Training and Commercial Operations Coordinator

• Location 10800 MIDLOTHIAN TPKE STE 209,NORTH CHESTERFIELD, VA, ,United States

InSource Solutions is a leading industrial software solutions provider and a trusted partner of AVEVA, a global leader in engineering and industrial software. Leveraging AVEVA's portfolio and the portfolios of our other partners, we specialize in delivering cutting-edge services and solutions that empower businesses across various industries to optimize their operations, improve efficiency, and achieve their digital transformation goals.

The Training and Commercial Operations Coordinator is responsible for the end-to-end coordination and administration of InSource's training programs while also supporting sales and operations teams with customer onboarding and commercial account setup.

This role serves as the primary point of contact for training registrations, inquiries, scheduling, payment coordination, and logistics, helping ensure a seamless experience for students while supporting trainers in delivering an organized and financially effective training operation.

The Training and Commercial Operations Coordinator also supports customer onboarding activities, including documentation collection, credit checks, insurance compliance, and account setup. By coordinating closely with Sales, Finance, Operations, Marketing, and Client Success, this role helps ensure customer accounts are properly established and compliant before order processing begins.

Success in this role requires strong organization, attention to detail, customer service, cross-functional collaboration, and the ability to manage multiple deadlines and stakeholders across both training and commercial operations.

• Training Calendar and Scheduling: Collaborate with the VP of Client Success and dedicated trainers to develop and maintain the annual training calendar. Partner with Marketing to keep the training schedule on the company website current, including providing the finalized annual schedule and communicating timely updates when classes are cancelled or reach capacity.
• Class Enrollment Management: Work with the VP of Client Success and trainers to identify under enrolled classes and determine whether cancellation is appropriate. As a general guideline, classes with fewer than four registrants two weeks before the start date may be considered for cancellation. Notify registered students of cancellations and proactively provide alternative options.
• Training Registration Processing: Process inbound training registrations received through the company website and direct email. Ensure each registration includes valid payment or an authorized coupon and confirm enrollment only after applicable requirements are satisfied.
• Payment and Coupon Administration: Process credit card payments directly, prepare quotes for purchase-order or invoice-based registrations, and process resulting purchase orders. Validate training coupons against authorized coupon types, including unlimited training subscriptions and System Integrator seats.
• Prerequisite Validation: Review and validate student prerequisites for classes that require them before confirming enrollment.
• Training Sales Support: Create training quotes in support of active sales opportunities and respond promptly to training inquiries received through the website and direct email.
• Third-Party Training Administration: Coordinate pass-through training registrations with third-party providers such as AVEVA and Ocean Data Systems. Register students with the provider, create associated quotes, process purchase orders, invoices, or credit card payments, and facilitate payment to third-party providers in…