Business Development Manager; North of England

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, now part of Agilio Software Group, 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.

The primary focus of this role is to drive two key types of new business opportunities within your region (North of England):

• Practices looking to switch from competitor providers
• Practices transitioning from NHS to private dentistry

These opportunities will be generated through centrally driven marketing activity that produces inbound enquiries, as well as through your own proactive lead generation efforts across a range of prospecting activities. In addition to new business development, you will be responsible for maintaining and developing strong relationships with 45-50 existing client practices in your region.

• Manage inbound new business leads; qualify, scope, and convert high value opportunities with strong ARR uptake.
• Conduct NHS viability analysis and present clear, commercially sound recommendations.
• Deliver compelling proposals and presentations tailored to practice objectives.
• Provide in practice support for NHS → private transitions, including:
  • Handling patient enquiries/objections in person, via email, and by phone.
  • Implementing simple systems and processes to support a smooth transition.
  • Onboarding new clients (hands on):
    • Collate setup information and liaise with Design and Client Services to build the practice on our portal and produce plan promo materials.
    • Edit and collate templated letters (competitor switch/NHS conversion), coordinating with Client Services and the practice.
    • Deliver training in practice (Client Services train on our portal); cover plan promotion, onboarding insights, Global Dental Scheme A&E, and specific plan objectives.
• Engage in typical BD activity to support pipeline health: exhibitions, Henry Schein Accelerate programme, webinar presentations, partner interactions, developing referral channels, networking, social media, and small scale events.
• Refer clients to partner companies within our network to support broader practice needs and encourage reciprocal referrals.
• Maintain accurate CRM hygiene: full history of every client and prospect, opportunity stages, activities, notes, and next steps.
• Manage a high velocity pipeline to drive strong conversion rates and cycle times.

• Hold structured annual review meetings (encouraged virtually where possible) with planned touchpoints in between.
• Support practices to retain plan patients and nurture growth where possible during the first 18–24 months