Michael Gerson

Examiner
DISC Type : cs

SVP, Head of Customer Success, Professional Services, and Implementations at FinQuery, Formerly LeaseQuery

Atlanta, Georgia, United States

Overview

Michael Gerson is a seasoned executive with over 15 years of experience leading customer success in high-growth technology and fintech organizations. As SVP at FinQuery, he unifies the customer lifecycle, drawing on his expertise from leadership roles at Salesforce and Nasdaq. People who have worked with him often describe him as strategic, thoughtful, and an exceptional global leader with a "client-first" mindset.

There is no publicly available information about Michaels personal life, hobbies, or interests outside of his professional career. His education includes a BA from The University of Texas at Austin and an MA from the University of Chicago.

He is tasked with unifying FinQuerys Implementation, Professional Services, and Customer Success departments to ensure a seamless customer journey and maximize value for clients.

Personality Overview

Status Quo Seeker

Late Adopter

Process Oriented

They are always well-planned and adopt a systematic approach.  They do not like taking risks at all and go for proven options in the end. Being observant comes to them naturally.

Topics They Care About

Customer Journey Unification
His current role at FinQuery focuses on unifying implementation, professional services, and customer success into a single, seamless customer experience to drive value and growth.
Scaling SaaS Companies
He has a proven track record of driving operational scale at high-growth SaaS companies, including his current role at FinQuery and previous positions at Salesforce and Nasdaq.
Fintech & Accounting Tech
His career includes leadership roles at fintech and accounting technology firms like FinQuery and Nasdaq's eVestment, demonstrating deep industry expertise.

Media Appearances

Michael has no verified media appearances

Work History

1-2026
SVP, Head of Customer Success, Professional Services, and Implementations at FinQuery, Formerly LeaseQuery
11-2024 - 1-2026
Regional Vice President, Customer Success at Salesforce
1-2022 - 11-2024
Global Head of Customer Success, Asset Management at Nasdaq eVestment
3-2019 - 12-2021
Senior Director, Customer Success at Nasdaq eVestment
5-2018 - 3-2019
Vice President, Technology, Media & Telecom at AlphaSense, Inc.

Education

2003 - 2005
MA from University of Chicago
1999 - 2003
BA from The University of Texas at Austin

More Information

Social Presence :

Prographics :

Exp : 19 Location : Atlanta, Georgia, United States Job Level : Leadership Designation : SVP, Head of Customer Success, Professional Services, and Implementations at FinQuery, Formerly LeaseQuery
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Michael

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Michael take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Michael

Personality Compatibility


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