Salesforce Portal Support
- Location
- Greenwich, CT
- Listed
- 2 days ago
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.
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.
Equal opportunity and legal notices
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.
From Aqr's careers page, first listed on Rolev.ai on November 7, 2026. Rolev.ai is not the employer.
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Common questions
Where is the Salesforce Portal Support job at Aqr located?
This Salesforce Portal Support position at Aqr is located in Greenwich, CT. Always check Aqr's application page for specific state eligibility or relocation policies.
How do I apply for the Salesforce Portal Support position at Aqr?
This listing links directly to Aqr's Greenhouse application page. You can apply directly on Aqr's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Greenhouse application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.