Clinical Account Specialist - Orange County, CA

Kestra Medical Technologies, Inc
San Clemente, CA

The Kestra team has over 400 years of experience in the external and internal cardiac medical device markets. The company was founded in 2014 by industry leaders inspired by the opportunity to unite modern wearable technologies with proven device therapies. Kestra’s solutions combine high quality and technical performance with a wearable design that provides the greatest regard for patient comfort and dignity. Innovating versatile new ways to deliver care, Kestra is helping patients and their care teams harmoniously monitor, manage, and protect life.

The Clinical Account Specialist (CAS) will be responsible for providing high quality touchpoints in key accounts locally to support the sales team. As the sales team scales, the CAS will focus on maintaining relationships with key providers and personnel at the hospitals. They will focus on the patient experience with pre-fitting tasks such as collecting clinical documentation, pre-fitting conversations, and working with the case managers for discharge times. Additionally, the CAS may provide product in-services, recruiting for our contracted fitter positions. The CAS will serve as a local resource for ensuring inventory coordination is just in time for the needs of the accounts as we continue to scale and support additional renewal and clinical documentation needs post fitting.

ESSENTIAL DUTIES:

· Work within their assigned key accounts to provide quality and timely fittings for patients.

· Aid in providing additional documentation from patients and providers post fitting

· Provide initial patient fittings and field-based follow-up tasks

· Support EMR set-up within key accounts for ease of order processing

· Provide recommendations to the care team of process and training for patient compliance and experience.

· Link the SWO renewal process back to the following physicians for continuing care.

· Provide clinical in-services to personnel within key accounts.

· Manage inventory for fittings in their local areas.

· Support SWO growth and maintenance within established accounts.

· Forecast and regulate inventory management needs for local areas.

· Support follow-up tasks for renewals, discharge dates, delivery documentation, and clinical documentation.

· Review CareStation reports for patient triggered episodes and events for further communication to providers

 

Adhere to Pledge of Confidentiality

  • Information regarding a patient of this company shall not be released to any source outside of this company without the signed permission of the patient. Furthermore, information will only be released internally on a need-to-know basis. All Team Members will not discuss patient cases outside the office or with anyone not employed by this company unless they are directly involved with the patient’s case.

COMPETENCIES

· Passion: Contagious excitement about the company – sense of urgency. Commitment to continuous improvement.

· Integrity: Commitment, accountability, and dedication to the highest ethical standards.

· Collaboration/Teamwork: Inclusion of Team Member regardless of geography, position, and product or service.

· Action/Results: High energy, decisive planning, timely execution.

· Innovation: Generation of new ideas from original thinking.

· Customer Focus: Exceed customer expectations, quality of products, services, and experience always present of mind.

· Emotional Intelligence: Recognizes, understands, manages one’s own emotions and is able to influence others. A critical skill for pressure situations.

· Keen understanding of commercial sales environment and service-level expectations

· High-level problem-solving skills

· Highly organized, service and detail-orientated

· Clear, neutral, and simple communication style

· Strong relationship builder with high trust and integrity of work ethic

· Ability to work cross-functionally between different departments

· Passionate about the heart-failure space and a strong desire to make a difference.

· Experience working in sales, or a sales support role

· Strong interpersonal skills with communicating and assisting clinicians with providing care for patients.

· Interest and desire for life-long learning to continuously improve over time

· Ability to understand and contribute to commercial goals on a local level. 

· Ability to provide instruction and instill confidence in team members, APS’s, and patients.

Requirements

QUALIFICATIONS

Education/Experience Required:

· Bachelor’s degree; preferably in the sciences or business

· Minimum 2 years industry experience in medical device, pharmaceuticals, or a comparable healthcare setting

· Competent with Microsoft products, Salesforce, and remote patient monitoring systems

· Excellent communication skills and cross-collaboration between different modalities and functions

· Ability to consistently work remotely

· Valid driver’s license in state of residence with a good driving record

Preferred:

· Bachelor's degree; or higher

· Prior experience working in medical device and/or DME

· Minimum 2 years of experience in electrophysiology, cardiology, nursing, and/or working in cardiac medical device.

· 3+ years' experience in the cardiology space including patient education.

· Experience working closely with Sales Leaders and Territory Managers in the field.

· Start-up experience with the ability to execute on a strategy with clear direction and communication across the organization.

· Mission-driven for improving heart failure patients’ quality of life.

SUPERVISORY RESPONSIBILITIES:

· None

Work ENVIRONMENT

· Frequent local travel

· Must be able to work in different office-like conditions.

· Extended hours when needed

· Kestra manufactures and provides life-saving products regulated by the Federal Food and Drug Administration and under contract with Medicare. Kestra maintains a drug free workplace and testing is a condition of employment post-offer.

PHYSICAL DEMANDS

· Ability to travel.

· Frequent repetitive motions that may include wrists, hands and/or fingers, such as keyboard and mouse usage.

· Frequent stationary position, often standing or sitting for prolonged periods of time

· Frequent computer use

· Frequent phone and other business machine use

TRAVEL

· Frequent domestic travel by car/and or air required, at times more than 90%.


OTHER DUTIES
:

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the Team Member. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.

Benefits

Kestra offers a very competitive benefit package including Medical, Dental, 401K with Match, etc.

Pay equity is an important part of Kestra’s Culture. Our compensation ranges are guided by national and local salary surveys and take into consideration experience level and internal equity. Each role is benchmarked based on the job description provided If your qualifications and/or experience level are outside of the posted position, we encourage you to apply as we are growing fast and roles that are coming soon may not be posted.

Compensation: An annual salary of $125,000, in addition to a bonus, commensurate with experience and location.

Kestra Medical Technologies is an equal opportunity employer. Kestra Medical Technologies does not discriminate on the basis of race, color, religion, national origin, veteran status, age, sexual orientation, gender identity and/or expression, marital status, disability, physical or mental status or any other characteristic protected by law.

We are unable to sponsor or take over sponsorship of employment visas at this time. Applicants must be eligible to work for any employer in the U.S.

Kestra manufactures and provides life-saving products regulated by the Federal Food and Drug Administration and under contract with Medicare. Kestra maintains a drug free workplace and testing is a condition of employment.

Posted 2026-01-15

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