Michael Gerson in

Michael Gerson

Examiner · DISC type cs
SVP, Head of Customer Success, Professional Services, and Implementations at FinQuery, Formerly LeaseQuery
📍 Atlanta, Georgia, United States

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.

Read the full overview →
Experience
19 Years
Current Role
SVP, Head of Customer Success, Professional Services, and Implementations
Job Level
Leadership
Location
Atlanta, Georgia, United States
Personality Overview

How Michael shows up

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.

Priorities

Topics Michael cares 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.
+4 more topics Login to view topics
Career

Work history

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

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2003 - 2005
MA
University of Chicago
1999 - 2003
BA
The University of Texas at Austin
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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