Webinar: Solving the CSM Conundrum with AI
Featuring Dione Hedgpeth, CX Executive & Former Chief Customer Officer at Sumo Logic
Joined with Alphonso Calanoc Director of CS and Jonathan Kvarfordt Head of GTM Growth at Momentum
The CSM Role Is at a Breaking Point
Customer Success Managers (CSMs) are being pulled in a dozen directions—adoption, renewals, onboarding, driving value outcomes, product feedback, escalations, customer experience—all while trying to maintain “human touch” at scale.
The challenge?
CSM teams are expected to drive *more impact with fewer resources,* but most orgs haven't rethought how the role needs to evolve—especially in an AI-enabled world.
In this candid conversation, Dione Hedgpeth unpacks the CSM conundrum:
→ How can a CSM successfully drive the entire CX motion AND be expected to have the skills and time to deliver valuable customer outcomes?
→ What should be automated, and what still needs the human touch?
→ How does AI reshape the CSM skill set—and the org structure around it?
What You’ll Learn: The CSM Role Is Morphing
• How top organizations are helping CSMs move from process based ‘Jack of all trades’ to domain experts offering strategic guidance.
• How AI enables this shift by taking on the repetitive, signal-tracking, and risk-detection layers of the job.
Use Cases in the Wild
• Real-world examples from companies like Sound Agriculture or 1Password and Momentum using AI to:
→ Flag risk across accounts in real time
→ Auto-summarize calls and detect gaps in product usage
→ Scale personalized follow-up without manual input
Redefining the CS Skill Set
• What traits define a high-performing CSM in an AI-augmented model?
• How leaders are rethinking hiring, training, and promotion for the next generation of CS talent.
Webinar: Solving the CSM Conundrum with AI
Date: July 22nd, 2025 at 1 pm EST
Guests: Dione Hedgpeth
CS isn’t dying—it’s evolving. This session is for any CS or GTM leader ready to scale customer success without scaling headcount.
#CustomerSuccess #CSLeadership #AIinCS #CSMStrategy #GTMLeadership #AIEnablement #MomentumAI #SumoLogic #CSMConundrum