Engagement Operations Professional

Job Summary:

The Engagement Operations Professional will support CU Anschutz Innovations in administering the post-execution billing and invoicing lifecycle for faculty and provider consulting engagements. They will help manage the CUI Consulting Billing shared inbox, which serves as a central communication pathway for reporting consulting hours, initiating customer billing, supporting vendor set-up, and responding to payment-status and process inquiries.

This role combines high-volume communication, careful data management, workflow coordination, and process improvement. They will help ensure requests are acknowledged promptly, routed appropriately, documented consistently, and advanced through the billing and payment process.

Key Responsibilities:

· Monitor and organize the CUI Consulting Billing shared inbox during assigned working hours, using established procedures, templates, categories, and escalation pathways.

· Review submissions from faculty, providers, and administrators reporting hours or services completed under executed consulting agreements; verify that required billing information is present and follow up on incomplete submissions.

· Prepare, coordinate, or route billing requests to the appropriate team member, and maintain clear records of request status, outstanding information, next steps, and completion.

· Respond to routine questions from providers, administrators, customers, and other partners regarding invoicing requirements, billing status, payment timing, and process expectations using approved communication templates and guidance.

· Coordinate routine vendor setup communications with third-party organizations, including gathering and routing required forms or institutional information while escalating tax, legal, compliance, or nonstandard requests to the appropriate staff member.

· Maintain accurate and complete records across the contracting and invoicing databases, including transferring executed agreements into the invoicing workflow and validating key fields such as parties, providers, rates, contract dates, billing contacts, payment terms, and engagement status.

· Develop and maintain desk procedures, response templates, tracking tools, frequently asked questions, and other resources that support consistent service and operational continuity.

· Analyze recurring questions, delays, handoff issues, and data-quality problems; recommend and help implement practical process improvements that reduce repetitive work and improve transparency for all parties.

· Prepare basic activity summaries and operational metrics, such as inquiry volume, response timeliness, aging items, incomplete submissions, and recurring issue categories.

Work Location:

Hybrid – this role is eligible for a hybrid schedule, as needed for in-person meetings.

Why Join Us:

CU Anschutz Innovations is an integral part of The University of Colorado’s Anschutz Medical Campus, a top-tier academic medical institution, collaborating with pioneering researchers, clinicians, staff, and external partners at the University of Colorado, staff at UCHealth and Children’s Hospital Colorado. Together, we power innovation by imagining, discovering and commercializing advanced healthcare solutions, including treatments, medical devices, and cutting-edge technologies.

Our mission at CU Anschutz Innovations is driven by the unique collaborative environment we operate in, and our guiding principle is to transform breakthrough discoveries and treatments into realities within an efficient ecosystem that accelerates their availability to patients. This approach not only empowers our partners to have an immediate and meaningful impact but also enhances the quality of life and outcomes for patients now and in the future, at both CU and beyond.

Qualifications:

Minimum Qualifications:

· A 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 with accuracy and timely follow-through.

Applicants must meet minimum qualifications at the time of hire.

Preferred Qualifications:

· 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.

Knowledge, Skills and Abilities:

· 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 while exercising sound judgment when a request is incomplete, unusual, sensitive, or outside the Fellow’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 proficiency with Excel for tracking, reconciliation, quality review, and basic reporting.

· Process-improvement mindset with the ability to identify repetitive work, communication gaps, and opportunities for standardization or automation.

· Discretion in handling confidential information and a commitment to ethical conduct, accountability, and service.

How to Apply:

For full consideration, please submit the following document(s):