
  • Increased product adoption through software features, pricing, and content marketing
  • Delivered operational efficiencies through cross-functional business channels
  • Coordinated with carrier and broker partners to deliver carrier integration functionality, change management, and product enablement
  • Created dashboard scorecards for simplified KPI tracking and reporting
May 2019 - Jun 2020

Manager, Customer Success

Orlando, Florida, US

  • Established and maintained relationships with Decision Makers at Executive Level
  • Assigned resources to accounts based on staffing strategies
  • Partnered with Ongoing Service Teams to deliver high quality services to Client
  • Drove continual efficiency and value to the relationship by implementing additional system functionality / processes as identified
  • Maintained documentation regarding client activity and responsible for updating all client documentation including client action plans and CRM cases
  • Act as project manager / coordinator for all client special projects including annual open enrollment across the aligned channel
Apr 2018 - May 2019

Customer Success Manager

Orlando, Florida, US

  • Established and maintained relationship with all key client decision makers and contacts
  • Managed and/or participated in the account implementation process serving as technical and process best practices expert and helping build expectations for future relationship
  • Partnered with Ongoing Service Teams to deliver high quality services to Client
  • Established point of escalation contact with day-to-day contacts at Client Company
  • Meet at least quarterly with day-to-day contacts to review service level agreements
Nov 2015 - Mar 2018

Benefits Operations Manager

London, GB

The Benefits Operations Manager (BOM) is accountable for their aligned client(s) operational performance, including meeting and exceeding contractual performance standards and CSG Scorecard operations measures. He or she is responsible for making sure that all the portions of ongoing service delivery work smoothly and result in high-quality service for.

Nov 2014 - Oct 2015

Benefits Delivery Specialist

London, GB

  • Implemented multiple clients across several databases and platforms
  • Researched complex participant issues and produce recommendations by analyzing financial data and fact patterns
  • First point of contact for client issues, inquires, and escalations
  • Delegated tasks and managed On and Off-shore resources
  • Created ad hoc reports in support of client service delivery functions
  • Reduced outstanding service requests by over 50% in less than 4 months
Jan 2013 - Nov 2014

Benefits Operations Administrator

London, GB

  • The Benefits Operations Administrator (BOA) role is responsible for resolving complex participant issues including conducting research, analyzing plan provisions and translating provisions to the ongoing processing.
  • Orchestrated the efficient flow of health & welfare coverages for clients
  • Gathered data and created excel spreadsheets for client presentation
  • Obtained solutions by inputting data into multiple business software’s
  • Projected trends using database systems containing archived data
Jan 2012 - Jan 2013

Benefits Operations Admin Co-Op

London, GB

  • Understanding of health and welfare enterprise benefits and the flow of resources
  • Complete required tasks by a defined measure
  • Researched participant issues and formulate solutions
  • Assisted customer service on escalations and provided feedback to customer service representatives
  • Created performance measurements to evaluate call statistics for customer service
Apr 2011 - Jan 2012

Social Entrepreneurship Service Learning

Orlando, FL, US

~Presented financial standing and budget analysis to classmates and team on a weakly basis.~Generated funds of over $2,000 by networking and sponsors~Taught at Freedom Elementary over the period of 2 months, once a week

Jan 2011 - Apr 2011

Junior Marketing Analyst

Daytona Beach, FL, US

~Analyzed current market in order to find new market segments~Identified areas of much needed marketing improvement~Generated a marketing plan that catered to a variety of target markets.

Dec 2010 - Apr 2011

Study Abroad Summer

Study Abroad

~Observed and analyzed european/african cultures~Gained understanding of currency valuations of international currencies. (Mainly Euro)~Improved communication skills in spanish~Aquired knowledge of the behavior of other european/african cultures

May 2008 - Jul 2008

Intern

Premiere Concierge
Feb 2008 - Jul 2008
Team & coworkers

Colleagues at PlanSource

Other employees you can reach at plansource.com. View company contacts for 201 employees →

4 education records

Albert Cox education

Bachelor'S Degree, Marketing

University Of Central Florida

Bachelor'S Degree, Finance, General

University Of Central Florida

Bachelor Of Science - Bs, Finance

University Of Central Florida

Bachelor Of Science - Bs, Marketing

University Of Central Florida
FAQ

Frequently asked questions about Albert Cox

Quick answers generated from the profile data available on this page.

What company does Albert Cox work for?

Albert Cox works for PlanSource.

What is Albert Cox's role at PlanSource?

Albert Cox is listed as Sr. Director, Client Success and Services at PlanSource | Vista Equity Partners Portfolio Company at PlanSource.

What is Albert Cox's email address?

AeroLeads has found 1 work email signal at @plansource.com for Albert Cox at PlanSource.

What is Albert Cox's phone number?

AeroLeads has found 3 phone signal(s) with area code 407, 800 for Albert Cox at PlanSource.

Where is Albert Cox based?

Albert Cox is based in Parrish, Florida, United States while working with PlanSource.

What companies has Albert Cox worked for?

Albert Cox has worked for Plansource, Aon Hewitt, Junior Achievement Of Central Florida, Daytona International Speedway, and Study Abroad.

Who are Albert Cox's colleagues at PlanSource?

Albert Cox's colleagues at PlanSource include Marguerite Spears, Kerrian Masters, Bobbilyann C., Shrinidhi Patil, and Shreya Ghosh.

How can I contact Albert Cox?

You can use AeroLeads to view verified contact signals for Albert Cox at PlanSource, including work email, phone, and LinkedIn data when available.

What schools did Albert Cox attend?

Albert Cox holds Bachelor'S Degree, Marketing from University Of Central Florida.

What skills is Albert Cox known for?

Albert Cox is listed with skills including Time Management, Analysis, Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Fundraising, and Leadership.

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