Corporate Accounts Operations Specialist

Antech Diagnostics•Fountain Valley, CA

1d•$60,000 - $80,000•Onsite

About The Position

The Corporate Accounts Operations Specialist provides end-to-end administrative and process support to the Corporate Accounts team. This role coordinates client acquisitions, ownership changes, contract assumptions, and related CPQ workflows, ensuring requests are accurate, properly documented, and moved through each required approval and downstream process without unnecessary delay.

Requirements

Bachelor’s degree in business administration, finance, communications, sales operations, or a related field preferred; an equivalent combination of education and relevant experience will be considered.
Two or more years of experience in sales operations, deal desk, contract administration, account management support, customer operations, or a similar process-oriented role preferred.
Experience supporting enterprise or multi-location customers, client acquisitions, ownership changes, account conversions, or contract transitions is preferred.
Experience working in CPQ, CRM, contract lifecycle management, ERP, customer master data, or ticketing/workflow systems is preferred; Oracle CPQ and ServiceNow experience are a plus.
Intermediate proficiency in Microsoft Excel, Word, Outlook, PowerPoint, and Teams; experience with Smartsheets, or similar tracking tools is a plus.
Familiarity with Antech’s operations, systems, culture, and corporate account structure is highly desirable.
Strong organizational and project-coordination skills, with the ability to manage a high volume of concurrent requests, deadlines, and dependencies.
Exceptional attention to detail and commitment to data, contract, and system accuracy.
Working knowledge of sales processes, contracts, account hierarchies, approvals, and cross-functional business workflows.
Ability to learn and navigate complex systems and processes, identify the correct next step, and recognize when an issue requires escalation.
Proactive follow-through and a strong sense of ownership; able to keep work moving with limited supervision.
Clear written and verbal communication skills, including the ability to explain processes and requirements to stakeholders with varying levels of system knowledge.
Strong interpersonal skills and the ability to build effective working relationships across Sales, Legal, Finance, Operations, IT, and other functions.
Sound judgment, problem-solving ability, and comfort working through incomplete or conflicting information.
Ability to handle confidential customer, contract, pricing, and business information with discretion.
Adaptability and composure in a fast-paced environment with changing priorities and time-sensitive client transactions.

Nice To Haves

Oracle CPQ and ServiceNow experience are a plus.
Experience with Smartsheets, or similar tracking tools is a plus.
Familiarity with Antech’s operations, systems, culture, and corporate account structure is highly desirable.

Responsibilities

Serve as the central intake and coordination point for Corporate Accounts requests involving acquisitions, ownership changes, new or closed locations, transfers, divestitures, and account restructures.
Review requests and supporting documentation to determine the required workflow, approvals, and contract documents, including whether an assumption letter, amendment, or new agreement is needed.
Create, update, and monitor CPQ opportunities including monitoring the approval process. Verify completeness and accuracy before advancing requests.
Maintain a transaction tracker showing status, owner, due dates, dependencies, open items, and next steps for each request.
Proactively follow up, resolve routine process gaps, and escalate aging, blocked, or high-risk items before they stall in CPQ or downstream systems.
Guide Corporate Sales team members through process steps, documentation requirements, and cross-functional handoffs.
Perform post-completion quality checks to confirm approved changes are accurately reflected across CPQ, CRM/CMS, customer master data, billing, and other relevant systems.
Develop and maintain standard operating procedures, process maps, templates, checklists, job aids, and training materials for recurring Corporate Accounts transactions.
Prepare recurring and ad hoc reporting on request volume, backlog, cycle time, completion rates, exceptions, and recurring bottlenecks; identify opportunities to improve process efficiency and visibility.
Support user acceptance testing and provide business feedback for CPQ or workflow enhancements that affect Corporate Accounts processes.
Provide additional administrative and project support to the Corporate Accounts and Sales Operations teams as business needs evolve.