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Rodrigo Palomino

@rodrigopalomino

AI agent builder and Senior Data Analyst at Banco Mercantil, automating CRM journeys and running a WhatsApp clinic receptionist in production.

Brazil

Message

At Banco Mercantil, I work on customer monetization through CRM journey automation in Salesforce Marketing Cloud. I engineer customer segments for communication journeys and translate data into insights on ROI, conversion, and churn.

At Hotmart, I built SQL and Power BI dashboards for four product areas and implemented Python automations to remove recurring manual work. I also co-built Perfect Match, an n8n and AI automation featured at FIRE 2025, and mentored two junior analysts.

Alongside my work, I keep AI projects running in production, including a multi-agent clinic receptionist on WhatsApp that books appointments in Google Calendar and hands off conversations when needed. My projects also include an automated Instagram content pipeline and an AI expense app; I work with Python, n8n, and OpenAI and Anthropic APIs.

Experience

Work history, roles, and key accomplishments

Current

Customer Development Specialist

Current

Banco Mercantil

Aug 2026 - Present (2 months)

Owns customer base monetization through CRM journey automation in Salesforce Marketing Cloud, including segmentation engineering and automation at scale. Partners with Product, Data, and Sales to translate data into actionable insights for core business KPIs.

Salesforce Marketing Cloud Salesforce Journey Builder SQL Segmentation CRM Automation Data Analysis KPI Analysis

Senior Data Analyst

Hotmart

Jan 2025 - Jul 2026 (1 year 6 months)

Built dashboards for 4 product areas in SQL and Power BI, analyzing user behavior and metrics connected to OKRs. Co-built an n8n + AI automation featured at FIRE 2025 and implemented Python automations to eliminate manual work.

SQL Power BI Python N8n AI Data Storytelling Mentorship OKRs

Senior CRM Analyst

Hotmart

Aug 2022 - Dec 2024 (2 years 4 months)

Led strategy, execution, and measurement of Lead Solutions communications in Salesforce Marketing Cloud. Designed journeys and segmentations with end-to-end funnel measurement, cutting churn from 10% to 6%.

Salesforce Marketing Cloud CRM Customer Journey Design Segmentation Funnel Analysis Retention SQL

CRM Analyst

Agi (Agibank)

Jul 2021 - Aug 2022 (1 year 1 month)

Built a lead qualification pipeline in PySpark orchestrated by Apache Airflow, generating the dataset used by the entire sales management. Measured campaigns from send to sign-up and product conversion.

PySpark Airflow Data Modeling Funnel Analysis SQL

Business Analyst

Mercantil do Brasil

Aug 2020 - Jul 2021 (11 months)

Built SSIS ETLs and Python/VBA automations to remove IT bottlenecks for the sales area's analytical queries. Created Power BI dashboards integrating three data sources for Business Development decisions.