Nelson Toriano Email and Phone Number
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I am a compassionate and bold Customer Success Manager who builds authentic relationships with corporate clients by offering personalized solutions that drive business continuity and scalability.I am also an experienced real estate investor and financial expert in the areas of life insurance, annuities, and executive bonus plans.I possess over 20 years of experience leading business transformation across multiple industries, such as SaaS-based services, fitness and wellness, real estate, and financial health, insurance, and investment. Additionally, I am continuously recognized as a leader who creates impactful growth initiatives, develops centralized processes and playbooks, and provides clients with unmatched experiences and custom product offerings. My extensive experience leading teams across Asia, North America, and LATAM greatly informs my approach to global team management. I not only understand the nuances of connecting geographically disbursed teams but also value the unique and creative ideas that arise from building a culturally diverse workforce.My passion for technology, fitness, and finance has led me down a unique career and personal development path, which includes the following: - Assisting families with life insurance coverage, individuals with tax free retirement strategies, and business owners with tax saving vehicles while recruiting, rewarding, and retaining top talent.- Building an AI-driven project for Iconic Home Solutions that will revolutionize real estate marketing and lead generation. - Acknowledged by the National Academy of Sports Medicine as an Approved Continuing Education Provider when I ran my Coach Nelly Toriano Business. - Authoring “For the Fit but Poor Personal Trainer – A Guide on How to Make Money – Not Muscle – to Grow.”- Coaching 5 students into personal trainers and investors by participating in public speaking events on fitness, financial health, and career development. Lastly, I am a life-long learner. Whether it’s talking with industry leaders on podcasts about fitness, finance, or careers, or taking AI, entrepreneur, or business courses, I eagerly seek opportunities to expand my professional and personal skills.Key Strengths: Customer Relationship Management (CRM) | SaaS Product Adoption | Account Management & Growth | Cross-functional Team Leadership | Training & Coaching | Real Estate Acquisitions | Annuity and Life InsuranceLet’s connect! Or email me at nelson.e.toriano@gmail.com
Coach Nelly Toriano, Llc
View- Website:
- coachnellytoriano.com
- Employees:
- 451
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Chief Executive OfficerCoach Nelly Toriano, LlcSan Jose, Ca, Us
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Division ManagerFreedom Equity Group, Llc. (Official) Nov 2023 - PresentSan Jose, California, United States- Advocate for living benefits and tax-free retirement strategies, specializing in infinite banking concepts to empower families with financial literacy.- Achieve top-tier sales performance, surpassing annual revenue targets by 20% on average over the past five years.- Specialize in creating tailored insurance and annuity solutions for high-net-worth individuals and families, resulting in a client retention rate of over 90%.- Recognized for expertise in estate planning strategies, successfully helping clients navigate complex financial situations to secure their legacies.- Proven track record of cultivating and maintaining strong client relationships through personalized service and comprehensive financial guidance.- CA License #4327911 -
Senior Client Success ManagerMilestone Internet Marketing 2021 - PresentSanta Clara, Ca- Lead a client portfolio with a six-figure Total Contract Value (TCV); including onboarding, retention, and upsell activities for clients in the US, Dubai, and Seychelles.- Introduce SOPs for website template designs that incorporate industry-specific legal and regulatory requirements; innovated new websites with calendars, contracts, and legal implications for Marriott’s ~70 timeshare properties. - Steer 8-10 cross-departmental team members; execute multifaceted projects across hospitality, real estate, and nonprofit sectors as well as an enterprise website. - Build presentations, playbooks, and guidelines to support CSMs in managing enterprise clients; establish SOPs and centralized documentation processes for preferred clients’ custom projects and Statements of Work (SOW). - Onboard ~6 corporate customers monthly who are investing in multi-year contractual SaaS and enterprise products; oversee teams in India, the US, and Mexico focused on streamlining onboarding for schema markup service clients. - Maintain a ~4.75/5.0 CSAT score for 5 consecutive quarters; strategically handling up to 43 accounts, including co-managing Marriott Worldwide, which contributes ~10% of the company’s total revenue. - Grew from controlling 20 accounts to 43+ accounts, including preferred clients, due to consistent upselling; outperformed capacity, efficiency, and volume KPIs and sold new products.- Generated 30%+ YoY traffic increase; overhauled websites to introduce structured sitemaps and schema markups in addition to incorporating user cases, customer personas, and performance reports. - Earned HSMAI Hospitality Hero Award; led team in creating nonprofit website for first responders and disaster relief victims.- Cut customer project timelines from 12 to 8 weeks, reduced templated website launches from 8 to 6 weeks, and drove user dashboard adoption within first week of project rollout; employed agile and waterfall processes. -
Acquisitions / Dispositions ManagerIconic Home Solutions Sep 2021 - PresentCharlotte, North Carolina, United States- Integrate ChatGPT and CapriAI into a CRM to exceed lead generation KPIs month over month; CRM GoHighLevel and OpenAI delivers bot-created humanlike dialogue with recipients to alleviate manual calling while bolstering text outreach by 70%, increasing lead generation by 50%, and adhering to the 4-Pillar criteria: motivation, condition, time, and price. - Grow joint venture partnerships to increase market outreach; manage lists of wholesalers, real estate agents, and buyers nationwide; and increase production efficiency with CRM workflows in terms of letters of intent, purchasing agreements, and assignment contracts. - Ensured adequate and detailed deliverables per deal to mitigate transaction challenges; liase between stakeholders including sellers, cold callers, underwriters, legal teams, escrow representatives, and title companies, to obtain documents like mortgage statements, T-12s, foreclosure or forebearance documents, property photos, and inspection reports. - Streamlined calculators and other analytics tools to quickly identify and grow opportunities; serve as a trusted advisor to run comps, calculate maximum available offers, estimate repair costs, and determine other factors to forecast entry costs, cash-on-cash return, cash flow, and other ROI metrics.
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Program ManagerBaysport, Inc. 2014 - Aug 2023Los Gatos, California, United States- Oversee hiring and training for ~12 employees; including payroll, talent acquisition efforts, and recruiting events. - Manage a $50K+ annual budget per location, generating a 10% increase YoY; guide contract fulfillment while simultaneously exercising prudent control over budget and operational expenses. - Acquire ~5 new members weekly and host events with 300+ members achieving 0% attrition; introduce wellness programs, interactive onboarding experiences, and retention initiatives. - Expanded from 1 fitness center to 2; serve as a liaison to corporate clients – Infinera and Polycom. -
Chief Executive OfficerCoach Nelly Toriano, Llc 2015 - 2021San Jose, California, United States- Coached 5 students to personal trainers and investors; delivered financial wellness speeches to student associations and taught the fundamentals of financial markets in addition to being featured on numerous career, finance, and fitness podcasts. - Acknowledged by the National Academy of Sports Medicine as an Approved Continuing Education Provider; an achievement granted to <1% of NASM instructors nationwide. - Earned finalist status in 2 competitions across 4 categories.- Authored “For the Fit but Poor Personal Trainer – A Guide on How to Make Money – Not Muscle – to Grow;” generated a niche following. - Supervised virtual assistants across the Philippines, Bolivia, Columbia, and Nicaragua; developed a real estate investment coaching program to promote generational wealth and financial stability.
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Customer Success Team LeadMilestone Inc 2009 - 2014Santa Clara, California, United States- Spearheaded first in-house content writing team, hiring 20+ writers; defined job scope, SOPs, payroll, professional development plans, outsourcing, and trainings. - Oversaw a 7-member remote team spanning Chicago, Washington, DC, and Silicon Valley; established specialty team to effectively manage Wyndham Worldwide service line comprising an eight-figure TCV. - Won 4 awards, published 9x, and featured as a regular speaker at customer events, increasing company visibility and promoting organizational reputation and values. - Led SaaS product adoption among 40+ CSMs; by developing and promoting websites for Choice, IHG, and Marriott.
Nelson Toriano Skills
Nelson Toriano Education Details
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Stanford Innovation And Entrepreneurship Certificate -
Media Studies And Business Administration
Frequently Asked Questions about Nelson Toriano
What company does Nelson Toriano work for?
Nelson Toriano works for Coach Nelly Toriano, Llc
What is Nelson Toriano's role at the current company?
Nelson Toriano's current role is Chief Executive Officer.
What is Nelson Toriano's email address?
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What is Nelson Toriano's direct phone number?
Nelson Toriano's direct phone number is +151099*****
What schools did Nelson Toriano attend?
Nelson Toriano attended California State University-Hayward - School Of Business And Economics, Stanford University, University Of San Francisco.
What are some of Nelson Toriano's interests?
Nelson Toriano has interest in Children, Collecting Antiques, Electronics, Reading, Sports, The Arts, Collecting.
What skills is Nelson Toriano known for?
Nelson Toriano has skills like Email Marketing, Seo, Sem, Ppc, Google Analytics, Google Adwords, Social Media Marketing, Account Management, Online Advertising, Social Media, Web Content Management, Content Management.
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