Clinical Sales Executive - Infusion

Overview

The Clinical Sales Executive (CSE) plays a critical role in driving patient care transitions from hospital to home while supporting referral growth and therapy adoption for Amerita infusion services. As a licensed clinical professional and sales partner, the CSE collaborates closely with hospital case managers, discharge planners, physicians, patients, and caregivers to ensure safe, efficient placement of patients into home or alternate-site infusion therapy.

The CSE combines clinical expertise with consultative sales skills to educate referral sources, patients, and healthcare teams on Amerita's services, ensuring appropriate patient selection, seamless discharge coordination, and successful therapy initiation. This role partners closely with Strategic Account Executives, pharmacy, intake, and operations teams to improve referral conversion, enhance patient outcomes, and strengthen referral relationships. Success is measured through patient transition effectiveness, referral growth, admission conversions, therapy starts, and referral source satisfaction.

Referral Development & Clinical Sales Support

• Proactively build and maintain strong relationships with hospital referral sources including case managers, discharge planners, physicians, and care teams.
• Serve as a key Amerita representative providing education, clinical consultation, and service support to referral partners.
• Partner with Strategic Account Executives to execute territory growth strategies and achieve referral and admission goals.
• Participate in joint sales calls, account planning, and growth initiatives to expand referral opportunities.
• Conduct in-services, clinical education sessions, and CEU programs to promote awareness and appropriate utilization of Amerita services.
• Communicate frequently with Account Executives to identify opportunities, assess progress, and support account development strategies.

Patient Transition, Assessment & Education

• Conduct bedside patient assessments to determine appropriateness for home or alternate-site infusion therapy.
• Educate patients, caregivers, and facility staff using consultative sales techniques to explain therapy, services, and expectations for home care.
• Provide hands-on patient and caregiver education to promote therapy independence and timely discharge.
• Review patient medical records to obtain clinical history and insurance information necessary for admission processing.
• Collect, review, and complete pre-admission documentation and coordinate required approvals.
• Facilitate therapy start readiness through coordination of orders, documentation, and communication with intake and pharmacy teams.

Care Transition Coordination & Collaboration

• Serve as the central clinical liaison coordinating communication between referral sources, intake, pharmacy, nursing, and operations teams.
• Proactively initiate transition planning to ensure seamless movement of patients from hospital to home or alternate site of care.
• Communicate patient readiness, clinical needs, and discharge timelines to internal teams to support timely start of care.
• Coordinate required medical supplies, equipment, and therapy resources to support safe discharge.
• Provide clinical input and oversight to ensure appropriate patient assessment and treatment planning.
• Act as a consistent point of contact among providers, patients, and internal teams throughout the transition process.

Performance, Reporting & Compliance

• Meet or exceed defined performance goals related to referrals supported, admissions, patient education activities, and therapy starts.
• Maintain accurate and timely documentation of patient interactions, education sessions, and transition activities.
• Participate in required patient tracking, therapy start monitoring, and reporting processes.
• Maintain confidentiality of patient and proprietary information in accordance with HIPAA and company standards.
• Adhere to all Amerita policies, regulatory requirements, accreditation standards, and clinical safety guidelines.
• Demonstrate professional collaboration and customer-focused service with patients, referral partners, and internal teams.
• Supervisory Responsibility: No