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- Tasks: Manage client relationships and onboard new dental practices with tailored support.
- 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 dynamic team making a real difference in healthcare operations.
- Qualifications: Strong relationship management skills and a consultative approach.
- Other info: Hybrid role with opportunities for professional growth and national client coverage.
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, part of Agilio Software Group, is growing and we are looking to appoint two Practice Success Advisers to join the team.
This 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 of 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.
Skills and experience:- 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
- 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 Warrington 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 Warrington
✨Tip Number 1
Get to know the company inside out! Research Agilio Software Group and understand their mission, values, and products. This will help you tailor your conversations and show that you're genuinely interested in being a Practice Success Advisor.
✨Tip Number 2
Practice makes perfect! Prepare for potential interview questions by role-playing with a friend or using our StudySmarter tools. Focus on showcasing your relationship management skills and how you can balance sales and service effectively.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. This can give you insider tips and might even lead to a referral, which can boost your chances of landing the job.
✨Tip Number 4
Don’t forget to follow up! After interviews or networking chats, send a quick thank-you email. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great way to reiterate your fit for the Practice Success Advisor position.
We think you need these skills to ace Practice Success Advisor in Warrington
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Practice Success Advisor role. Highlight your relationship management skills and any relevant experience in healthcare or client-facing roles. We want to see how you can bring value to our team!
Showcase Your Communication Skills: Since this role involves a lot of client interaction, it's crucial to demonstrate your confident communication abilities. Use clear and concise language in your application, and don’t shy away from sharing examples of how you've successfully communicated with clients in the past.
Be Organised and Detail-Focused: We love candidates who are organised and detail-oriented! Make sure your application is free from typos and errors, and consider using bullet points to make your achievements stand out. This will show us that you have the CRM and pipeline discipline we’re looking for.
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. Plus, it gives you a chance to explore more about our company culture and values!
How to prepare for a job interview at Agilio Software Bidco Limited
✨Know Your Client Management Skills
Make sure to highlight your relationship management skills during the interview. Be ready to share specific examples of how you've nurtured client relationships in the past, especially in a consultative environment. This will show that you understand the importance of balancing sales and service.
✨Showcase Your Communication Prowess
Since the role involves training dental practices and conducting virtual meetings, practice your communication and presentation skills. Prepare to discuss how you would effectively convey complex information to clients, ensuring they feel supported and informed throughout the onboarding process.
✨Demonstrate Organisational Skills
Being organised is key for this role. Bring up your experience with CRM systems and how you manage pipeline activities. You might even want to mention any tools or methods you use to stay on top of client interactions and annual review meetings.
✨Understand the Healthcare Landscape
Familiarise yourself with the dental practices and healthcare settings relevant to the role. Showing that you have a grasp of the industry will not only impress the interviewers but also demonstrate your commercial awareness and understanding of ARR, retention, and growth.
