Equity Fund Manager

5 days ago


Walnut, California, United States DAIKIN COMFORT TECHNOLOGIES MFG LP Full time
Job Description

We are seeking a highly skilled Equity Fund Manager to join our team at DAIKIN COMFORT TECHNOLOGIES MFG LP. This is a critical role that will be responsible for managing day-to-day operations in the Private Equity contractor channel, focusing on residential AOR and inverter technology.

  • This role involves establishing brand strategies, pricing, and programs to maximize position due to acquisitions.
  • You will work closely with PE firms, divisions, and corporate departments to achieve onboarding, program utilization, local support, and SOW goals.
Key Responsibilities:
  • Sales efforts to achieve budgetary goals and revenue guidelines.
  • Solicit new and existing PE accounts through Zooms and in-person meetings.
  • Participate in weekly business review meetings, training, and sales-related meetings.
  • Develop knowledge of PE market trends, competition, and customers.
  • Recommend improvements to service and expand local successes.
  • Identify market trends and improve customer satisfaction and loyalty.
  • Communicate company vision and direction.
  • Participate in sales and marketing planning meetings.
  • Identify competitor activities and industry trends.
  • Develop best practices for client relationships.
  • Identify untapped market opportunities.
  • Assist in developing action plans and initiatives.
  • Monitor implementation and progress of initiatives.
  • Establish processes and procedures to manage customers.
  • Coordinate product training with suppliers and associations.

This role requires anticipate internal and external business challenges and recommend process improvements. Solve complex problems with broad impact on the business. Contribute to functional strategy development. Lead teams or projects to achieve milestones and objectives.



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