Engagement Operations Professional Working PERA Retiree

University of Colorado•Aurora, CO

6d•Hybrid

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, coordinating vendor setup, and responding to payment-status and process inquiries. It combines high-volume communication, accurate data management, workflow coordination, and process improvement. The position ensures requests are promptly acknowledged, appropriately routed, consistently documented, and advanced through billing and payment workflows. It also maintains operational resources and records, prepares basic activity summaries, and identifies practical improvements to enhance service and transparency. The role is hybrid, with in-person attendance as needed for meetings.

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 a request is incomplete, unusual, sensitive, or outside the role’s authority.
Ability to work independently in a remote environment and collaborate effectively 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 using established procedures, templates, categories, and escalation pathways.
Review 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 and maintain records of request status, outstanding information, next steps, and completion.
Respond to routine questions about invoicing requirements, billing status, payment timing, and process expectations using approved templates and guidance.
Coordinate routine vendor setup communications, gather and route required forms or institutional information, and escalate tax, legal, compliance, or nonstandard requests.
Maintain accurate records across contracting and invoicing databases, transfer executed agreements into the invoicing workflow, and validate key agreement and billing fields.
Develop and maintain desk procedures, response templates, tracking tools, frequently asked questions, and other operational resources.
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.