Customer Success Manager

At Agilio Software Group, we help healthcare teams spend less time on admin and more time delivering patient care. Our software simplifies day-to-day operations across primary care, dental, pharmacy, hospital and veterinary organisations, giving clinicians more time to focus on the people and animals who need them. With ambitious growth plans, we’re looking for talented people to join us and help make that difference.

The Customer Success Manager owns a portfolio of midmarket customers, delivering a proactive, value-driven Customer Success experience. This role combines relationship management, commercial responsibility, and strategic adoption work to drive customer retention, growth, and satisfaction.

• Manage a portfolio of midmarket customers, leading QBRs and success reviews focused on value and outcomes
• Deliver proactive interventions, feature outreach, and adoption guidance
• Conduct proactive interventions when engagement or usage indicators decline

• Own renewal conversations and cross-sell targets, maintaining accurate commercial forecasting
• Identify and qualify expansion opportunities within the Agilio suite

• Oversee the software adoption journey, including training and success planning
• Maintain accurate CRM records, reporting, and customer documentation
• Handle complaints and inbound queries professionally, ensuring timely resolution

• Represent customer feedback internally to influence product development and service improvement
• Identify opportunities for process improvement across the CS function

• Uphold the Agilio Behaviours and Principals at all times
• Ensure adherence to ISO
  27001 standards and business training requirements
• Undertake any other reasonable duties as required to support effective delivery of customer success services

• Gross Revenue Retention (GRR)
• Cross-sell pipeline creation and contribution
• Product adoption and feature utilisation across the customer portfolio
• Renewal forecast accuracy
• Digital journey and customer engagement metrics
• Delivery of high-quality Quarterly Business Reviews (QBRs) that demonstrate value, support customer objectives, and drive retention and growth

• 2–5 years in SaaS Customer Success or Account Management.
• Highly organised, able to manage a mid‑sized portfolio with structure and clear prioritisation.
• Strong communication and stakeholder management skills.
• Confident in presenting, including remote QBRs, training, and feature demonstrations.
• Commercially aware with experience supporting renewals and expansion.
• Analytical mindset with comfort interpreting usage and adoption data.
• Proven ability to work cross functionally
• Proactive problem solver who can manage interventions independently
• Curious and engaged - always looking to drive value and improvement for customers.
• Strong written and verbal negotiation skills.
• Confident using CRM systems, Planhat or similar digital tools, and basic reporting dashboards.
• Occasional travel to client sites may be required.

Job type:
Remote, with occasional travel

The full package will be discussed at interview stage

• 28 days annual leave + bank holidays
• A range of flexible benefits via our Agilio Flex portal

Due to the volume of applications received, we may not be able to contact every applicant individually. We appreciate your interest in Agilio Software and thank you for taking the time to apply.