AI is everywhere, but are we sure we're using it as effectively as possible? While it's a hot topic in customer success, it's still relatively new, and there's much to learn.

In this webinar, we'll explore the top three ways Customer Success Managers should be leveraging AI right now.

We'll discuss how CSMs who are obsessed with AI are using it to make their workflows more efficient and deliver better results. Our speakers will share tactical tips, tricks, and takeaways that you can implement in your day-to-day work. Watch on demand to learn: The top three ways our speakers are harnessing the power of AI, Practical strategies to integrate AI into your daily workflows, Insights and examples from CSMs already successfully using AI. This session will help ensure you're using AI in the smartest ways possible.

Gurprem Sagoo

Customer Success Operations Manager

Customer Success Operations Manager

Planhat

Gurprem is a customer success operations leader with over 10 years of experience in enterprise SaaS, spanning both frontline CS and systems strategy. At Planhat, where he has spent the past five years, he leads global CS operations—owning internal processes, tooling, and data flows to drive efficiency and revenue alignment. He previously served as a Customer Success Manager, a role for which he earnt the CSM of the Year award in 2023. Before Planhat, Gurprem spent over three years at Box, where he advanced through analyst and manager roles focused on expansion, customer ROI, and operational scale.

Jazmin Lewis

Head of Customer Success

Head of Customer Success

hackajob

Jazmin is the Head of Customer Success at hackajob, where she leads a team of 8 CSMs supporting 150+ enterprise accounts across the UK, US, and India—and brings nearly a decade of experience across customer success and talent solutions. Since joining hackajob, she has progressed through three CS leadership roles, scaling programs and deepening customer impact. Previously, she spent over five years as a Senior Consultant at Robert Half, advising clients across fast-moving, high-growth industries.

Beth Ward

Customer Director, EMEA

Customer Director, EMEA

Planhat

Bethany is a customer success executive with over 10 years of experience scaling post-sales functions in fast-growing SaaS environments. At Planhat, she serves as a Customer Director, having progressed through multiple roles since joining in 2022. Prior to this, she led CS at both Aula and Plot as part of their founding teams, and previously managed account teams at Global App Testing. Bethany brings a rare mix of operational depth, customer empathy, and a strong belief in CS as a driver of commercial growth.

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.