Overview

Are you the person on your team who really knows Clarity? You know how to configure it, troubleshoot it, and explain why it works the way it does. You know how to translate the functionality of the tool to the goals of a company. If so, this role is for you!

Winmill is looking for a Clarity expert ready to bring that depth into a customer-facing role. As a Pre-Sales Solutions Consultant on our PPM team, you'll partner with sales to help enterprise clients evaluate, adopt, and get genuine value from Broadcom Clarity, Rally, and related Agile and PPM tools.

This role is a strong fit for someone who has lived inside Clarity, whether as an admin, implementer, or PPM-focused project manager, and is ready to spend less time running projects and more time helping organizations choose and shape the right solution. We'll invest in growing your pre-sales skills. You bring the Clarity expertise and the willingness to learn.

Key Responsibilities

Pre-Sales & Solution Engineering

Lead functional and technical discovery sessions to understand client portfolio management practices, Agile maturity, and business challenges

Design and configure tailored demo environments aligned to client use cases

Deliver tailored product demonstrations of Clarity, Rally, and related solutions (e.g., Smartsheet, Planview tools) that connect product capability to real business outcomes

Record and manage demo assets for reuse and continuous improvement

Support implementation scoping, including effort estimation and solution alignment

Provide technical and functional insight to support sales strategy and client engagement

Solution Design & Client Advisory

Translate discovery findings into business requirements and solution recommendations

Contribute to Statements of Work (SOWs) and supporting documentation

Serve as a trusted technical voice throughout the sales cycle, from the first conversation, handoff, to account expansion

Maintain documentation for discovery, demos, and proposed solutions
Provide ongoing advisory alongside Account Managers as clients evolve their PPM and Agile practices (SAFe, Lean, and Scrum)

Partner with clients to align solutions with their strategic goals and operating models

Internal Collaboration & Enablement

Partner with Sales, Technical Products, Delivery, and Marketing teams to maintain alignment across the customer lifecycle

Support marketing efforts where it makes sense, including webinars, blog contributions, and events, as your interests develop

Share what you learn with the broader team and help us all get better

Technology & Environment Management

Stay current with new product releases and capabilities across Broadcom, Planview, and related platforms

Pursue relevant pre-sales certifications (Broadcom, Planview E1, Clarizen). Winmill supports the time and cost

Qualifications

Required

5+ years of experience with Clarity PPM and/or Agile management solutions

Hands-on Clarity expertise in configuration, administration, or implementation, not just end-user familiarity

Experience delivering software demonstrations and presentations to prospective clients

Comfort working in Agile environments and conversant in frameworks like Scrum or SAFe (formal certification not required)

Strong communication and stakeholder skills. You can hold your own with PMO leads, IT directors, and executives

Curiosity about why organizations make the PPM choices they do, not just how the tools work

Helpful but not Required

Bachelor’s degree in a technology, business, related field, or degree equivelant experience
Familiarity with Rally, Smartsheet, Planview, Clarizen, or similar PPM tools

Experience in a pre-sales or solutions engineering role

Exposure to enterprise-scale implementations and client environments

Relevant product certifications (Broadcom, Planview, etc.)

Success Metrics

Conversion of net new logos through effective solution engineering support

Quality and effectiveness of product demonstrations and client engagements

Accuracy and completeness of solution designs and implementation scoping

Client satisfaction and successful delivery outcomes

Contribution to reusable assets, demos, and internal enablement

Why this role might be your next step

If you've been a Clarity-focused PM, admin, or consultant and you're ready to move into a more strategic, client-facing role, even without a "pre-sales" title on your résumé, we want to talk. The candidates who succeed here aren't the ones with the perfect background. They're the ones who know Clarity deeply, communicate clearly, and are genuinely curious about helping organizations solve hard problems."