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Job Title


Relationship Manager – Dental Groups (Field‐Based)


Company : Agilio Software


Location : Exeter, England


Created : 2026-02-28


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, 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 contactManage end-to-end onboarding of new clients, including training and implementation supportMaintain accurate records of client interactions, trends, and performance in Zoho CRMDeliver structured Business Review Meetings, tracking performance, trends, and growth opportunitiesSet, monitor, and support growth targets, particularly for practices launching plans for the first time or seeking to expand their patient baseDeliver client training, including:First-time dental plan launches'Simple switch' transfers from competitor providersRefresher training for existing clients or new practice staffSupporting practices transitioning from NHS to privateEnsure all client facing materials (digital and print) are accurate and up to dateWork with internal teams to coordinate updates, campaigns, and client requestsIdentify opportunities for account growth, referrals, and increased engagementAttend industry events and conferences to promote Patient Plan Direct and build market presenceConduct market research and competitor analysis to inform client strategy and successCollaborate closely with the wider Business Development team to meet client and company objectivesAbout YouTo 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 environmentExcellent communication and relationship building skillsConfidence working with Practice Managers, Dentists, and clinical teamsStrong organisational skills with the ability to manage multiple prioritiesComfortable using IT systems, including cloud based tools, Microsoft Office, and ExcelWillingness to learn and retain detailed product and market knowledgeDesirable:Experience working in a field based rolePrevious exposure to dental plans or membership modelsJob Type:Field based, working from home with regular travel across the SouthOccasional extended hours for industry events, client related training or activities, and/or exhibitions2–5 overnight stays per monthSalary: 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!