Success Associate (Plans)

Our mission is to become the financial and revenue operating system for primary care practices .

We help dental and veterinary clinics manage how money flows into the practice - from patient access, to payments, memberships, financing, insurance, and reporting - in one coherent system.

Rather than treating payments, plans, and finance as separate tools, we combine them into a single operating layer that reflects how practices actually run their business.

There are three structural shifts reshaping primary care right now:

1. Patient access is moving beyond opening hours. Clinics are under pressure to be available when patients want to engage, not just when the front desk is staffed. Voice and chat interfaces are becoming the new front door to care.
   

2. Revenue is becoming structured, not ad-hoc . Memberships, financing, and insurance are increasingly used to smooth cashflow, improve access, and increase predictability — particularly as NHS capacity declines and private care expands.
   

3. Practices need better financial insight, not more software. Owners and managers want to understand whether their pricing, plans, and utilisation make economic sense — without becoming analysts or relying on opaque tools.

Today, we support over 6,000 dental practices across the UK. 100 more join our platform every month. Tabeo is the dominant market leader for patient finance and seeks to reinvent memberships next. Beyond payments, we are launching a voice/chat AI solution that complements our existing products.

Tabeo is profitable. We seek to grow revenue by 50-60% per year and exceed £25 million ARR in 2028.

We believe in a remote first approach to work and equip teams with perks and tools so they can thrive. However, we all come together 2x per year for our amazing ‘Team Weeks’. We previously met in Dubai, Lisbon, Athens and Paris. Next is a surprise!

About the role:

We’re looking for a Success Associate (Account Manager) to manage and grow a portfolio of dental practices using Tabeo’s Plans product.

This is a customer-facing, post-sale role focused on onboarding, adoption, retention, and expansion. You’ll work closely with practice managers, reception and owners to ensure practices successfully embed Tabeo into their day-to-day operations.

This role suits someone who enjoys building relationships, improving how customers operate, and driving measurable outcomes through product adoption.

Responsibilities:

ARR & Portfolio Ownership

• Manage a portfolio of 100–180 practices

• Own retention and growth targets

• Identify expansion opportunities across Plans

Vendor Engagement & Onboarding

• Independently onboard new practices onto Plans

• Set up reporting and confirm PMS integrations

• Drive early success moments (e.g. first plan member)

Commercial Impact

• Educate practices on how Plans improve revenue predictability, cash flow, and valuation

• Help practices understand and optimise their revenue mix

Tools & Data Mastery

• Use tools such as HubSpot, Calendly, Aircall to manage workflows

• Analyse performance via dashboards (e.g. member growth, practice churn)

• Use data to guide conversations and identify risks/opportunities

Collaboration & Escalation

• Escalate product issues to Product and track resolution

• Share structured customer feedback with Product teams

• Collaborate cross-functionally to improve product and CSAT

Continuous Improvement

• Refine onboarding processes and document best practices (e.g. Loom recordings)

• Capture competitor insights and market feedback

• Continuously improve playbooks and customer experience

Requirements

• 2–3 years experience in a customer-facing role (Customer Success, Account Management, or Sales), ideally in SaaS, fintech or payments

• Strong communication skills, particularly with non-technical stakeholders

• Ability to manage a portfolio of customers and prioritise effectively

• Commercial mindset with an interest in revenue, retention, and growth

• Comfortable working with data and tools (CRM, dashboards, etc.)

• Ability to work remotely in a fast-paced, high-growth environment

Nice-to-have

• Exposure to subscription products or recurring revenue models

• Familiarity with tools such as HubSpot, Looker, or similar

• Experience onboarding or training customers

Benefits

Competitive salary

Remote-first working

£2,000 annual training and development budget

Fully equipped home-office setup

AXA Business Health private medical cover (UK), including dental, optical, life assurance, wellbeing support and gym discounts

Electric car scheme

24 days’ annual leave plus birthday off

Enhanced parental leave

Fertility treatment leave (up to 5 days per year)

Contributing pension scheme (UK)

Company trips, offsites, and team get-togethers we actually look forward to

We seek a fully remote candidate from the UK