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Posted 1mo ago•Carlsbad, California, United States
Capital Sales Coordinator
MiddleOn-site (Carlsbad)Salary undisclosed
Job Description
The Capital Sales Support Coordinator serves as a key operational partner to the Capital Sales organization, supporting commercial activities from initial customer engagement through order fulfillment and ongoing customer support. This role will coordinate critical sales processes, maintain commercial data integrity, and partner across Sales, Finance, Operations, Legal, and Service to ensure efficient execution throughout the customer lifecycle.
This position is ideal for a highly organized, detail-oriented individual who enjoys solving problems, improving processes, and supporting a dynamic commercial organization.
Essential Duties and Responsibilities
- Coordinate commercial activities throughout the sales process, ensuring timely execution and a high-quality customer experience.
- Prepare quotations for capital equipment, software, upgrades, service agreements, and related commercial offerings.
- Process capital equipment and service orders within the ERP system, coordinating customer setup, credit approvals, invoicing, and order fulfillment activities.
- Maintain accurate customer, opportunity, asset, territory, and contract information within Salesforce and other business systems.
- Coordinate customer onboarding activities, including vendor registration, customer setup, and commercial documentation requirements.
- Prepare, route, and track customer agreements, lease documentation, and oth
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