Account Operations Specialist

Toddstreet; New York (NY); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Comprehensive Benefits: Medical,Dental

401(k)

Job summary

toddstreet, based in the New York tri-state area, seeks an Account Operations Specialist to support Account Directors by researching clients, preparing materials, coordinating logistics, and maintaining CRM data. This role collaborates with senior leaders and internal teams to turn ideas into effective client work.

This position requires in-person collaboration in the tri-state area and occasional travel to client locations; compensation ranges from $80,000 to $100,000 annually, with base pay

Qualifications

• 4–7 years experience in account operations, account support or sales enablement in an agency or professional services environment
• Experience coordinating and enabling account activity and client conversations
• Proficiency in client research, CRM data management, RFP/RFI drafting, and using AI or automation tools to work efficiently
• Strong written communication and ability to organize content and materials
• Ability to work independently with strong follow-through and partnership with senior account leaders

Responsibilities

• Research existing and prospective clients to support account planning and client conversations
• Prepare materials for account reviews, sales efforts and internal planning
• Develop and customize sales and capability materials, keeping content accurate and organized
• Draft RFP and RFI responses, pulling from relevant existing content
• Keep account and opportunity data in our CRM accurate and organized
• Coordinate logistics and preparation for client meetings and onsite engagements
• Support Account Directors with prioritization and coordination so they stay focused on the right work

Skills

Account operations

CRM data management

RFP & RFI drafting

Communication & writing

Organization

Tools

CRM software

AI tools

Job description

Support the Account Directors who build and grow our client relationships.

At toddstreet, we start with the audience. We think about what people need to understand, feel, experience, and do, then build the strategy, content, and experiences that make it happen. We specialize in live B2B corporate meetings and events for Fortune 500 clients in healthcare, pharmaceuticals and financial services.

Based in the New York tri-state area, we’re looking for an Account Operations Specialist to keep our Account Directors prepared, informed and organized as they manage client relationships and pursue new business. In this role, you’ll own the research, preparation, coordination and operational follow-through behind account activity — an individual contributor working alongside senior account leaders rather than owning client relationships or strategy — partnering with the Account Directors, the Managing Director of Account Strategy and our creative and strategy teams to help turn ideas into work that connects with audiences and delivers real results.

In this role, you will:

• Research existing and prospective clients to support account planning and client conversations
• Prepare materials for account reviews, sales efforts and internal planning
• Develop and customize sales and capability materials, keeping content accurate and organized
• Draft RFP and RFI responses, pulling from relevant existing content
• Keep account and opportunity data in our CRM accurate and organized
• Coordinate logistics and preparation for client meetings and onsite engagements
• Support Account Directors with prioritization and coordination so they stay focused on the right work

What You Bring:

Education: No specific degree required

Experience: 4–7 years in account operations, account support or sales enablement, in an agency or professional services environment

Expertise: Client research, CRM data management, sales and capability materials, RFP and RFI drafting, and AI or automation tools used to work efficiently

Client & Team Partnership: Supporting senior account leaders, managing priorities across a team, and working independently with strong follow-through

Key Skills: Organization, attention to detail, clear writing, sound judgment, and anticipating what the team needs next

Credentials: None required

This hybrid role requires scheduled in-person collaboration, so candidates must be based in the tri-state area and able to commute as needed to New York City and to client locations in New Jersey, Connecticut and the Boston area.

Compensation:

The anticipated base salary range for this position is $80,000 to $100,000 annually. Actual compensation will be determined based on factors including experience, skills, qualifications, and geographic location.

Why toddstreet?

• Audience Obsessed: Everything starts with understanding the people we’re trying to reach and creating work that connects with them.
• Work That Matters: Help create events, communications, and learning experiences tied to important moments for our clients and their audiences.
• Creative Collaboration: Work alongside strategists, creatives, designers, producers, account leaders, and other talented people who care deeply about getting the work right.
• Room to Think and Build: Bring your perspective, challenge assumptions, solve problems, and help make the work better.
• More Possibility: As a proud part of The Expo Group, toddstreet combines the creativity and entrepreneurial spirit of an experiential agency with expanded resources, capabilities, and national reach.
• Comprehensive Benefits: Medical, dental, vision, 401(k), and more.

Great work starts with great people.

toddstreet | Proudly part of The Expo Group

As part of our commitment to a safe and healthy workplace, toddstreet and The Expo Group maintain a drug-free workplace policy. All candidates must pass a drug test prior to employment.

toddstreet is an audience-obsessed creative agency that helps organizations connect with people through meaningful events, communications, and learning experiences. We bring strategy, creativity, content, and production together to create work that informs, engages, and inspires action. toddstreet is proudly part of The Expo Group, expanding the resources, capabilities, and reach we can bring to our clients.

Learn more at www.toddstreet.com and www.theexpogroup.com.