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Job Title


Business Development Manager


Company : Agilio Software


Location : Edinburgh, Scotland


Created : 2026-02-23


Job Type : Full Time


Job Description

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.We are currently recruiting for a Business Development Manager (North of England) within Patient Plan Direct as part of our continued growth.The role: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, andPractices 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.Key Responsibilities:New Business DevelopmentManage 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.Client Success, Retention & GrowthHold structured annual review meetings with planned touchpoints in between.Support practices to retain plan patients and nurture growth.Liaise closely with Client Services to manage onboarding and ongoing needs.Proactively identify support requirements and referral opportunities in line with the Client Engagement Commitment (CEC).Targets & KPIsNew business and existing client retention annual target.Time allocation: 60–70% new business; 30–40% onboarding and ongoing support.Pipeline metrics: conversion rate, sales cycle time, and forecast accuracy.CEC compliance: completion of annual reviews and interim touchpoints.CRM quality: completeness, timeliness, and data accuracyThe skills and experience which we are looking for in a Business Development Manager are:EssentialExperience within dental is essential.Proven experience in field based business development or consultative salesStrong ability to convert inbound leads and generate new business opportunitiesConfident building and maintaining long term client relationshipsCommercially astute, with experience presenting proposals and handling objectionsComfortable delivering presentations and training in person and virtuallyHighly organised, with strong CRM discipline and pipeline managementSelf motivated, results driven, and comfortable working in a fast growth businessAdditional InformationJob type:Field based, working from home with regular time in territory (North England).In person for most new business meetings and training; virtual where appropriate for client review meetings.Occasional overnight stays: approx. 2–5 per month.Head Office (WA7 1LZ): visits for team meetings at least once per quarter.Salary: Competitive salary with generous uncapped commission and benefitsIncome ProtectionLife AssuranceEnhanced pensionHealth Cash plan28 days annual leave + bank holidaysSick pay schemeA range of flexible benefits available through our Agilio Flex portalIf 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 candidates.