Hybrid Account Operations & Enablement 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

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