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Remote Capital Planning Jobs in Ladera Ranch, CA

Process capital equipment and service orders within the ERP system, coordinating customer setup ... and remote access requests. * Track equipment deliveries, installations, and installed base ...

Process capital equipment and service orders within the ERP system, coordinating customer setup ... and remote access requests. * Track equipment deliveries, installations, and installed base ...

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Remote Capital Planning information

See Ladera Ranch, CA salary details

$59.5K

$109.7K

$166.9K

How much do remote capital planning jobs pay per year?

As of Aug 29, 2026, the average yearly pay for remote capital planning in Ladera Ranch, CA is $109,724.00, according to ZipRecruiter salary data. Most workers in this role earn between $88,800.00 and $123,800.00 per year, depending on experience, location, and employer.

What is remote capital planning?

Remote capital planning is the process of managing and allocating financial resources for large projects or investments from a location outside of the traditional office environment. Professionals in remote capital planning use digital tools to analyze, forecast, and prioritize capital expenditures across an organization. This role often involves collaborating with stakeholders through virtual meetings, preparing financial models, and ensuring projects align with organizational goals. Remote work allows capital planners to access and manage data securely from anywhere, increasing flexibility and efficiency.

What are the key skills and qualifications needed to thrive as a remote capital planning professional?

To excel in Remote Capital Planning, you need strong financial analysis, forecasting, and budgeting skills, typically supported by a degree in finance, accounting, or a related field. Familiarity with financial modeling tools like Excel, enterprise resource planning (ERP) systems, and project management software is often required. Excellent communication, problem-solving, and organizational skills are important for collaborating with diverse teams and managing multiple projects remotely. These skills ensure accurate capital allocation, effective resource management, and successful long-term financial planning from a remote setting.

How does a remote capital planning professional typically collaborate with cross-functional teams to develop investment strategies?

In a Remote Capital Planning role, professionals often collaborate with finance, operations, and project management teams through virtual meetings and digital collaboration tools. Regular communication is essential to gather data, align on priorities, and ensure capital allocation aligns with organizational goals. They may also coordinate with external stakeholders, such as vendors or consultants, to analyze investment opportunities and risks. Effective remote teamwork relies on clear documentation, timely updates, and proactive engagement to drive successful capital planning outcomes.

What is the difference between Remote Capital Planning vs Remote Financial Analyst?

AspectRemote Capital PlanningRemote Financial Analyst
Required credentialsBachelor's in Finance, Economics, or related field; often certifications like CFABachelor's in Finance, Accounting, or related; certifications like CFA or CPA beneficial
Work environmentCorporate finance teams, strategic planning departments, often in large organizationsFinancial departments, investment firms, corporate finance teams
Employer & industry usageUsed in industries with large capital projects, infrastructure, or real estateWidely used across finance, investment, and corporate sectors

Remote Capital Planning focuses on strategic allocation of capital resources and long-term financial planning, often involving large-scale projects. Remote Financial Analysts analyze financial data, prepare reports, and support investment decisions. While both roles require strong financial skills and certifications, Capital Planning emphasizes strategic resource allocation, whereas Financial Analysts focus on data analysis and reporting.

What cities near Ladera Ranch, CA are hiring for Remote Capital Planning jobs?

Cities near Ladera Ranch, CA with the most Remote Capital Planning job openings:

Infographic showing various Remote Capital Planning job openings in Ladera Ranch, CA as of June 2026, with employment types broken down into 86% Full Time, 7% Part Time, 2% Temporary, and 5% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $109,724 per year, or $52.8 per hour.

Capital Sales Coordinator

Alphatec Spine

Carlsbad, CA โ€ข Remote

Full-time

Posted 18 days ago


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.

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.