At a Glance
- Tasks: Manage customer relationships and drive success for midmarket clients in healthcare.
- Company: Agilio Software Group, transforming healthcare with innovative software solutions.
- Benefits: Competitive salary, flexible benefits, health plans, and generous leave.
- Other info: Remote work with occasional travel; excellent growth opportunities await!
- Why this job: Make a real impact in healthcare while developing your career in a supportive environment.
- Qualifications: 2-5 years in SaaS Customer Success or Account Management with strong communication skills.
Background: At Agilio Software Group, we help healthcare teams spend less time on admin and more time delivering patient care.
Our software simplifies day-to-day operations across primary care, dental, pharmacy, hospital and veterinary organisations, giving clinicians more time to focus on the people and animals who need them.
With ambitious growth plans, we’re looking for talented people to join us and help make that difference.
The
Role: The Customer Success Manager owns a portfolio of midmarket customers, delivering a proactive, value-driven Customer Success experience.
This role combines relationship management, commercial responsibility, and strategic adoption work to drive customer retention, growth, and satisfaction.
Key
Responsibilities: Customer Engagement
- Manage a portfolio of midmarket customers, leading QBRs and success reviews focused on value and outcomes
- Deliver proactive interventions, feature outreach, and adoption guidance
- Conduct proactive interventions when engagement or usage indicators decline Commercial Responsibilities
- Own renewal conversations and cross-sell targets, maintaining accurate commercial forecasting
- Identify and qualify expansion opportunities within the Agilio suite Operational Responsibilities
- Oversee the software adoption journey, including training and success planning
- Maintain accurate CRM records, reporting, and customer documentation
- Handle complaints and inbound queries professionally, ensuring timely resolution Voice of the Customer
- Represent customer feedback internally to influence product development and service improvement
- Identify opportunities for process improvement across the CS function Team Contribution
- Uphold the Agilio Behaviours and Principals at all times
- Ensure adherence to ISO27001 standards and business training requirements
- Undertake any other reasonable duties as required to support effective delivery of customer success services Success Measures
- Gross Revenue Retention (GRR)
- Cross-sell pipeline creation and contribution
- Product adoption and feature utilisation across the customer portfolio
- Renewal forecast accuracy
- Digital journey and customer engagement metrics
- Delivery of high-quality Quarterly Business Reviews (QBRs) that demonstrate value, support customer objectives, and drive retention and growth Essential Experience & Skills: 2–5 years in Saa S Customer Success or Account Management.
Highly organised, able to manage a mid‑sized portfolio with structure and clear prioritisation.
Strong communication and stakeholder management skills.
Confident in presenting, including remote QBRs, training, and feature demonstrations.
Commercially aware with experience supporting renewals and expansion.
Analytical mindset with comfort interpreting usage and adoption data.
Proven ability to work cross functionally Proactive problem solver who can manage interventions independently Curious and engaged — always looking to drive value and improvement for customers.
Strong written and verbal negotiation skills.
Confident using CRM systems, Planhat or similar digital tools, and basic reporting dashboards.
Occasional travel to client sites may be required.
Additional Information Job type: Remote, with occasional travel
Salary: £32,000- £34,000 per annum OTE £38,400-£40,800 The full package will be discussed at interview stage Benefits include: Income Protection Life Assurance Enhanced pension Health Cash Plan 28 days annual leave + bank holidays Sick pay scheme A range of flexible benefits via our Agilio Flex portal If you feel you have what it takes to join our team, we look forward to receiving your application
Customer Success Manager in Sheffield employer: Agilio Software Bidco Limited
At Agilio Software Group, we pride ourselves on being an exceptional employer that values the contributions of our team members in the healthcare sector. Our remote work culture promotes flexibility and work-life balance, while our commitment to employee growth is reflected in comprehensive training and development opportunities. With a competitive benefits package including income protection, enhanced pension, and a health cash plan, we ensure our employees are well-supported as they help us drive meaningful change in patient care.
Contact Details:
Agilio Software Bidco Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Customer Success Manager in Sheffield
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Agilio Software Bidco Limited. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Agilio Software Bidco Limited before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Customer Success Manager in Sheffield
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Agilio Software Bidco Limited:Your cover letter is your chance to shine! Tell us why you want to work at Agilio Software Bidco Limited specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Agilio Software Bidco Limited!
How to prepare for a job interview at Agilio Software Bidco Limited
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
