Engagement Operations Professional
About The Position
The Engagement Operations Professional will support CU Anschutz Innovations by administering the post-execution billing and invoicing lifecycle for faculty and provider consulting engagements. The role helps manage the CUI Consulting Billing shared inbox, a central channel for reporting consulting hours, initiating customer billing, supporting vendor setup, and answering payment-status and process questions. This position combines high-volume communication, careful data management, workflow coordination, and process improvement. The professional helps ensure requests are acknowledged promptly, routed appropriately, documented consistently, and progressed through billing and payment workflows. The position is temporary and limited to no more than nine months. It is eligible for a hybrid schedule as needed for in-person meetings. CU Anschutz Innovations is part of the University of Colorado’s Anschutz Medical Campus and collaborates with researchers, clinicians, staff, and external partners to develop and commercialize healthcare solutions. Its mission is to transform discoveries and treatments into realities through an efficient ecosystem that accelerates their availability to patients. The hiring range is $25 to $30 per hour. Temporary employees are eligible only for sick leave benefits.
Requirements
- Bachelor’s or advanced degree from an accredited institution in business, finance, accounting, public administration, health administration, information systems, communications, or a related field.
- Experience using Microsoft Outlook, Excel, Word, and shared electronic records or databases.
- Demonstrated experience managing detailed tasks, written communications, or administrative workflows accurately and with timely follow-through.
- Exceptional written communication and customer-service skills, including the ability to provide clear, professional, and timely responses to varied stakeholders.
- Strong attention to detail and commitment to accurate, complete, and well-documented records.
- Ability to prioritize competing requests, monitor open items, meet deadlines, and escalate issues appropriately.
- Ability to follow established procedures and exercise sound judgment when requests are incomplete, unusual, sensitive, or outside the role’s authority.
- Ability to work independently in a remote environment and collaborate with finance, contracting, administrative, and program team members.
- Strong organizational and analytical skills, including Excel proficiency for tracking, reconciliation, quality review, and basic reporting.
- Process-improvement mindset and ability to identify repetitive work, communication gaps, and opportunities for standardization or automation.
- Discretion in handling confidential information and commitment to ethical conduct, accountability, and service.
Nice To Haves
- Experience with billing, invoicing, accounts receivable, vendor onboarding, contract administration, customer service, or professional-services operations.
- Experience managing a shared inbox, ticket queue, customer relationship management system, or other high-volume request channel.
- Experience improving a process, documenting a workflow, creating templates, or analyzing operational data.
- Familiarity with university, healthcare, research, technology transfer, or consulting environments.
Responsibilities
- Monitor and organize the CUI Consulting Billing shared inbox during assigned working hours, following established procedures, templates, categories, and escalation pathways.
- Review faculty, provider, and administrator submissions reporting hours or services completed under executed consulting agreements; verify required billing information and follow up on incomplete submissions.
- Prepare, coordinate, or route billing requests to the appropriate team member and track request status, outstanding information, next steps, and completion.
- Respond to routine questions from providers, administrators, customers, and other partners about invoicing requirements, billing status, payment timing, and process expectations using approved templates and guidance.
- Coordinate routine vendor setup communications with third-party organizations, gathering and routing required forms or institutional information and escalating tax, legal, compliance, or nonstandard requests.
- Maintain accurate and complete records in contracting and invoicing databases, including transferring executed agreements into the invoicing workflow and validating key fields.
- Develop and maintain desk procedures, response templates, tracking tools, FAQs, and other resources to support consistent service and operational continuity.
- Analyze recurring questions, delays, handoff issues, and data-quality problems; recommend and help implement process improvements.
- Prepare basic activity summaries and operational metrics, including inquiry volume, response timeliness, aging items, incomplete submissions, and recurring issue categories.
Benefits
- Temporary employees are eligible for sick leave benefits.
