Background

Agilio Software Group is a leading UK healthcare operations software provider, delivering integrated, mission critical solutions that support primary care, dental, pharmacy, hospital, and veterinary organisations. With ambitious growth plans underway, we are looking for talented individuals to join us on this exciting journey.

The Role

As a Customer Success Advisor specialising in Portal Support, you play a pivotal role in delivering exceptional service to our members. Your primary focus is to ensure a seamless and rewarding experience for users of our portal by providing expert guidance, troubleshooting support, and proactive solutions. By helping members navigate the platform effectively and resolve any issues, you contribute directly to maximising the value they gain from our software solutions.

This includes responding to phone calls and emails from current members, creating and managing support tickets to ensure enquiries are directed to the appropriate department, and addressing any questions within your remit.

In addition,



you will provide 3rd Line Support for complex portal-related issues that require advanced investigation and resolution. Working closely with internal teams, including Product, Development, and Technical Support, you will diagnose root causes, manage escalated cases, and ensure issues are resolved efficiently. You will also contribute to continuous service improvement by identifying recurring trends, documenting solutions, and sharing knowledge to enhance the overall member experience.

Primary Responsibilities

Serve as the primary point of contact for portal-related queries from Members.
Provide timely and skilled support via email and phone.
Troubleshoot and resolve issues related to portal access, functionality, and user experience.
Guide users through portal features and workflows, ensuring they understand how to use the system effectively.
Escalate technical issues to the appropriate internal teams when necessary.

📌 Customer Success Advisor – Portal Support (Karahal)
🏢 agilio software dental
📍 Karahal