Salesforce Portal Support

Skills this role screens for

About the role

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 work

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.

The work

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.

Also

What You’ll Bring

Also

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.

Nice to have

Preferred

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.

• 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.