Salesforce Portal Specialist: Client & Ops

AQR Capital Management; Greenwich (CT); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Annual discretionary bonus

Job summary

AQR Capital Management is seeking a Salesforce Portal Support to join the Operations Team. This role ensures Salesforce effectively supports client engagement, business development activities, workflow automation, and client requests.

Required: Bachelor's degree and 1-3+ years of hands-on Salesforce/CRM experience, strong communication, organizational skills, and attention to data confidentiality. Position offers competitive salary with discretionary bonus and excellent growth potential.

Qualifications

• Bachelor's degree in finance, business, information systems, or related field.
• 1-3+ years of hands-on Salesforce or CRM experience within a business-facing environment.
• Strong communication skills with the ability to work effectively with both technical and non-technical stakeholders.
• Proven ability to support Sales, Client, Business Development, or CRM-related business functions.
• Strong organizational skills.
• Attention to detail and commitment to data accuracy and confidentiality.

Responsibilities

• Manage users, profiles, roles, permission sets, security controls, and governance processes.
• Support data integrity through data imports, exports, audits, and ongoing data governance.
• Maintain system documentation, operating procedures, and platform best practices.
• Provide end-user support, training, and documentation to improve adoption and operational effectiveness.
• Onboard new users to the AQR Flex Porta built on the Salesforce platform.
• Respond to ad hoc requests from internal and external interested parties, such as PMs, compliance, finance, custodians, and administrators.
• Provide helpdesk support for staff using Salesforce and related tools.
• Troubleshoot system issues and respond to user requests.
• Support data imports and updates.
• Manage support ticket queues and SLAs.

Job description

AQR Capital Management is seeking a Salesforce Portal Support to join the Operations Team. This role ensures Salesforce effectively supports client engagement, business development activities, workflow automation, and client requests.

Required: Bachelor's degree and 1-3+ years of hands-on Salesforce/CRM experience, strong communication, organizational skills, and attention to data confidentiality. Position offers competitive salary with discretionary bonus and excellent growth potential.