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Guy Ling

@guyling

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Technical Account Manager driving enterprise fintech implementations and data-driven customer success.

United Kingdom

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What I'm looking for

I’m looking to own enterprise onboarding and implementations in fintech—driving UAT, data migration, and configuration work—while partnering with product, engineering, and finance to improve KPIs, reduce defects, and deliver reliable, high-velocity client outcomes.

I’m a Technical Account Manager with 6+ years of experience leading enterprise software implementations, SOP management, and cross-functional process enhancements for global fintech platforms. I specialize in deep data and case analysis to isolate helpdesk inefficiencies, design custom platform macros, and improve customer satisfaction KPIs, earning trusted relationships with legacy financial institutions including J.P. Morgan and Goldman Sachs.

Across private debt and fund operations, I’ve led UAT framework improvements (reducing testing time by 50%), implemented configuration management to cut setup time by 50% and minimize errors, and orchestrated training for offshore fund accounting teams across 8 property funds valued at £10B—maintaining 100% accuracy. I’m motivated by scalable onboarding, reliable transaction integrity, and measurable time-to-value for clients.

Experience

Work history, roles, and key accomplishments

Current

Trade Operations Closer

Current

Freelance

May 2024 - Present (2 years 3 months)

Support commodity transactions end-to-end as a deal closer, coordinating cross-border communication, documents, and stakeholder follow-through. Authored and maintained localized SOPs and negotiation/closing templates, including drafting and aligning commercial contracts (e.g., ICPOs, LOIs, NDAs, and master sales agreements).

SOP Development Deal Negotiation Contract Drafting Cross Border Commercial Communication Sales Cycle Management Risk Mitigation Legal Alignment

Technical Implementation & EA (FinTech)

Hazeltree

Mar 2017 - Dec 2023 (6 years 9 months)

Owned enterprise onboarding and implementation workflows, including helpdesk ticketing configuration setup and client-facing documentation frameworks. Led historical data migration and opening balance reconciliation from legacy systems into cloud platforms, serving as escalation point for ledger discrepancies, transaction-processing issues, and reporting breaks.

Enterprise Onboarding Client Documentation Frameworks Data Migration Escalation Management

Technical Change Business Analyst

DPI

Mar 2017 - Nov 2018 (1 year 8 months)

Worked as a Technical Change Business Analyst at DPI, supporting technical change activities and related stakeholder delivery.

SDLC System Configuration User Acceptance Testing Data Migration

Finance Business Partner (FP&A)

WTW

Oct 2016 - Dec 2016 (2 months)

Provided finance business partnering support and FP&A analysis for WTW.

FP&A Business Partnering Performance Analysis Financial Analysis

Portfolio Performance Analyst

Pantheon Ventures

Jan 2016 - Aug 2016 (7 months)

Performed portfolio valuation and performance analysis work at Pantheon Ventures.

Performance Analysis

Real Estate Fund Accountant Supervisor

J.P. Morgan

Jun 2015 - Dec 2015 (6 months)

Supervised real estate fund accounting activities at J.P. Morgan, overseeing fund accounting operations and related reporting responsibilities.

Fund Accounting NAV Calculation

Technical Account Manager / CS Ops

Guy Ling

Provided technical account management and customer operations support, including customer success process optimization. Coordinated global enterprise software implementations and used SOP/process frameworks to improve service delivery.

Customer Operations Technical Account Management Cross Functional Collaboration System Configuration User Acceptance Testing Data Migration