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Simon Farthing, VP of Customer Success at Bloomreach, joins Josh Schachter to discuss what it actually takes to lead a customer success organization in the AI era. Drawing from his experience leading a 100-person CS and services team, Simon shares the lessons he's learned from experimenting with AI tools at scale, building internal tools, rethinking team structure, and preparing for what's next. It's a candid conversation about moving beyond AI hype and turning it into measurable operational impact.


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What You'll Learn

- Lessons from testing 60+ AI tools across a 100-person CS organization

- How Simon built a personal AI command center in Claude

- A practical framework for build vs. buy vs. build-on-top decisions

- Why AI accuracy becomes non-negotiable at the executive level

- Why "tool migration" is becoming a core professional skill

- How Bloomreach rebalanced CSM compensation around GRR and NRR

- Why Forward Deployed Engineers are emerging and where they fit


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Timestamps

0:00 - Preview & Intro

1:28 - Meet Simon Farthing, BloomReach overview

2:48 - 60+ AI tools tested, tool proliferation problem

6:00 - Building "Mission Control" in Claude

8:57 - Bottoms-up AI leadership structure

11:00 - The accuracy problem: when AI slides hit the boardroom

13:52 - Tool migration as a critical human skill

15:05 - Build vs. buy vs. build-on-top framework

17:00 - CSM comp redesign

18:33 - The rise of the Forward Deployed Engineer (FDE)

21:10 - Smaller customers and customer marketing, agentic AI


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Josh is writing a book on building customer relationships. Follow his journey and insights at www.joshschachter.com


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Where to Find the Guest

Simon Farthing: https://www.linkedin.com/in/simon-farthing/


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Where to Find the Hosts:

Josh's LinkedIn: https://www.linkedin.com/in/jschachter/

Unchurned Substack: https://unchurned.substack.com/

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