Capital Sales Coordinator

Capital Sales Support Coordinator

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 other commercial contracts.
• Partner with Legal to facilitate contract reviews and manage customer contract revisions.
• Manage service agreement renewals by monitoring contract expirations, preparing renewal documentation, and supporting customer retention efforts.
• Partner with Sales, Finance, Operations, Service, and Legal teams to ensure timely execution of commercial activities.
• Coordinate customer compliance requirements, including IT assessments, cybersecurity documentation, risk reviews, and remote access requests.
• Track equipment deliveries, installations, and installed base information to support accurate commercial reporting.
• Prepare recurring sales reports, presentations, and operational updates for Sales leadership.
• Maintain accurate commercial data and ensure data integrity across CRM and ERP systems.
• Identify opportunities to improve commercial processes, reporting accuracy, and operational efficiency.
• Support onboarding and administrative activities for new members of the Capital Sales organization.
• Perform other duties as assigned.