Advertise on podcast: Customer Success: Pivot Your Career

AI is reshaping customer success—and the winners will be those who adapt with intention. Guest Matthew Reinbold, Senior Principal Consultant and Digital Engagement Lead at Concentrix, joins the Customer Success Pivot Your Career podcast with co-hosts David Lokietz and Alex White. Matthew discusses how organizations are racing to show “AI progress,” often through point solutions that don’t scale, and why governance, data protection, and cultural impacts matter as much as efficiency. Matthew also outlines how roles are shifting (e.g., creators becoming editors), warns about burnout and the loss of junior talent pipelines, and explains why companies are splitting into “pre-AI” and “post-AI” buckets affecting valuation and recruiting. He also explores AI watermarking, risks of data leakage, and the promise of local models.

Customer Success is shifting from activity to measurable outcomes as AI reshapes SaaS. Guest Erich Gardner, Manager of Deployment and Growth Strategy at Planhat, joins the Customer Success Pivot Your Career podcast with co-hosts Alex White and David Lokietz. Erich recounts his 10+ year SaaS path from sales to delivery and CS leadership. He explains how CS is being redefined around clear outcome ownership, AI-driven change, and stronger commercial responsibility for retention and expansion. He emphasizes defining measurable business outcomes (e.g., onboarding time reduction, GRR/NRR lifts, etc.), maintaining executive presence and multi-threading relationships.

AI that meets customers where they work by cleansing data, managing AI drift, ensuring governance and managing a solution that is AI model agnostic.  Leave the heavy lifting to Subatomic! Guest Karl Simon, Co-founder and CTO of Subatomic, joins the Customer Success Pivot Your Career podcast with co-hosts Alex White and David Lokietz. Karl recounts his path from Oracle into data warehousing and analytics, through roles at companies including Gap, Saks Fifth Avenue, Genentech, and Komodo Health, and explains why Subatomic focuses on enabling AI without disrupting existing workflows. The discussion centers on how poor, incomplete, and inconsistent data undermines AI ROI, how Subatomic uses AI to audit and unify data, and how its model-agnostic approach dynamically selects best-fit models while managing drift, cost, and governance via “Deep Lens” (introspection, audit, eval). Karl also describes “AI coworkers” that execute role-based go-to-market workflows across sales, marketing, and service

What can't a resume tell you about a candidate? Quite a lot, as it turns out. Rebecca Novetsky, a customer success leader who builds CS functions from the ground up at early-stage startups and the creator and host of the Next Hire podcast, joins the Customer Success Pivot Your Career podcast with co-hosts Alex White and David Lokietz. Rebecca's career has looped from product development to customer success, into product management, and back again. This mix makes her a sharper advocate for the customer and the product. She digs past surface-level feature requests to find the customer's real "why" before prioritizing a roadmap. As a first CS hire at multiple startups, she aligns stakeholders, defines what success means for each customer, and builds onboarding playbooks that keep new customers from slipping into the abyss. The results speak for themselves: adoption up 35%, onboarding time cut by two-thirds, and a product taken from pilot to paid. Rebecca also shares how Next Hire, her short-form interview podcast, helps job seekers tell the story behind their resume, build confidence, and own their work. Enjoy, rate our podcast and share your comments.

Guest Sudi Navile, Chief Customer Officer at SID Global Solutions, joins the Customer Success Pivot Your Career podcast with co-hosts Alex White and David Lokietz. Sudi shares lessons from a career that started in enterprise sales in India and grew through technology consulting into global customer success leadership. The conversation digs into how AI is rewriting the playbook, bridging language and cultural gaps with international customers, democratizing access the way BASIC once did for programming, and forcing leaders to rethink value, packaging, and outcome-based pricing as token economics keep shifting. 00:00 AI in the CS Job Search 04:30 Meet Sudi: From Enterprise Sales in India to Global CS 07:30 Solving the Bigger Problem, Earning the Right to Ask "Why" 14:30 Working Across Cultures: Reading the Room Globally 17:30 AI as the Great Equalizer: Language, Literacy, and Access 34:00 Outcome-Based Pricing and the AI Token Costs 46:30 Alex & David Wrap Up

In this bonus episode of the Customer Success Pivot, David Lokietz and Alex White interview Amber Monroe, SVP of Customer Experience at Paradigm, about pivoting from hospital operations into customer success and technology in healthcare through mentors, communities, and domain focus. Amber discusses the shift from treating all customers the same to a segmentation model, defining segment-based SLAs and aligning sales, implementation, and CS to deliver differentiated experiences. She shares lessons learned from early account transitions, including adding transition-risk scoring, and highlights customer listening tours, as well as touching on AI leadership. Amber recommends signing up for the CS Insider Newsletter @ https://www.csinsider.co/ Enjoy!

In this episode of the Customer Success Pivot Your Career Podcast, hosts Alex White and David Lokietz welcome Layton Chaney, an 18+ year customer success veteran for a candid, unfiltered conversation about burnout, mental health, and redefining success. Layton describes how he recently paused and labeled a personal failure, only to find relief and clarity. The discussion explores how SaaS grind culture, shaky leadership values, and weak psychological safety impact CS. Learn practical signals like the “Sunday method” to know when it’s time to reevaluate your priorities.

In this bonus episode of the Customer Success Pivot Your Career podcast, we welcome Alex Raymond, founder of Amplify and founder & former CEO of Kapta, to discuss his book, “The Growth Department”. We discuss how post-sales teams need to change the narrative from “glorified support” to a core growth engine. Alex explains why CS is often underrecognized despite being responsible for the majority of revenue, how declining sales efficiency increases the need for retention and expansion, and why net revenue retention (NRR) is a company-wide leadership metric. Alex challenges the myth of “recurring revenue,” emphasizing “re-earning” renewals through measurable results made visible, even when outcomes are bad. He also shares the Amplify Method for expansion and portfolio thinking.

We welcome Stephen Wise, founder of Monocle—an AI-powered executive assistant built for customer success teams. Stephen explains how Monocle is designed to reduce the “invisible work” of CS through embedded, human-centered AI. Request a product demo at https://www.snowise-monocle.com/

Hosts Alex White and David Lokietz provide an overview of each episode from 2025 and discuss what's ahead for 2026. Guests in 2025 included; Carly Agar, Carol Crowe, Drew Cather, James Lawson, Chris Fernandes, Sri Vidya Annapragada, John Huber, Matthew Rinker and Caroline Grant.

In this episode of the CS Pivot Your Career podcast, join hosts Alex White and David Lokietz as they welcome special guest Caroline Grant, Sr. Director, Strategy at Concentrix. Caroline dives into her extensive experience with evolving customer needs in the Customer Success landscape.  She'll share actionable strategies for navigating these shifts, offering practical advice on managing customer expectations while simultaneously crafting solutions that benefit both the client and the vendor. This discussion highlights the critical roles of communication, trust, and transparency in identifying the right offerings and successfully adapting to ensure satisfaction within Customer Success relationships. 04:37 Caroline's Journey into Customer Success 10:54 Consulting Insights and Career Advice 22:27 Challenges in Product Ownership 23:01 Mindset Shift in Digital Product Management 25:12 Adapting to Technological Changes and AI 33:26 Successful Client Engagements 36:11 Building Long-Term Client Relationships 39:34 Final Thoughts and Takeaways

Guest Matthew Rinker, Enterprise Customer Success Manager for DocuSign, joins the Customer Success Pivot Your Career podcast with co-hosts Alex White and David Lokietz.  Matthew shares insights from his journey from consumer hardware to SaaS, highlighting the importance of consultative selling, strong customer relationships, and the evolving roles in customer success. Learn what it means to be an Enterprise CSM and the challenges encountered and how to manage these effectively. 01:47 Role of Procurement in Renewals 12:34 Account Management vs. Customer Success 18:55 The Importance of Customer Success Mindset 27:44 Customer Success Models and Strategies 38:50 Enterprise Customer Success Insights 42:52 LinkedIn Tips for Customer Success Professionals 45:31 Alex & David Wrap Up

Guest John Huber, founder of Customer Success Architects, joins the 'Customer Success Pivot Your Career' podcast with co-hosts David Lokietz and Alex White. John shares his extensive experience in customer success, which spans over 20 years and includes roles at five different B2B SaaS companies. The discussion covers various aspects of customer success, including Leadership on Demand services, Advisory consulting, and Specialized Coaching. John explains how he helps SaaS companies manage customer health, churn, and renewals. Additionally, he highlights the importance of cross-functional alignment and strategic customer engagement to drive retention and growth. A don’t miss episode! 02:16 Introducing Today's Guest: John Huber04:55 Leadership on Demand19:50 Challenges in Early-Stage Companies26:32 Operationalizing Customer Health Data30:49 Company-Wide Customer Success Mindset36:58 Coaching Services and Career Development41:20 Final Thoughts and Career Advice

Sri Vidya Annapragada, Head of Technical Program Management, Device Cloud at Google discusses the unique challenges in the retail industry, the importance of cross-industry learnings, and strategies for effective digital modernization. There is a diverse topics such as navigating priorities in enterprise-level customer success, and the importance of empathy and agility. Sri emphasizes the significance of connecting, communicating, and collaborating with customers, and shares anecdotes from her career across Oracle, Salesforce, Apigee, and Google. You don’t want to miss this episode!

In this special anniversary episode of 'Customer Success: Pivot Your Career,' hosts David Lokietz and Alex White celebrate one year of podcasting. Guest Chris Fernandes discusses how AI is revolutionizing how people work, how to get started with AI and more importantly the impacts on customer success and how it can turn your focus from reactive to proactive relationship building. Get out of the weeds and learn about AI so you can spend more time on what matters in Customer Success! 00:00 Anniversary Edition Opening (submit your ideas) 03:30 Episode Opening 07:05 Chris Fernandes 42:35 WrapUp Discussion