Daniel Cosceli

Sales Planning & Business Process leader turning data, process and AI into predictability, efficiency and growth for sales operations. Over 10 years across Planning, Performance and Analytics, I have led teams and initiatives in forecasting, demand planning, KPI governance, variable compensation and process redesign, partnering with commercial and executive leadership to steer performance and evolve operating models. I build and scale automation and AI solutions for the commercial operation, using Claude, Gemini, ChatGPT, n8n and Make to automate routines, create AI agents and accelerate decisions.

Background across fintechs and multinationals in education, consumer goods, gas, energy and technology, with consistent impact on performance, efficiency and growth.

Sales

Operations | Revenue Operations | Business Intelligence | Process Automation | Data-Driven Strategy | AI for Business

Sales Planning & Business Process Coordinator at Creditas (2026-07 – Present)

I lead Planning and Business Process for the Home Equity BU, connecting data, commercial planning and processes to bring predictability, speed and scale to the sales operation. I drive end-to-end automation of the operation: redesigning commercial pipelines and workflows, automated reporting, demand queue management and AI agents that eliminate rework, free up team capacity and accelerate decisions. I manage a team of analysts and work side by side with senior leadership and partner areas to prioritize initiatives and make data-driven decisions.

• Transforming the operation with AI and automation: agents, automated workflows and analytics applied to sales, processes and planning;
• Continuous improvement of the commercial pipeline, with workflow redesign and reduced rework;
• Governance and prioritization of the demand queue, with AI agents to scale service;
• Leading the commercial planning cycle: goals, forecasts and performance tracking across channels;
• Integrated executive view of KPIs, with automated and reliable reporting for leadership;
• Structuring the variable compensation model, aligning incentives with business results;
• Leading cross-functional initiatives across Sales, Funding, Legal, CRM and Credit to unlock revenue growth;
• Developing and managing a high-performance team (people, backlog and prioritization).

Performance Specialist at Creditas (2025-12 – 2026-07)

Strategic Performance role, leading Analytics and Planning initiatives directly with the VP of Sales, CX, and Collections and the Head of Partnerships. Responsible for ensuring data reliability, consolidating executive-level insights, and generating impact across both areas. VP: integrating metrics and performance indicators across Sales, Collections, and CX, supporting prioritization and execution of initiatives across different BUs.

Partnerships: focused on developing strategies to enhance partner activation, productivity, and performance.

• Structuring, governing, and automating strategic data to ensure consistency and reliability;
• Consolidating and standardizing KPIs for an integrated executive view;
• Creating reports and collaborating with BUs to centralize data via automation and databases;
• Identifying opportunities for growth, operational efficiency, and revenue expansion;
• Application of Artificial Intelligence and analytics automation techniques for continuous process improvement, generation of predictive insights, and increased efficiency in strategic decision-making.

Analytics & Planning Coordinator at Creditas (2025-03 – 2025-12)

Responsible for Strategic Analytics and Planning across Rentals (Garantia Locatícia) and Home Fin, focusing on data governance, financial predictability, and commercial performance.

• Data structuring and consolidation to support executive decision-making;
• Development of more accurate and reliable forecasting models;
• Definition and management of financial and commercial KPIs;
• Strategic review of variable compensation for the commercial team;
• Generation of insights to optimize revenue, operational efficiency, and sustainable growth.

Business Development Specialist at Creditas (2024-07 – 2025-03)

Strategic role within the Rentals (Garantia Locatícia) product, focused on performance, data structuring, and financial optimization.

• Data restructuring and database organization;
• Development and automation of management dashboards;
• Definition, monitoring, and analysis of KPIs (Collections, Provision for Doubtful Debts – PDD, Portfolio, Delinquency, and Recovery);
• Interface with credit recovery tools (e.g., Recupera);
• Support in restructuring collections strategies (segmentation by delinquency buckets);
• Performance analysis and data-driven insights for decision-making;
• Partnership with Collections team to optimize processes and operational efficiency.

Sales Planning & Performance Coordinator at Creditas (2023-08 – 2024-07)

Sales Planning & Performance Analyst Sr activities, with management of the Planning team (people, backlog and prioritization), optimization of commercial flows for BU Home Equity and of commercial capacity, absorption of new Planning areas (RM, B2B2C, CX), improvement of B2B dashboards and processes, and creation of a new variable remuneration model for CX.

• Sales Planning & Performance Analyst Sr activities;
• Management of the Planning team (people, backlog and prioritization);
• Optimization of commercial flows for BU Home Equity;
• Optimization of commercial capacity;
• Absorption of new Planning areas (RM, B2B2C, CX);
• Improvement in B2B dash's/processes;
• Criation of new variable remuneration model for CX.

Sales Planning & Performance Analyst Sr at Creditas (2021-04 – 2023-08)

Restructuring of the CX team’s data and flows, reformulation and validation of the variable remuneration of Home Equity, improvements in KPI dashboards for BU Home, creation of new commercial flows for BU Home focused on efficiency gains aligned with the BU’s strategy, projection of BU costs, achievements and contracts, support to the commercial director with management panels, and ad hoc analyses and action plans for the commercial team.

• Restructuring of the CX team's data/flows;
• Reformulation and validation of the variable remuneration of Home Equity;
• Improvements in KPI dash's for BU Home;
• Creation of new commercial flows for BU Home;
• Focus on efficiency gains according to the BU's strategy;
• Projection of BU costs, achievements and contracts;
• Support to the commercial director with management panels;
• AdHoc analysis and action plans in the commercial team.

Performance Analyst at Comgas (2020-08 – 2021-04)

• Direct involvement on annual goals planning;
• Segment performance analysis (residential and industrial);
• Reported data quality assurance;
• Support on data automation projects.

Business Intelligence Analyst at Pearson Brazil (2019-04 – 2020-08)

In the last 6 months was part of the BI team. Ensured the sanitation and restructuring of the database, standardizing views, provided intelligence to the dashboards and agile decision making. In addition, responsible for automating reports in Tableau and SQL, according to the needs of each BU.

• Planning and Performance Analyst Jr activities;
• Analysis: billing and backlog / performance of the sales team / P&L;
• Construction and monitoring of the results of the business unit (P1A, Q’s);
• Optimization of the language product catalog (ELT), maximizing results and minimizing costs;
• Price list review according to market;
• Replicate productivity monitoring to another BU (K12);
• Support to the brand director, with AdHoc analysis and action plans;
• Creation of follow-ups for action plans, focused on achieving the goals;
• Training of new employees in the area;
• KPI tracking;

Planning & Performance Analyst Jr at Pearson Brazil (2018-02 – 2019-04)

• Planning and Performance Intern activities;
• Demand planning for SKU from Pearson English and Pearson Universities;
• Analysis and reports of strategic data;
• Template for sales reports (VP), with AdHoc analysis, KPIs and routine monitoring;
• Creation of performance panels supporting the management of sales teams;
• Support for improvement projects in the sales process and CRM (Salesforce);
• Daily reports and AdHoc revenue analysis;
• Support to the B2C ecommerce withdrawal project for restructuring sales channels at BU Education;
• PO entry analysis;
• Revenue forecast, OPEX and global launches.

Planning & Performance Intern at Pearson Brazil (2016-05 – 2018-01)

• Assist in the design of process flow in the area;
• Support at Pearson English events;
• Create new KPIs to support decision making;
• Assist in the development of CRM improvement projects, ensuring better use of the platform and data;
• Mapping of the business unit portfolio;
• Consolidation of competition data;
• Support to the manager in the development of strategic projects.

Sales Intelligence Intern at Unilever (2015-08 – 2016-04)

• Assist in collecting information on sales innovations;
• Monitoring the management of sales and performance indicators;
• Monitoring of internal processes in the area;
• Create action plans to improve processes.

Sales Intelligence Intern at Unify (2014-05 – 2014-09)

• Coordination of visits and technical activities at the Customer Briefing Center;
• Support to technology consultants in demonstrations/presentations;
• Integration in the technical sales material development group;
• Evangelization of the brand and new technologies made available by Unify.

Commercial Assistant at CHS Power Systems (2011-07 – 2014-05)

• Preparation of commercial proposals defined by the sales team;
• Purchase of products from authorized suppliers;
• Product logistics management, focused on the customer’s deadline;
• Filling and control of monthly spreadsheets for administrative support.

Degree in Production Engineering – Universidade Anhembi Morumbi (2016 – 2019)

Degree in Electrical Engineering – FESP - Faculdade Engenharia São Paulo (2013 – 2016)