Agilio is a leading SaaS provider in frontline healthcare, helping practices streamline operations, ensure compliance, and improve patient care.

We have ambitious and exciting growth plans and are looking for talented individuals to be part of our journey.

We are seeking an experienced, proactive, and professional Customer Success Account Executive to join our fast-paced Customer Success Team. In this role, you will manage client accounts and provide training and support to our broad and growing client base.

This is an excellent opportunity to expand your customer service expertise within a successful and growing business in the healthcare and SaaS industries.

We’re looking for someone with strong communication skills—both written and verbal—including a confident and professional telephone manner. You should be highly organised, able to prioritise effectively, and skilled in problem-solving with a focus on delivering practical solutions. Experience with IT systems and software is essential, and the ability to learn quickly will set you up for success.

If this sounds like you, we’d love to hear from you!

As a Customer Success Executive, you will be responsible for:

• Manage and maintain client accounts through regular reviews and scheduled appointments
• Handle client enquiries and resolve queries via the member support line
• Possess comprehensive knowledge of all cross products to effectively support and train members
• Foster and strengthen relationships with subscribing clients through ongoing engagement
• Assist in onboarding new clients, ensuring a smooth transition and setup
• Promote services and products to generate qualified referrals for the New Business Team
• To be considered for this role, you will have previous experience in a Customer Success position and demonstrate a strong passion for delivering exceptional levels of service. You should be confident in building lasting relationships and supporting clients to get the most from their experience with us.
• While experience in the dental industry would be an advantage, it is not essential. We value the right attitude, a proactive mindset, and a genuine commitment to client satisfaction.

If you believe you have what it takes to contribute to our dynamic and supportive team, we look forward to receiving your application!

Additional Information

• This is a full-time role, home based with some occasional travel required to our offices.
• Job type: Full-time, permanent
• Salary: Competitive salary and generous 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, please email your CV along with a covering letter to central.people@agiliosoftware.com