Group Relationship Manager; South

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, part of Agilio Software Group, is an award winning dental membership plan provider with over 15 years’ experience. We support dental practices with a simple, flexible, practice branded approach to patient plans, backed by expert advice and first class customer support.

Due to continued growth, we’re now looking for a Group Relationship Manager (South) to join Patient Plan Direct.

As a Relationship Manager, you’ll play a key role in supporting and growing our Dental Group clients, groups of 8+ practices under common ownership.

Working closely with the Head of Dental Groups and the Northern Relationship Manager, you’ll be responsible for building strong, long‑term relationships, onboarding new clients, delivering training, and proactively supporting a portfolio of existing practices to maximise the success of their dental plans.

This is a field‑based role, ideal for someone who enjoys relationship led, consultative work and is confident working directly with dental practice teams.

• Build and maintain strong relationships with Dental Groups, acting as the main point of contact
• Manage end to end onboarding of new clients, including training and implementation support
• Maintain accurate records of client interactions, trends, and performance in Zoho CRM
• Deliver structured Business Review Meetings, tracking performance, trends, and growth opportunities
• Set, monitor, and support growth targets, particularly for practices launching plans for the first time or seeking to expand their patient base
• Deliver client training, including:
  • First time dental plan launches
  • ‘Simple switch’ transfers from competitor providers
  • Refresher training for existing clients or new practice staff
  • Supporting practices transitioning from NHS to private
• Ensure all client facing materials (digital and print) are accurate and up to date
• Work with internal teams to coordinate updates, campaigns, and client requests
• Identify opportunities for account growth, referrals, and increased engagement
• Attend industry events and conferences to promote Patient Plan Direct and build market presence
• Conduct market research and competitor analysis to inform client strategy and success
• Collaborate closely with the wider Business Development team to meet client and company objectives

To be successful in this role, you’ll bring first hand dental practice experience and a strong understanding of how practices operate day to day.

• Experience working within a dental practice environment
• Excellent communication and relationship building skills
• Confidence working with Practice Managers, Dentists, and clinical teams
• Strong organisational skills with the ability to manage multiple priorities
• Comfortable using IT systems, including cloud based tools, Microsoft Office, and Excel
• Willingness to learn and retain detailed product and market knowledge

• Experience working in a field based role
• Previous exposure to dental plans or membership models

• Field based, working from home with regular travel across the South
• Occasional extended hours for industry events, client related training or activities, and/or exhibitions
• 2–5 overnight stays per month

Competitive salary with generous uncapped commission and 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!

If you are interested in applying,  along with a covering letter to cent