Expansion revenue doesn’t happen by chance, it happens by design. And the customer success (CS) teams that master it? They don’t just retain customers, they drive growth, earn credibility with sales, and become critical to the business.

In this free live session, we’ll break down how to build an expansion playbook that actually works. 

From spotting the right signals to automating expansion plays with digital CS tools, you’ll learn how to qualify and act on expansion opportunities, align more effectively with revenue teams, and drive consistent growth across your customer base.

We’ll show you the daily habits top CSMs use to stay proactive, how to turn customer signals into closed revenue, and how to position CS as a core growth engine inside your company.

If you’re ready to stop reacting and start driving revenue, this is your blueprint.

Can’t make it live? Don’t worry, we'll still send you the recording.

Meet the experts

In this live session, we’re joined by Roman Dalichow, Vice President, Customer Success at Gainsight, and Carson Stones, Senior Manager, Customer Success, data.world.

Roman Dalichow is a seasoned customer success leader with over 10 years of experience building and scaling high-impact CS teams that retain and grow revenue. He’s led organizations through both hypergrowth and transformation phases at companies ranging from mature enterprises to mid- and late-stage startups, including Procore during its $11B IPO in 2021.

Most recently, Roman served as Senior Director of Customer Success & Renewals at Salesloft, where he led a global team managing 600+ enterprise customers and $130M in ARR. He now brings that strategic vision and operational excellence to his role as Vice President of Customer Success at Gainsight, the market leader in post-sales customer growth. Roman thrives when working with people who are driven to grow, improve, and make an impact.

Carson Stones is a customer success leader with 10+ years of experience building resilient teams and scalable processes that have resulted in sustainable revenue growth at companies ranging in size from $5m to 1bn+.

He specializes in strategic account management for SaaS data platforms and has grown enterprise customer portfolios up to $15m.

In his current role as the Senior Manager of the customer success team in data.world, he is passionate about scaling best-in-class CS practices that are proven to turn customers into loyal advocates.

Why attend?

  • Deliver consistent, proactive expansion strategies, and stop missing opportunities.
  • Achieve clarity on expansion responsibilities and processes between CS and sales teams.
  • Help position your CS function to internal stakeholders as a revenue driver - for good.

You’ll walk away with insights on…

  • The customer intelligence signals CS teams use to spot expansion-ready accounts.
  • How to qualify expansion opportunities, take action, and align with sales.
  • The daily habits top CSMs use to build influence and drive consistent growth.