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The AI + Customer Success Summit brings together the top minds in customer success to help answer the question:
how should customer success teams be using AI?
This virtual summit, hosted by Matik, will offer sessions around everything AI from how to incorporate AI into customer success strategies to how teams can start implementing AI in their day-to-day workflows. This free event is a must for anyone on a customer success team, or on a team that supports them (like CS operations, revenue operations, etc.).
Nik Mijic
Founder & CEO, Matik
Aliisa Rosenthal
Head of Sales, OpenAI
Jan Young
Founder & Chief Customer Officer, JanYoungCX
Rod Cherkas
CEO, HelloCCO & Author of The CCO Playbook
Hakan Ozturk
Founder, The Customer Success Cafe Newsletter
Kristen Hayer
Founder & CEO, The Success League
Mary Poppen
President, HRIZONS EX & former CCO, SAP, LinkedIn
Peter Armaly
Vice President of Customer Success, ESG
Ralphie English
VP of Customer Success, Deepgram
Bo Sun
Head of Customer Success - North America, LinkedIn
Andrew Lefevre
Head of Talent Insights, LinkedIn
Zeya Yang
Partner, a16z
Grace Ge
Principal, Menlo Ventures
John Gleeson
Founder & Managing Partner, Success Venture Partners
Monica Perez
Head of Customer Success, Americas, Notion
Allison Pickens
Founder & General Partner, The New Normal Fund
Syed Hussain
VP of Customer Success / CX, Hummingbird
Chad Rosh
Team Lead, Customer Success, GaggleAMP
Daphne Costa Lopes
Head of Customer Success, UKI, Hubspot
Emilia D'Anzica
Managing Partner & Founder, Growth Molecules
Mickey Powell
Co-Founder, Head of GTM, UpdateAI
Ryan Seams
Senior Director, Customer Success & Services, Mixpanel
Melissa Allen
Sr. Manager, Customer Success Operations, Okta
Farzan Faramarzi
Enterprise Customer Success Manager II, Glassdoor
Sonam Dabholkar
Director, Customer Success Operations, Gong
Calvin Multanen
Manager, Customer Success Operations, Greenhouse
Connel Valentine
Director of Technical Services in Customer Success, RideCo
Alana Stoltzfus
Senior Digital Growth Manager, Okta
Spencer Davison
Head of Technical Account Management, Matik
Jenn Snider
Sr. Technical Account Manager, Matik
Matt Sullivan
Technical Account Manager, Matik
Jane Doe
Sr. Technical Account Manager Second line for company
Jane Doe
Sr. Technical Account Manager Second line for company
Jane Doe
Sr. Technical Account Manager Second line for company
Jane Doe
Sr. Technical Account Manager Second line for company
Jane Doe
Sr. Technical Account Manager Second line for company
Jane Doe
Sr. Technical Account Manager Second line for company
Jane Doe
Sr. Technical Account Manager Second line for company
Jane Doe
Sr. Technical Account Manager Second line for company
Jane Doe
Sr. Technical Account Manager Second line for company
Jane Doe
Sr. Technical Account Manager Second line for company
Jane Doe
Sr. Technical Account Manager Second line for company
10:30 AM - 11:00 AM PT
Panel
Untangling AI: What to Expect in the Future
AI is a hot topic and everyone is trying to figure out how to start using it. But what’s around the corner and how do you get ahead of it? Join this session to hear directly from VCs who have a bird’s eye view of AI trends and how various companies in their portfolio are thinking of using it. This panel includes VCs from Andreessen Horowitz (a16z), Menlo Ventures, Success Venture Partners, and The New Normal Fund.
11:00 AM - 11:45 AM PT
Panel
How AI will Transform Customer Success: Reshaping Post-Sale Experiences and Preparing for the Future
AI will quickly change the way that you deliver your customer journey and how your teams work to achieve your business goals. This is true whether you are in Success, Support, Education, Implementation, Services or Customer Ops.
Are you ready for what’s coming and what you need to do to prepare?
Join Rod Cherkas, CEO of consulting firm HelloCCO and the author of The Chief Customer Officer Playbook, as he facilitates a conversation with post-sale and AI experts about how ChatGPT and AI will transform Customer Success.
In this discussion, our experts will share:
11:00 AM - 11:45 AM PT
Panel
AI & the CSM: The Day-to-Day of Leveraging AI in the Customer Journey
If you’re wondering how you, a CSM, should be using AI in your day-to-day interactions with customers, this session is for you. Hear from top CS leaders on how they are planning to help their CSMs, and themselves, use AI to enhance customer relationships and uplevel the whole customer journey. Panelists include customer success innovators from Mixpanel, Glassdoor, Hubspot, and RideCo.
11:00 AM - 11:45 AM PT
Panel
Integrating AI Into the Customer Success Tech Stack
While customer-facing teams are racing to implement AI and start leveraging it throughout the customer journey, it falls on operations teams, like revops and CS ops, to help make sure they are doing so thoughtfully and carefully. A new technology like AI can add tremendous value, but it also requires an objective approach that considers how it’s used and potential implications. Hear what ops leaders from Okta, Greenhouse, Gong, and LinkedIn have to say about integrating AI into tech stacks and where they see the opportunity being unlocked.
11:45 AM - 12:30 PM PT
Solo
AI and Its Implications for Team Leaders: The Job Needs to Change and You Do Too
Speakers:
AI is already having a significant impact in the way businesses of all sizes and in all sectors operate. Leaders (coaches) need to understand that their jobs must quickly evolve and the way they guide their teams forward will require them to call upon skills they either don’t possess or that they have until now rarely used. The people they lead need to see AI as a technology that can improve the products, services, and experience the company delivers to customers. Helping them make that mental connection between AI and improvements that customers feel, and the team’s vital role in ensuring that outcome is realized, is the job of the leader. That’s the premise of this session and attendees will come away from it with a framework and a few actionable steps for more effectively guiding their teams into the new AI-infused business landscape.
11:45 AM - 12:30 PM PT
Solo
AI-Powered Productivity: Elevating Customer Success to New Heights
Speakers:
In this highly anticipated session, Hakan will share his expertise and insights on leveraging AI to take your productivity to new heights.
Discover how AI-driven analytics and automation can revolutionize Customer Success with real-life examples and practical advice, providing you with invaluable insights.
As the founder of TheCScafe.com, the weekly Customer Success AI Newsletter, and TopCSjobs.com, the leading job board exclusive to Customer Success opportunities, Hakan Ozturk is dedicated to empowering CS professionals on their path to success.
Don't miss this transformative session. Boost your productivity with AI!
11:45 AM - 12:30 PM PT
Solo
ChatGPT in CS: A Practical Guide to Starting Your GenAI Journey
Speakers:
Discover the transformative power of ChatGPT in the world of Customer Success. This engaging and interactive session will open your eyes to the potential of ChatGPT to revolutionize your daily tasks, customer interactions, and career.
By attending this live session, you'll gain:
12:30 PM - 1:00 PM PT
Solo
What is AI & Why the Hype?
Speakers:
Are you skeptical about AI? Do you think AI is just ChatGPT? Are you wondering what AI has to do with Customer Success? In this session we will cover what AI is, why you should care about it, and what you should do with it.
Spoiler Alert:
AI is a transformational technology on the scale of automobiles, planes, radio, television, internet, and mobile. The hype is because it has started to "hockey stick". If you haven't thought about it or started to dig in on AI yet, NOW is the time to pay attention and get involved.
1:00 PM - 1:30 PM PT
Solo
Choosing the Right Approach to AI
Speakers:
This session will provide a framework for thinking through different kinds of AI that are becoming available for CS leaders, and choosing when to apply them to various projects. We'll explore both internal and external uses of AI in CS as a part of this discussion. You'll come away with a practical structure that will help you decide on the AI approaches that fit your CS program.
1:00 PM - 1:30 PM PT
Solo
How Personalization Can Amplify Your Digital Success Programs
Speakers:
Learn how Okta has embedded personalization into their digital-led customer success experiences and how AI can drive personalization to the next level.
1:30 PM - 2:00 PM PT
Solo
AI-powered CS: The Ultimate Guide for CS Leaders
Speakers:
AI is still an emerging priority for Customer Success Leaders pushing the customer-led growth function toward a digital future. Of those using AI, 75% report they started in just the past two years. Learn with Emilia D'Anzica on how to leverage AI quickly to scale your organization.
1:30 PM - 2:00 PM PT
Solo
AI in Action: Strategies for Enterprise & Mid-Market CSMs
Speakers:
A deep dive into how AI can be leveraged to enhance & transform how you work with enterprise & mid-market segments.
This session isn't just about understanding AI—it’s a deep dive into how AI can be leveraged to enhance your daily tasks and transform your customer relationships. Through relatable examples and actionable strategies, this session will empower you to integrate AI into your everyday workflow. A must-attend session for both aspiring and veteran CSMs.
2:00 PM - 3:00 PM PT
Workshop
Workshop: How to Use AI to Turn Data into Insights
Speakers:
Does your CS team struggle with translating data into insights? Are you trying to figure out how to get AI to do it for them (maybe even yourself)? Then you’ll want to attend this workshop, where we will practice using AI to create high-level takeaways and insights from data and its visualizations.
You’ll come away from this hands-on session with new data insights that you & your team can immediately use.
The below are not required to attend the workshop, but in order to get the most out of it:
2:00 PM - 3:00 PM PT
Workshop
Workshop: How to Use AI to Create & Repurpose Content
Speakers:
Have you tried leveraging AI to create content only to end up with a result that wasn't quite what you were looking for? Then you’ll want to join this workshop where we’ll practice using AI to create new pieces of customer-facing content, and repurpose pre-existing collateral.
You’ll come away from this hands-on session with content that you can immediately use.
The below are not required to attend the workshop, but in order to get the most out of it:
For CS Leader
09:00 AM (PT)
The Future of AI
Fireside Chat
With Matik Technical Account Managerand End Users
For CS Leader
09:00 AM (PT)
What is AI
Solo Speaker
With Matik Technical Account Managerand End Users
CS Individual Contributor
Ops Leader
09:00 AM (PT)
AI Trends
Panel
With Matik Technical Account Managerand End Users
CS Individual Contributor
09:00 AM (PT)
What is AI
Panel
With Matik Technical Account Managerand End Users
Ops Leader
09:00 AM (PT)
AI Trends
Panel
With Matik Technical Account Managerand End Users
Ops Leader
09:00 AM (PT)
What is AI
Panel
With Matik Technical Account Managerand End Users
Ops Individual Contributor
09:00 AM (PT)
AI Trends
Panel
With Matik Technical Account Managerand End Users
Ops Individual Contributor
09:00 AM (PT)
What is AI
Panel
With Matik Technical Account Managerand End Users
Check out our AI + CS Resource Hub for content from the top CS leaders on how to incorporate AI into strategies & how teams can start implementing it in their daily workflows.