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 pract...