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Matt
Charley
Senior Manager, Customer Success
Forter
Matt has 9+ years in SaaS, leading large customer success organizations to meet and exceed significant growth and retention KPIs within a wide range of industries. He is leading with empathy, understanding the individual and keenly focusing on the business and the customer are his top priorities. Matt has a demonstrated history of building high-performing teams and instilling a customer-first mindset for CS professionals, while supporting professional and personal development on his teams.
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19 August 2026 13:45 - 14:15
Value-based upselling that doesn’t feel like selling
The fastest way to damage a CS relationship is to show up to a customer conversation with a quota. The best expansion conversations don't feel like sales calls, they feel like strategy sessions. This presentation covers how to reframe every upsell around the customer's outcomes, not your product's features, so that growth becomes the natural next step rather than something you have to push for. Key takeaways: - How to translate product usage data into business impact language that resonates with economic buyers - A framework for linking the customer's own success metrics to the case for expanding - The conversational habits that build trust-driven expansion narratives — and the ones that kill deals before they start Customers don't resist expansion. They resist being sold to. Master this distinction and your upsell conversations start closing themselves.