Background:
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:
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 practice's 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
Additional Information
Job type:
* 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