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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 13:00 - 13:30
The science of the perfect upsell moment
When is the right time to introduce an upsell? Too early, and you risk damaging trust; too late, and you miss valuable growth opportunities. This session explores the data, behavioral signals, and customer success metrics that reveal the optimal moment to expand an account. Attendees will learn how to identify readiness indicators, align upsell conversations with customer outcomes, and use adoption, engagement, and value realization insights to drive expansion naturally. Walk away with a practical framework for turning customer success milestones into growth opportunities that benefit both customers and the business.