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- Tasks: Support dental practices and manage client relationships while onboarding new plans.
- Company: Agilio Software Group, a leading UK healthcare operations software provider.
- Benefits: Competitive salary, bonus potential, flexible working, and generous leave.
- Why this job: Join a growing team and make a real impact in the healthcare sector.
- Qualifications: Strong relationship management skills and experience in client-facing roles.
- Other info: Hybrid role with flexibility and opportunities for professional growth.
The predicted salary is between 28000 - 30000 £ per year.
Agilio Software Group is a leading UK healthcare operations software provider, delivering mission critical solutions that help healthcare organisations operate efficiently and compliantly. Patient Plan Direct is an award-winning dental membership plan provider with over 15 years' experience. The business supports dental practices with a simple, flexible, practice branded approach to patient plans, backed by expert advice and first-class customer support. Patient Plan Direct, part of Agilio Software Group, is growing and we are looking to appoint two Practice Success Advisers to join the team.
The role is a hybrid account management and new business onboarding role, focused on supporting an existing portfolio of dental practices while managing inbound new plan launch opportunities, whilst working alongside the wider field-based Business Development team.
Key Responsibilities:- Managing and nurturing a portfolio of approximately 150 client practices
- Supporting New Plan Launch (NPL) opportunities from inbound leads (no cold prospecting)
- Protecting and growing existing client relationships, with responsibility for own ARR
- Conducting structured annual review meetings, with regular touchpoints throughout the year to maintain practice specific plan objectives
- Maintaining accurate CRM records and managing pipeline activity
- Working closely with Client Services and Design teams to build practices on the portal and produce plan promotional materials
- Following the Client Engagement Commitment (CEC) to identify support needs and referral opportunities
- Onboarding new clients and delivering training and support (virtual and/or in person), covering:
- Training dental practices on plan promotion, patient journey & communication
- Key onboarding insights, legal agreement details, commercial details and contract terms
- Training the dental team on benefits and patient access to our Global Dental Scheme A&E
The ideal time split is 70–80% existing client relationships and 20–30% new business onboarding.
The skills and experience which we are looking for in a Practice Success Advisor are:- Strong relationship management and client facing skills
- Ability to balance sales and service in a consultative environment
- Confident communication and presentation skills (virtual and in practice)
- Organised and detail focused, with good CRM and pipeline discipline
- Comfortable onboarding new clients and guiding them through change
- Commercial awareness, with an understanding of ARR, retention, and growth
- Practical problem solver with a professional approach
- Familiarity with dental practices or healthcare settings
The role is hybrid, with 1–2 days from home and 3–4 days in the office (WA7 1LZ), though we can offer flexibility around this. Most onboarding and review meetings are conducted virtually. Occasional in practice visits with potential to be on the road 1–2 days per week. National client coverage.
Salary: £28,000-£30,000 per annum + bonus OTE circa £34-36k and generous benefits including Income Protection, Life Assurance, Enhanced pension, Health Cash plan, 28 days annual leave + bank holidays, and a range of flexible benefits available through our Agilio Flex portal.If you feel you have what it takes to join our team, we look forward to receiving your application! Due to the high volume of applications, we can only contact shortlisted applicants.
Practice Success Advisor in London employer: Agilio Software Bidco Limited
Contact Detail:
Agilio Software Bidco Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Practice Success Advisor in London
✨Tip Number 1
Get to know the company inside out! Research Agilio Software Group and Patient Plan Direct, so you can speak their language during interviews. Show us that you understand their mission and how you can contribute to their success.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. This can give you insider info and might even lead to a referral, which is always a bonus when applying through our website.
✨Tip Number 3
Prepare for those tricky interview questions! Think about how your skills match the role of Practice Success Advisor. We want to hear about your relationship management experience and how you've successfully onboarded clients in the past.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way. It shows us you're genuinely interested in the role and gives you another chance to highlight why you're the perfect fit for the team.
We think you need these skills to ace Practice Success Advisor in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in client management and onboarding. We want to see how your skills align with the role of a Practice Success Advisor, so don’t hold back on showcasing your relevant achievements!
Show Off Your Communication Skills: Since this role involves a lot of client interaction, it’s crucial to demonstrate your confident communication style. Use clear and engaging language in your application to reflect how you would interact with dental practices and clients.
Highlight Your Organisational Skills: Being organised is key for this position. In your application, mention any tools or methods you use to manage your workload and maintain CRM records. We love seeing candidates who can juggle multiple tasks while keeping everything on track!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Agilio Software Group!
How to prepare for a job interview at Agilio Software Bidco Limited
✨Know Your Stuff
Before the interview, make sure you understand Agilio Software Group and its mission. Familiarise yourself with their products, especially Patient Plan Direct, and how they support dental practices. This knowledge will help you demonstrate your genuine interest in the role and the company.
✨Showcase Your Relationship Skills
As a Practice Success Advisor, strong relationship management is key. Prepare examples from your past experiences where you've successfully nurtured client relationships or handled onboarding processes. Be ready to discuss how you balance sales and service in a consultative environment.
✨Practice Your Presentation
Since the role involves training dental teams and conducting virtual meetings, practice your presentation skills. You might be asked to present a mock training session during the interview, so think about how you would explain complex concepts simply and engagingly.
✨Be Organised and Detail-Focused
Demonstrate your organisational skills by discussing how you manage CRM records and pipeline activities. Bring examples of how you've maintained accuracy in your previous roles, as this will show that you're detail-oriented and can handle the responsibilities of the position.
