Training & Onboarding Operations Specialist

InSource Solutions Group; Chesterfield Court House (VA); Hybrid; USD 48,000 - 68,000; Full time

Job summary

InSource Solutions Group is seeking a Training and Commercial Operations Coordinator to manage training registrations, scheduling, payments, and onboarding. You will support cross-functional teams across Sales, Finance, Operations, Marketing, and Client Success to ensure compliant, timely onboarding and order processing.

The role requires strong organization, attention to detail, and excellent customer service, with experience in training administration and ERP/CRM systems.

Qualifications

• 2+ years in training administration, operations coordination, or a similar customer-facing administrative role.
• Experience processing orders, quotes, purchase orders, and invoices.
• Experience coordinating customer registrations, payments, scheduling, or logistics.
• Experience supporting customer onboarding and account setup processes is preferred.
• NetSuite experience is strongly preferred.
• Experience with third-party vendor coordination, training providers, or supplier administration is beneficial.

Responsibilities

• Training Calendar and Scheduling: Develop and maintain the annual training calendar; coordinate website updates and notify about cancellations or capacity limits.
• Class Enrollment Management: Identify underenrolled classes and decide on cancellations; notify students and offer alternatives.
• Training Registration Processing: Handle registrations from website and email; ensure valid payment or coupon and confirm enrollment.
• Payment and Coupon Administration: Process payments, prepare quotes, and handle purchase orders and invoices.
• Prerequisite Validation: Verify student prerequisites before enrollment confirmation.
• Training Sales Support: Create quotes to support sales opportunities and answer training inquiries.
• Third-Party Training Administration: Coordinate registrations with AVEVA and Ocean Data Systems; process payments and invoices.
• Training Materials and Logistics: Manage manuals inventory and ship materials before classes; update NetSuite with URLs.

Skills

Organizational skills

Communication skills

Attention to detail

Customer service

Process compliance

Cross-functional collaboration

Proactive communication

Risk management

Adaptability

Record keeping

MS Word & Excel

ERP/CRM proficiency

Customer experience focus

Tools

ERP/CRM systems

Job description

InSource Solutions Group is seeking a Training and Commercial Operations Coordinator to manage training registrations, scheduling, payments, and onboarding. You will support cross-functional teams across Sales, Finance, Operations, Marketing, and Client Success to ensure compliant, timely onboarding and order processing.

The role requires strong organization, attention to detail, and excellent customer service, with experience in training administration and ERP/CRM systems.