Clinical Account Specialist - San Diego, CA

The Clinical Account Specialist (CAS) plays a critical clinical role within key hospital accounts, ensuring high‑quality patient experiences and seamless coordination of cardiac wearable therapy. This position focuses on patient‑facing and provider‑facing clinical activities, including pre‑fitting conversations, collection of clinical documentation, coordination with case managers for discharge timing, and delivery of initial patient fittings. The CAS also provides clinical in‑services, supports EMR workflow setup, and serves as a trusted resource for clinicians and care teams. In partnership with Sales and Territory leadership, the CAS helps maintain strong relationships within key accounts and ensures inventory and operational readiness to support patient care, renewals, and ongoing documentation needs as Kestra continues to scale. 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.

 

QUALIFICATIONS

·         Bachelor’s degree; preferably in a clinical science (nursing, physiology, biology) or related field

·         Minimum 3 years of hands on experience in cardiology, electrophysiology, cardiac nursing, or cardiac medical device clinical support

·         Demonstrated experience in patient education, cardiac disease management, or supporting cardiac care pathways

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

·         Excellent communication skills and ability to collaborate across clinical, operational, and commercial teams

·         Ability to consistently work remotely

·         Must reside in the assigned territory

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

·         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: Annualized at $115,000 - $125,000, in addition to a bonus, commensurate with experience and location.

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.