Customer Finance Operations Specialist

Job Description

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.