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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’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:
- 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
Additional Information:
- 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
- Income Protection
- Life Assurance
- Enhanced pension
- Health Cash plan
- 28 days annual leave + bank holidays
- Sick pay scheme
- 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 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 Practice Success Advisor in Runcorn
✨Tip Number 1
Get to know the company inside out! Research Agilio Software Group and Patient Plan Direct, so you can speak confidently about their values and services during interviews. This shows you're genuinely interested and helps you stand out.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Practice your pitch! Prepare a brief introduction about yourself that highlights your relevant experience and skills. This will help you make a great first impression when you meet potential employers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and really want to be part of the team!
We think you need these skills to ace Practice Success Advisor 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 Practice Success Advisor role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. 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 crucial, 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 Stuff
Before the interview, make sure you understand Agilio Software Group and Patient Plan Direct. Familiarise yourself with their services, especially how they support dental practices. This will show your genuine interest and help you answer questions more confidently.
✨Showcase Your Relationship Skills
As a Practice Success Advisor, relationship management is key. Prepare examples from your past experiences where you've successfully nurtured client relationships or resolved issues. Be ready to discuss how you balance sales and service in a consultative environment.
✨Practice Your Presentation Skills
Since the role involves training and presenting to dental teams, practice your communication skills. You might even want to do a mock presentation on a relevant topic. This will help you feel more comfortable and confident during the actual interview.
✨Be Organised and Detail-Focused
Demonstrate your organisational skills by discussing how you manage your time and keep track of client interactions. Mention any CRM tools you’ve used and how you maintain accurate records. This will highlight your attention to detail, which is crucial for this role.
