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- Tasks: Manage client relationships and support new business onboarding in a hybrid role.
- Company: Join Agilio Software Group, a leading UK healthcare software provider.
- Benefits: Competitive salary, bonus potential, flexible working, and generous leave.
- Why this job: Make a real impact in healthcare while developing your career in a supportive environment.
- Qualifications: Strong relationship management skills and experience in client-facing roles.
- Other info: Enjoy a dynamic work culture with opportunities for professional growth.
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’re 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:Essential:- 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, Sick pay scheme, 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.
Account Manager in Runcorn employer: Agilio Software Bidco Limited
Contact Detail:
Agilio Software Bidco Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Manager in Runcorn
✨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 values, 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 not only helps you learn more about the company culture but also gives you a chance to make a lasting impression before the interview.
✨Tip Number 3
Practice your pitch! Prepare to discuss your experience in managing client relationships and onboarding new clients. We want to hear specific examples of how you've successfully balanced sales and service in previous roles.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you're genuinely interested in joining our team at Agilio Software Group.
We think you need these skills to ace Account Manager in Runcorn
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your relationship management and client-facing skills, as these are key for the Account Manager role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for the Practice Success Adviser position. Share specific examples of how you've successfully managed client relationships or onboarded new clients in the past.
Showcase Your Communication Skills: Since confident communication is essential for this role, ensure your application is clear and well-structured. This will give us a taste of your presentation skills right from the start!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at Agilio Software Bidco Limited
✨Know Your Clients
Before the interview, take some time to research Agilio Software Group and Patient Plan Direct. Understand their services, client base, and how they support dental practices. This knowledge will help you demonstrate your interest and show that you're ready to manage and nurture client relationships effectively.
✨Showcase Your Communication Skills
As an Account Manager, strong communication is key. Prepare examples of how you've successfully communicated with clients in the past, whether through presentations or training sessions. Practise articulating your thoughts clearly and confidently, as this will be crucial during the interview.
✨Demonstrate Problem-Solving Abilities
Think of specific instances where you've solved problems for clients or improved processes. Be ready to discuss these examples in detail, highlighting your practical problem-solving skills and how they can benefit the team at Agilio Software Group.
✨Prepare Questions About the Role
Interviews are a two-way street! Prepare thoughtful questions about the role, such as how success is measured for Practice Success Advisers or what challenges the team currently faces. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
