Cover Image for AI-Enabled Customer Leadership: Architecting the Next Operating Model
Cover Image for AI-Enabled Customer Leadership: Architecting the Next Operating Model
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Private Event

AI-Enabled Customer Leadership: Architecting the Next Operating Model

Hosted by Omid Razavi
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San Jose, California
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About Event

​Join Us for Strategic Dialogue and Executive Exchange

​As AI moves from experimentation to embedded capability, customer leaders face a defining question:

​What must change in how we design and run our organizations?

​This forum convenes senior customer and technology leaders to examine how AI is reshaping operating models, decision rights, talent, and value creation.

​Innovation Workshops (2:00 – 4:15 PM)

​Small-group, peer discussions focused on redesigning the post-sales operating model for an AI-enabled future.

​🔹 Workshop 1: Designing Value-Centric Operating Models
For revenue and retention leaders, led by Ecosystems.io

  • ​Aligning Success, GTM, and Product around shared outcomes

  • ​Shifting from account management to proactive orchestration

  • ​Embedding value realization into daily workflows

  • ​Converting AI insight into retention, expansion, and margin growth

​🔹 Workshop 2: AI-Native Service and Support Operations
For support and service leaders, led by Neuron7.ai

  • ​Embedding contextual intelligence into support workflows

  • ​Accelerating resolution with AI diagnostics

  • ​Using predictive signals to prevent escalations

  • ​Aligning AI with IT architecture, governance, and security

​Executive Forum (4:00 – 8:00 PM)

​4:00 PM | Welcome Reception
Connect with fellow leaders over refreshments and light bites.

​4:30 PM | Opening Remarks - Omid Razavi (SuccessLab)
Why the Customer Operating Model Must Evolve
How AI reshapes leadership, accountability, and organizational design

​4:40 PM | Host Perspective - Srivatsan Vaiyakarnam (NetApp)
Leading Customer Success in an AI-Enabled Enterprise

​4:50 PM | Partner Spotlight - Brief Introductions
Who we are, where we help, and why we value this community

​5:10 PM | Workshop Insights - Rapidfire Takeaways
Key themes and lessons emerging from peer discussions.

​5:20 PM | Keynote Conversation - Ted Shelton (Infinite Future)
What Endures When AI Scales Everything?
Exploring where durable advantage lives beyond products, in trust, delegation design, and operating model architecture.

​5:45 PM | Leadership Exchange
Architecting the AI-Enabled Operating Model
Mari Cross (Infor), Lavina Pinto (Palo Alto Networks), Prakash Kota (UKG), and Swetal Desai (HPE), moderated by Angad Grewal (BCG) and Cathal McCarthy (Kore.ai)
A candid executive dialog exploring:

  • ​Realigning Customer, Product, and Technology

  • ​Rearchitecting the Customer Operating Model

  • ​Rewiring Decision Governance and Accountability

  • ​Repositioning Talent and Leadership for Impact

​7:00 PM | Peer Exchange Dinner
Continue the conversation over a curated dinner with peers.

​Why Attend?

  • ​Move from AI pilots to structural advantage

  • ​Redesign decision governance at scale

  • ​Engage in candid dialogue with senior peers

  • ​Leave with clarity on your next move

​Attendance is limited to senior leaders to preserve depth of exchange. Complimentary for approved guests.

​Hosted by NetApp and organized by SuccessLab in partnership with BCG, Ecosystems, Gradual, IFS Loops, Kore.ai, Neuron7, Planhat, Rocketlane, SearchUnify, and SupportLogic.

​👉 Request to Attend

Location
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San Jose, California
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