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Jun Ro

@junro

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Enterprise SDR at FIS who automates lead data workflows with Excel macros and AI prompts.

Philippines

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At FIS, I execute outbound campaigns for financial institutions and FinTech enterprises, using sales intelligence tools to source and verify account data.

I design Excel macros and AI prompt workflows to clean and sync lead data into HubSpot CRM and Outreach. I also create tailored email sequences and call scripts, qualify prospects, and hand Sales-Accepted Opportunities to Account Executives.

Previously at FIS, I evaluated and scored marketing-qualified leads, maintained CRM data, and tracked lead-to-opportunity conversion metrics to support improvements to routing and qualification criteria.

In financial markets, I managed conversion and retention accounts at BDSwiss and Capital.com, and managed personal trading capital across CFDs and Forex using MetaTrader platforms.

Experience

Work history, roles, and key accomplishments

Current

Sales Development Representative II

Current

FIS

Jul 2026 - Present (3 months)

Architect and execute multi-channel outbound campaigns targeting C-level decision-makers across global financial institutions and FinTech enterprises. Leverage advanced sales intelligence tools and automation to drive engagement and qualified discovery meetings.

Apollo.Io ZoomInfo LinkedIn Sales Navigator HubSpot Outreach Excel Macros AI Prompting Lead Qualification Pipeline Strategy

Lead Qualification Analyst I

FIS

Jan 2025 - Jun 2026 (1 year 5 months)

Evaluated and scored marketing-qualified leads to validate intent and authority before distribution. Audited and restructured pipeline records to improve sales team efficiency and tracked lead-to-opportunity conversion metrics.

Lead Scoring CRM Data Hygiene Data Enrichment Funnel Analytics HubSpot Excel

Conversion & Retention Account Manager

BDSwiss

May 2023 - Aug 2024 (1 year 3 months)

Managed end-to-end client conversion and retention strategies for retail and high-net-worth traders, exceeding monthly deposit targets. Analyzed trader behavior to reactivate dormant accounts and delivered high-touch onboarding.

Client Conversion Retention Strategy LTV and AOV Growth Dormant Account Reactivation Client Advisory Risk Management

Conversion Account Manager

Capital.com

Jul 2022 - Feb 2023 (7 months)

Spearheaded conversion strategies for new platform sign-ups, guiding users through KYC compliance and initial deposits. Maintained high-volume daily cadence to convert trial accounts into active funded traders.

Trader Onboarding KYC Compliance Pipeline Management High Velocity Cadence Conversion Strategy

Retention Account Manager

Capital.com

Jul 2021 - Feb 2022 (7 months)

Conducted deep-dive account reviews to identify underperforming accounts and offered personalized training. Built strong client relationships to mitigate churn and maintain high deposit volumes.

Account Optimization client support Churn Mitigation Relationship Management Platform Training

Business Development Manager

IMMFX

Sep 2020 - May 2021 (8 months)

Formulated and executed business development strategies to recruit and manage Introducing Brokers and affiliate partners. Negotiated customized rebate structures and partnership agreements to expand market share.

Business Development Partner Recruitment Negotiation Institutional Partnerships Market Expansion

CFD Trader

MetaTrader 5 Brokers

Feb 2012 - Aug 2020 (8 years 6 months)

Managed personal trading capital across multi-asset derivative markets, specializing in technical price action strategies. Analyzed market liquidity and developed custom technical indicators for automated execution.

CFD Trading Forex Technical analysis Meta Trader 5 Algorithmic Trading Risk Management

Standard Operation Officer

KC Wonderland

Mar 2011 - Jan 2012 (10 months)

Developed, refined, and monitored Standard Operating Procedures across daily operational workflows to maximize efficiency.

SOP Development Process Improvement Operational Efficiency

Counter Personnel

Tri-Vision Ventures

Apr 2009 - Sep 2011 (2 years 5 months)

Processed high-volume daily financial transactions and balanced cash drawers with 100% precision in POS recordkeeping.

Financial Transactions Cash Handling POS systems Accuracy

Market Supervisor

National Food Authority

Jun 2007 - Aug 2008 (1 year 2 months)

Supervised local market trade compliance, ensuring price stabilization and adherence to government distribution standards.

Market Surveillance Compliance Price Stability Federal Standards

Education

Degrees, certifications, and relevant coursework

Bachelor's Degree / Tertiary Education

Bachelor's Degree, Sales Operations and Financial Technology

Completed tertiary education with key technical competencies in sales pipeline automation, advanced Excel VBA/Macros, CRM database architecture, AI personalization, and financial derivatives analysis.