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Account Management

Delivering value creates successful outcomes.

For many firms in the tech industry, account management is a simple concept. It involves maintaining regular contact with clients, delivering quality solutions, and ensuring their satisfaction. Of course, those elements are vitally important, but at CSI, we think they’re just the beginning. Our philosophy of account management goes far beyond the basics and reflects our values and guiding principles.

Have questions or want to learn more? Just fill out the form below and a CSI team member will get in touch to help you.

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CSI’s Five Pillars of Account Management

Client Focused

You are our first priority. Our partnership and your satisfaction matter. Our team will work to understand your needs and how we can best meet them.


We work with our clients and partners to find unique and sustainable ways to solve problems, find solutions, and drive success.

Trusted Advisor

Count on us to help with strategic decisions, seek to understand your business and mission, and question the “why.”


With more than 30 years in the nonprofit association software community, our team is knowledgeable about your industry’s technology. We are lifelong learners constantly improving our toolkit and talents to better serve you.


We care deeply – about each other, our clients, our partners, and the work we do. Our word is our bond. Thoughtful, deliberate service execution is the foundation of everything we do.

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You’ll have an assigned point person at CSI who serves as your Account Manager.

You’ll have an assigned point person at CSI who serves as your Account Manager. We’ll also assign secondary resources to your account, so you have a team from CSI that understands your business and your technology landscape. This white-gloves treatment isn’t for everyone. However, if you’re looking for a strategic partner to really get to know you, your business, and your strategic objectives, look no further.

Doing the right thing for our clients is paramount, and we are immensely proud of our reputation for service excellence. We would be honored to be your strategic technology partner.