Customer Finance Operations Specialist at Intuitive — Sunnyvale, CA

Primary Function of Position:

The Customer Finance Operations Specialist supports the administration of customer finance agreements throughout the contract lifecycle, including customer onboarding, lease billing, contract updates, and end-of-term transactions. Working closely with Sales, Finance, Customer Service, and Accounts Receivable teams, this role helps ensure accurate processing, efficient operations, and a positive customer experience.

Role and Responsibilities:

• Lease Billing
• Lease Onboarding
• FMV & Post Lease Billing
• Amendments
• Manage the customer onboarding process for new customer finance contracts and maintain customer contact database.
• Input customer contact information into Salesforce.
• Partner with Director of Customer Finance to revise Customer Finance onboarding materials and process.
• Execute onboarding process with each customer.
• Facilitate and process system moves for Intuitive assets.
• Coordinate system moves of Intuitive assets by seeking approval from Customer Finance Leadership.
• Work with Commercial Team and Service Contracts Team to complete necessary agreements that document system moves.
• Collaborate with Accounts Receivable to ensure timely billing and collections of invoices for Intuitive assets.
• Lead a bi-weekly Customer Finance Aging call to identify delinquent customers.
• Align with AR on customers the Customer Finance Manager will be responsible for contacting to resolve billing issues and past due payments.
• Generate weekly invoices for lease billing through collaboration with AR, Pricing, Revenue, and Customer Service. Send invoices to hospital contact and partner with AR to ensure invoices are paid.
• Responsible for customer and operations support for the US and Europe.
• Ability to complete Customer Finance calculator and populate CLM to support the US and European Area Finance Managers.
• Deep understanding of our business systems to assist internal teams in processing deals (i.e. new transactions, amendments, EOT, etc.).
• Manage Intuitive’s involvement in the secondary market and facilitate third party buyout events.
• Complete documents to process buyouts and third-party acquisitions.
• Assist in the Coordination of System Reprocessing Charges related to Intuitive systems sold and relocated in third-party market.

Required Skills and Experience

• 4+ years of relevant work experience in Customer Finance, Lease/Contract Administration, or Sales Operations roles
• Contract and billing knowledge
• Ability to develop deep understanding of Intuitive’s products and value proposition
• Awareness and ability to implement best practices in Customer Finance Operations
• Comfortable working in Excel
• Desire to work in a dynamic, fast-paced organization
• Excellent verbal and written communication skills
• Strong collaborator; focus on process integration and optimization
• Attention to detail and efficiency
• Ability to discern insights from data analysis and simplify the complex
• Available for occasional travel, which may include international locations
• This role requires working onsite in our Sunnyvale, CA office Tuesday, Wednesday, and Thursday every week

Required Education and Training

• Bachelor’s degree

Preferred Skills and Experience

• Working knowledge of CLM or similar Salesforce based system
• Healthcare industry experience
• Understanding of hospital purchasing processes

#WeAreIntuitive #LI-HYBRID

Mandatory Notices