Relationship Manager – Dental Groups (Field‑Based)

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.

The Role:

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.

Key Responsibilities:

• 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

About You

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.

Essential:

• 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

Desirable:

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

Job Type:

• 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

Salary: 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!