AI-Driven Customer Strategy | Enterprise Transformation with AI, Data & Marketing Technology | CRM, Automation & AI Agents | Salesforce | Generative AI
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AI & CRM Solutions Architect with 10+ years of experience spearheading technical implementations and driving adoption of AI and CRM platforms for major enterprises (SulAmérica, Grupo Oncoclínicas, SKY). Expertise in acting as a strategic advisor to C-level stakeholders, orchestrating multiple simultaneous workstreams, and translating business objectives into actionable technical roadmaps. Proven track record of leading crossfunctional squads and managing adoption in complex enterprise environments.
Strategic thought partner skilled in embedded collaboration with customer teams to identify high-impact use cases and accelerate adoption velocity.
● AI/ML Platform Implementation & Adoption: Gemini AI, ChatGPT.
● AI Agent Development & Operational Automation: Creating autonomous agents for business efficiency.
● High-Performance Data Manipulation: Big Query, SQL, SAS.
● Enterprise Rollout Management: Change management and multi-workstream coordination.
● C-Level Technical Liaison: Bridging the gap between technical execution and executive strategy.
SULAMÉRICA SEGUROS (São Paulo, Brazil)
AI Solutions & CRM Solutions Architect | Jul 2022 – Present
Role: Spearheaded post-implementation adoption, optimization, and value realization of AI and CRM platforms, acting as a trusted technical advisor for multiple workstreams and strategic partner for executive sponsors.
✓ R$ 450M cumulative impact from anti-fraud initiatives (2023-2025).
✓ R$ 51M estimated savings (5-year horizon) through administrative process automation.
✓ 99% Adoption Rate achieved in the national omnichannel communication rollout.
✓ 100% Regulatory Compliance (ANS) met, avoiding potential fines.
Adoption Management & Account Health:
● Led the Efficiency Squad responsible for the technical adoption of AI fraud detection solutions, generating R$ 250M/year savings (2025).
● Managed the national rollout of omnichannel communication (Push Notification, WhatsApp AI, NBO via Data Cloud) achieving a 99%
adoption rate.
● Orchestrated multiple simultaneous workstreams: fraud detection, omnichannel deployment, and Data Cloud implementation.
● Aligned strategically with executive sponsors and technical stakeholders to ensure business outcomes.
Technical Implementation & AI Deployment:
● Architected and Deployed AI Agents (Gemini) for operational automation, including automated HTML generation for marketing campaigns
(reducing cycle time from 3 days to 30 minutes).
● Scaled the production of educational health content (+60 automated pieces).
● Executed advanced data manipulation and analysis in Big Query (Google Cloud Platform).
● Implemented Salesforce Data Cloud for Next Best Offer (NBO) with advanced segmentation.
● Configured WhatsApp overflow integration (Marketing Cloud → Service Cloud).
● Structured fraud scoring models for providers and beneficiaries using machine learning.
Data Engineering & Analytics:
● Constructed adoption roadmaps with defined KPIs, milestones, and post-deployment reporting.
● Developed analytical dashboards to track value realization.
GRUPO ONCOCLÍNICAS (São Paulo, Brazil)
CRM Specialist & Technical Implementation Lead | Nov 2018 – Jul 2022
Role: Directed the technical implementation and adoption management of Salesforce Health Cloud on a national scale, leading platform configuration, system integration, and enablement for 50+ oncology units.
✓ Successfully deployed Salesforce Health Cloud across 50+ units nationwide.
✓ Achieved significant operational productivity gains through relationship process automation.
✓ Unified critical KPIs for strategic decision-making using PowerPivot.
✓ Segmented high-value physicians to drive strategic relationship management.
Technical Implementation & Platform Configuration:
● Led the end-to-end implementation of Salesforce (Health Cloud and Marketing Cloud) as a unified CRM platform for national operations.
● Configured integrations between Salesforce and legacy systems (EHR, scheduling systems).
● Performed high-performance data manipulation (SQL) to extract strategic insights.
● Structured advanced segmentation (clustering) of high-value physicians.
● Coordinated the national CRM platform rollout for 50+ oncology units.
● Mapped clinical workflows and translated business requirements into technical configurations.
Data Engineering & Advanced Analytics:
● Developed behavioral analyses on referral patterns by specialist physicians.
● Built executive dashboards using PowerPivot for KPI unification and decision support.
● Adoption Management & Value Realization:
● Aligned strategically with medical and administrative stakeholders to ensure adoption.
● Created result tracking reports and action plans for executive leadership.
SKY BRASIL – TV É ISSO (São Paulo, Brazil)
Market Planning Specialist & Competitive Intelligence Lead | Oct 2011 – Oct 2018
Role: Led competitive intelligence and strategic market analysis, acting as a thought partner to C-level executives and delivering strategic insights to shareholders (AT&T and Globo).
✓ Delivered quarterly strategic insights presentations to shareholders (AT&T and Globo).
✓ Automated reporting processes, eliminating manual recurring work.
✓ Unified market KPIs using PowerPivot, accelerating executive decision-making.
✓ Reduced competitive analysis time through optimized processes.
Executive Reporting & Stakeholder Management:
● Presented quarterly results to strategic shareholders (AT&T and Globo).
● Served as direct interface with C-level executives for strategic insights communication.
● Developed data-driven executive narratives to support decision-making.
Competitive Intelligence & Market Analysis:
● Led competitive analysis and behavioral studies on competitors (NET, Claro TV, Oi TV).
● Developed customer behavioral analyses for retention and cross-sell strategies.
● Managed the Relationship Program operations focused on premium base loyalty.
● Monitored strategic market movements and translated them into business implications.
● Performed high-performance data manipulation (SQL and SAS).
Business Intelligence Analyst | Aug 2007 – Oct 2011
● Built analytical models for behavior prediction and Lifetime Value (LTV).
● Automated reporting processes with significant productivity gains.
Information & Retention Analyst | Sep 2006 – Aug 2007
● Reduced database query time by 96% (from 4 hours to 10 minutes).
● Automated reports, reducing generation time by 87% (from 40 min to 5 min).
INTERNET GROUP LTDA - iG (São Paulo, Brazil)
Marketing Intelligence Specialist | Apr 2011 – Sep 2011
● Led analysis and reporting of marketing campaigns focusing on ROI and performance.
● Created executive dashboards for critical KPI tracking (Advanced Excel).
● Automated management reports, generating significant productivity gains.
● Implemented segmented actions based on analytics, improving campaign results.
DIRECTV – GALAXY BRASIL LTDA (São Paulo, Brazil)
IT Support Coordinator | Nov 2000 – Aug 2006
✓ Achieved ISO 9001:2000 Certification for the entire Help Desk operation.
✓ Attained 99.54% User Satisfaction through operational excellence.
✓ Led a team of 12 with consistent SLA delivery.
✓ Managed a team of 12 IT professionals responsible for corporate support.
✓ Provided direct technical advisory to 8 presidents of major multinationals (AGV Logística, Duke Energy, C&A, Korn/Ferry).
✓ Implemented WorkFlow tool, reducing resolution time by 75% (from 2 days to 4 hours).
✓ Managed infrastructure for large-scale events (FenaSoft, São Paulo Fashion Week).
EARLY CAREER - IT Infrastructure & Technical Support (1999-2000)
Solid foundation in enterprise technical support, infrastructure projects, and quality management (ISO 9001, ITIL). Led technical migrations, team coordination, and process improvement initiatives for multinational corporations.
AI Solutions Consultant & Technical Enablement Specialist | 2013 – Present
Role: Operating as an independent technical consultant, delivering automation, analytics, and enablement solutions for corporate clients and individuals, focusing on AI, process optimization, and data visualization.
✓ Unlocked 20 hours/month of operational savings for an international client (Piertech) through automation.
✓ Successfully implemented an AI-powered WhatsApp assistant for a law firm.
✓ Achieved 133% ROI in a digital product launch with a data-driven strategy.
✓ Trained 50+ professionals in dashboards and analytics (2013-2020).
AI Implementation & Process Automation:
● Piertech (Chesterfield, MO) | 2025-2026: Built advanced Excel dashboards and automated operational processes, generating 20h/month savings for international operations.
● N8n + ChatGPT Project | 2025: Developed and deployed an automated WhatsApp service solution integrated with ChatGPT for a law firm, including workflow configuration, API integration, and conversational AI setup.
Technical Enablement & Training Delivery:
● Dashboards & Advanced Excel Instructor | 2013-2020: Delivered in-company and private corporate training on dashboard construction,
data analysis, and Excel automation.
● Developed customized technical curricula for different maturity levels.
● Provided hands-on training in PowerPivot, PowerQuery, VBA, and data visualization.
● Degree in Phonographic Production – Universidade Anhembi Morumbi | 2009
● Technical Degree in Data Processing – ETE Jorge Street | 1997
CERTIFICATIONS & PROFESSIONAL DEVELOPMENT
Leadership & Strategic Management:
● Executive Scaling Mentorship – Academia Lidere (Jan-Jun 2026)
● Mastermind AI – Driven Leadership – Th[IA]go Otto (Mar-Dec 2026)
○ AI for Leaders | Harvard Business School
○ AI-Driven Leadership: Strategies for the Future | Stanford
○ AI Strategies for Business Transformation: Generative and Agentic Intelligence | Northwestern Kellogg
○ Liderar na Era de IA | HYPER ISLAND
● Strategic Thinking – ESPM (2011)
AI & Machine Learning:
● AI Accelerator: Fast Track to Learn, Implement & Sell AI Automation – Ben Van Sprundel (2026)
● AI Agents for Business – Kiriti Badam (2025)
● Build AI Products – Ben Van Sprundel (2025)
● Mastering Generative AI for Business – Nathan Labenz (2025)
Quality & Process Management:
● Lean Six Sigma Green Belt – Gauss Consulting (2010)
● ISO 9001:2000 & ITIL Best Practices – Asyst Sudamerica (2006)
