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The Expand Mindset: Scaling Customer Growth in Klaviyo's AI Era

The Orita Podcast · 2026-06-01 · 48 min

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Episode notes

In this episode of The Orita Podcast, Aaron Schwartz sits down with Sam Moorhead, Director of Customer Growth at Klaviyo. Sam has spent 15 years learning what separates a seller who closes from one who just checks boxes, and his answer has nothing to do with scripts. • What a PE-backed turnaround taught Sam about radical transparency that HubSpot never could, and how he brought it to Klaviyo • Why showing up to a discovery call without a point of view is just telling your customer you're ready to waste their time • The one question Sam teaches every rep to ask, and why the preamble matters more than the question itself • How Klaviyo is using AI to close the gap between what a CEO sees coming and what their frontline team is actually doing • Why the marketers leaning into AI right now are the ones getting promoted, and what that means for everyone else • How great salespeople bring product insights to engineering in a way that actually gets built Meet the guest Sam Moorhead, Director of Customer Growth at Klaviyo Hosted by Aaron Schwartz, Co-Founder and Co-CEO at Orita.ai Chapters [00:00] From Finance Major to HubSpot BDR [04:12] PE Turnaround vs.

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