Open Atlas and review your IB
Consolidate data from Cisco sources, collectors, and customer inputs to prepare the baseline
Asset Manager · Cisco CX Delivery
Your role as an Asset Manager
See what AI does for an Asset Manager — auto onboarding, auto CAM assignment & tagging, IB consistency, and MBR drafting.
AM
Role profile
Asset Manager
The mission
Help customers maximize the value of their Cisco investments across hardware and software — by maintaining accurate Installed Base records, ensuring compliance, and acting as a trusted advisor throughout the purchase lifecycle.
6
Core responsibilities
5
Cisco tools mastered
4
Stakeholder groups
~140
Accounts in EA Bookings
Why this role matters
- Helps customers maximize the value of their Cisco investments across hardware and software
- Ensures compliance and risk mitigation through proper service and entitlement coverage
- Gives customers a clear, accurate view of their assets for IT planning and budgeting
- Maximizes Cisco revenue by managing True-Up and True-Forward values with transparency
Key responsibilities
1
Establish IB baselineReview renewal quotes and validate with customer sign-off
2
Monitor IB changesTrack shipments, discoveries, and uncovered assets
3
Process True-Ups / ForwardsExecute per contract terms and buying program rules
4
Deliver QBR insightsSummarize IB status and Asset Management impact
5
Oversee Smart / Virtual AccountsEnsure EA compliance and correct license application
6
Execute MACDsOptimize software entitlement usage across contracts
Stakeholders
CX Delivery
Sales
Renewals
Partners
Customers
You'll work with anyone who has a stake in the installed base — from engineers to CFOs.
Tools you'll use
Atlas
MCE
CCW-R
Data Canvas
ACAT
Five tools that keep your Installed Base data aligned across all parties.
Key competencies
- Deep knowledge of contract management, Smart Accounts, and Virtual Accounts
- Business analytics to deliver insights on consolidation, refresh, and EA readiness
- Clear, transparent communication across a wide stakeholder range
- Accuracy and discipline when managing IB changes through the MDM process
Why this role matters
- Helps customers maximize the value of their Cisco investments across hardware and software
- Ensures compliance and risk mitigation through proper service and entitlement coverage
- Gives customers a clear, accurate view of their assets for IT planning and budgeting
Key responsibilities
- Establish the Installed Base baseline and validate with customer sign-off
- Monitor and report on IB changes, new shipments, and uncovered assets
- Process True-Ups and True-Forwards per contract terms
- Deliver high-level IB status and insights at Quarterly Business Reviews
- Oversee Smart Accounts and Virtual Accounts for EA compliance
- Execute MACDs and optimize software entitlement usage
Who you'll work with
- CX Delivery — coordinating service coverage and entitlement accuracy
- Sales & Renewals — aligning IB data to quotes and renewal workflows
- Partners — managing handoffs across buying programs and geographies
- Customers — engineers through CFOs, depending on the conversation
Key competencies
- Deep knowledge of contract management, Smart Accounts, and Virtual Accounts
- Business analytics to deliver insights on consolidation, refresh, and EA readiness
- Clear, transparent communication across a wide stakeholder range
- Accuracy and discipline when managing IB changes through the MDM process