Inside Look at GI’s CSM Role

What is a CSM and what can they do for you?

Who or what is a CSM?  Further, how does a CSM help your business?  In this episode, GI’s Nick Morgan sits down with Stephen Cavell to discuss the facets of the CSM role.   

What is General Informatics’ Customer Success Manager (CSM) role? 

The General Informatics’ CSM role is designed to be a non-commissioned resource acting as a client advocate. 

How many CSMs work for General Informatics? 

Currently, there are five CSMs on the General Informatics team.  They are:
 Stephen Cavell
Chris Campbell
Haggai Davis
Cherita Taylor
Drew Gallmann

How are CSMs dispersed amongst clients? 

When a customer signs on and joins the GI family, a CSM is assigned to them.  The client’s CSM is responsible for the health of that customer experience.

How do CSMs ensure our clients are taken care of? 

As a CSM, we meet regularly with key decision makers and stakeholders. We strive to understand what drives their business.

Clients’ goals change. How do CSMs approach that change? 

The services a company onboards with may not be aligned with their goals five years down the road. In the CSM role, our job is to focus on finding services aligning with our clients’ vision and helping their growth.  

Let's Connect!

Interested in our taking your business to the next level with an IT Team that works with your company goals in mind?  

Spread the word

Explore More Results

General Informatics Ranked as Top 30 Baton Rouge Digital Agency
General Informatics is recognized as a Top 30 Baton Rouge ...
Read More >
Phase 1 Reopening: Preparing to Return to Work Safely
As we enter Phase 1 of reopening the state’s economy, ...
Read More >
how IT works: Episode 13
Easily design basic workflows with Visio.
Read More >
Healthcare using technology
Technology Turnaround Brings Healthcare Conglomerate Back to Financial Growth
Client: Health Care Options, a home health care provider, has ...
Read More >
How IT Works | GenInf
how IT works: Episode 10
Don't Overlook these Microsoft Applications!
Read More >
How IT Works | GenInf
how IT works: Episode 6
Let's Collaborate! Get the most out of Microsoft Teams.
Read More >
BRAC Smart Office
BRAC Smart Office Transformation
Baton Rouge Area Chamber fuels regional growth with a Smart ...
Read More >
Scroll to Top
Meet Our CEO & President

Don Monistere

Don Monistere is an Entrepreneur, Published Author and Accomplished Executive.

Monistere is the CEO and President of General Informatics. Monistere joined the General Informatics team in 2020 and has been actively growing its reach since. General Informatics is one of the fastest growing IT services providers in the Southeast and is considered the leading IT partner for businesses, schools, government agencies, and for the financial and maritime industry.


Inside Look at GI’s CSM Role

Event Registration