Clinical Account Specialist - Orange County, CA

Clinical Account Specialist – Orange County, CA

Kestra Medical Technologies, Inc., established in 2014, is dedicated to integrating modern wearable technologies with proven cardiac medical device therapies. Our solutions emphasize high quality, technical performance, and patient comfort, supporting healthcare providers to monitor, manage, and protect life more effectively.

The Clinical Account Specialist (CAS) is a frontline resource for key accounts, delivering high‑quality touchpoints that support the sales team. The role focuses on maintaining relationships with hospital providers, ensuring inventory coordination, preparing patients for fits, and supporting ongoing clinical documentation and renewal processes.

• Work within assigned key accounts to provide quality and timely patient fittings.
• Aid in providing additional documentation from patients and providers post‑fit.
• Provide initial patient fittings and field‑based follow‑up tasks.
• Support EMR set‑up within key accounts for easy order processing.
• Provide recommendations to the care team for patient compliance and experience processes and training.
• Link the SWO renewal process back to physicians for ongoing 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 to communicate with providers.
• Adhere to Pledge of Confidentiality

Information regarding a patient shall not be released outside the company without signed patient permission. Disclosure is only on a need‑to‑know basis.

• Passion – contagious excitement, sense of urgency, commitment to continuous improvement.
• Integrity – accountability and dedication to the highest ethical standards.
• Collaboration/Teamwork – inclusive of team members across geography, roles, and products.
• Action/Results – high energy, decisive planning, timely execution.
• Innovation – generation of new ideas from original thinking.
• Customer Focus – exceeding customer expectations and maintaining quality of products and services.
• Emotional Intelligence – recognizing, understanding, and managing emotions to influence others.
• Understanding of commercial sales environment and service‑level expectations.
• Highly organized, service‑ and detail‑oriented.
• Clear, neutral, and simple communication style.
• Strong relationship builder with high trust and integrity.
• Ability to work cross‑functionally between departments.
• Passionate about the heart‑failure space and desire to make a difference.
• Experience in sales or sales support roles.
• Strong interpersonal skills communicating and assisting clinicians with patient care.
• Desire for lifelong learning and continuous improvement.
• Ability to understand and contribute to commercial goals locally.
• Ability to provide instruction and instill confidence in team members and patients.

Education/Experience

Required:

• Bachelor’s degree; preferably in sciences or business.
• Minimum 2 years 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 across modalities.
• Consistent remote work ability.
• Valid driver’s license in state of residence with a good driving record.

Preferred:

• Bachelor’s degree or higher.
• Prior experience in medical device and/or DME.
• Minimum 2 years in electrophysiology, cardiology, nursing, and/or 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 strategy execution and clear cross‑organization communication.
• Mission‑driven to improve heart‑failure patient quality of life.

None.

• Frequent local travel.
• Work in varied office‑like conditions.
• Extended hours when needed.
• Kestra…