How to use AI for Customer Success Managers
Hosted by Jody Geiger
Learn directly from Jody Geiger
Go deeper with a course
Go deeper with a course
What you'll learn
How CSMs Drive Retention and Expansion With AI
Why Traditional CS Playbooks Are Breaking Down
How to Build Repeatable Customer Success Workflows
Why this topic matters
You'll learn from
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Jody Geiger
GTM Exec and AI-Revenue Coach
GTM Exec and AI Revenue Coach
As former Head of Sales at Klue, she led global sales, enablement, and revenue operations. She built Klue’s first AI Ops team, proving how AI can transform sales execution, reduce seller workload by 20 percent, and nearly double win rates. She also created an enablement function supporting the full revenue cycle across Sales, Customer Success, and Marketing, aligning teams from first customer interaction through onboarding, renewals, and expansion.
With 20 years of sales leadership at Klue, Apple, Galvanize, and Rogers, Jody blends enterprise rigor with startup velocity. She has coached hundreds of sellers and GTM leaders to adopt AI, sharpen their approach, and win more consistently. Through hands on experience, she has seen how AI can strengthen information continuity across the entire customer lifecycle.
An ICF certified coach, she helps teams build self awareness and improve how they work.
In this course, Jody shows sellers how to use AI with confidence, streamline workflows, and focus on what actually drives revenue.
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