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AI + Customer Success Summit

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.).

THE EXPERTS
Speakers
MATIK AI+CS SUMMIT - 2023

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

Register for the  AI + CS Summit

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For those eligible, the UberEats gift card will be delivered to your email the morning of the summit. If you are eligible, you will be notified within 2 business days of submitting your registration, and receive further instructions. To be considered eligible, you must sign up with a working email address that does not include a ‘+’ sign, have submitted a registration only once.

Note: only one promotion can be applied once.If signing up for the general promotion (the first 100 to sign up for the summit) you must be one of the first 100 unique eligible registrations.If signing up for the referral link promotion (the first 5 to sign up for the summit through speaker’s unique referral link) you must have signed up through a speaker’s unique referral link and be one of the first 5 unique eligible registrations.
THE TIMELINE
Agenda
MATIK AI+CS SUMMIT - 2023
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10:00 AM - 10:30 AM PT

Fireside Chat

Opening Keynote

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:

  • How AI can help you optimize and streamline your internal processes  
  • How AI can be used to deliver superior customer experiences
  • How you should integrate AI into your 2024 strategy and fiscal plan
  • What you should be doing right now to learn and test
  • Potential challenges and ethical considerations when implementing AI

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:

  • A solid understanding of ChatGPT and its potential to elevate your skills and experience
  • Practical knowledge on integrating ChatGPT into your work for improved efficiency and productivity
  • Expert insights on crafting effective prompts to get the most accurate and relevant responses from ChatGPT
  • A live demonstration of ChatGPT in action, showcasing real-world applications for customer success managers
  • Inspiration to explore the future of AI in customer success and the opportunity to become an early adopter in your organization

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

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

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:

  • Bring a SQL query you’d like to optimize and work on
  • Have a Google Slides or PowerPoint Presentation ready that includes data that you’d like to get insights on
  • Bring a Google Sheet or Excel report of non-formatted, raw data you would want to leverage in a presentation

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

Trying to figure out how CS teams should be using AI?

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.