Salesforce Portal Support

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

About AQR Capital Management

AQR is a global investment firm built at the intersection of financial theory and practical application. We strive to deliver concrete, long-term results by looking past market noise to identify and isolate the factors that matter most, and by developing ideas that stand up to rigorous testing. By putting theory into practice, we have become a leader in alternative strategies and an innovator in traditional portfolio management since 1998.

At AQR, our employees share a common spirit of academic excellence, intellectual honesty and an unwavering commitment to seeking the truth. We're determined to know what makes financial markets tick - and we'll ask every question and challenge every assumption. We recognize and respect the power of collaboration and believe transparency and openness to new ideas leads to innovation.

About AQR Capital Management

AQR is a global investment management firm built at the intersection of financial theory and practical application. We strive to deliver superior, long-term results for our clients by seeking to filter out market noise to identify and isolate what matters most, and by developing ideas that stand up to rigorous testing. Underpinning this philosophy is an unrelenting commitment to excellence in technology - powering our insights and analysis. This unique combination has made us leaders in alternative and traditional strategies since 1998.

About Operations

Operations has a diverse set of responsibilities, including settling and recording thousands of transactions per day, identifying, and mitigating all operational risk, and partnering with technology to develop and implement low touch, streamlined processes. The Operations department continually seeks ways to improve while actively supporting the development of new business, structures, and markets.

The Role

We are seeking a Salesforce Portal Support to join the Operations Team. This role is responsible for ensuring Salesforce effectively supports client engagement, business development activities, workflow automation, and client requests.

Key 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.

What You'll Bring

Required:

• 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.

Preferred:

• Financial services experience is a plus.
• Proficient in Excel, Microsoft Office Suite.
• Strong Excel skills and comfort working with datasets.
• Salesforce administrator certification is not required.

AQR is an Equal Opportunity Employer. EEO/VET/DISABILITY

The salary range for this role is expected to be $75,000 to $85,000. This is the range that we in good faith believe is accurate for this role at the time of this posting. We may ultimately pay more or less than the posted range, depending upon factors such as skills, experience, location, or other business and organizational needs. This wage range may also be modified in the future.

This job is also eligible for an annual discretionary bonus.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.