Clinical Account Specialist - Ocala, FL
Listed on 2026-03-01
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Healthcare
Healthcare / Medical Sales
About Kestra
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) 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.
DUTIES
- Work within 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 physicians for continuing care.
- Provide clinical in‑services to personnel within key accounts.
- Manage inventory for fittings in 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 Care Station reports for patient‑triggered episodes and events for further communication to providers.
- Adhere to Pledge of Confidentiality.
- 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 members 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.
- 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 lifelong 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.
- Bachelor’s degree; preferably in a…
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