Sales Engineer

Overview Winmill is seeking an experienced Presales ValueOps Sales Engineer to join our Winmill PPM team, supporting enterprise clients in evaluating and adopting Portfolio and Project Management (PPM), specifically Clarity and Rally, and Agile solutions. This role is responsible for leading discovery, designing and delivering tailored product demonstrations, and guiding clients toward scalable solutions using Broadcom Clarity PPM, Rally, and related tools such as Smartsheet and Planview solutions. The ideal candidate combines strong functional expertise in PPM and Agile with the ability to translate business challenges into compelling technical solutions.  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 customized product demonstrations for Broadcom, Clarity PPM, Rally, and related solutions (e.g., Smartsheet, Planview tools)  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 & Documentation Translate discovery findings into business requirements, solution designs, and recommendations  Develop and contribute to Statements of Work (SOWs) and supporting documentation  Clearly articulate how proposed solutions address client business problems and deliver value  Maintain documentation for discovery, demos, and proposed solutions  Client Engagement & Advisory Act as a trusted advisor early in the customer evaluation process  Provide thought leadership in PPM and Agile transformation, including frameworks such as SAFe, Lean, and Scrum  Partner with clients to align solutions with their strategic goals and operating models  Conduct periodic client check-ins as needed to support ongoing engagement alongside Account Managers Internal Collaboration & Enablement Collaborate with Sales, Technical Products, Delivery, and Marketing teams to ensure alignment across the customer lifecycle  Support marketing initiatives including webinars, content creation, and events  Enable internal team members by sharing pre-sales best practices and solution knowledge Support smooth transition from sales to implementation teams  Technology & Environment Management Own and maintain demo environments, configurations, and access management across the ValueOps practice  Stay current with new product releases and capabilities across Broadcom, Planview, and related platforms  Maintain and obtain pre-sales certifications for Broadcom, Planview (including E1 and Clarizen), and other relevant tools  Qualifications Required Bachelor’s degree in a technology, business, or related field  5+ years of experience with PPM and/or Agile management solutions  Hands-on experience with Broadcom Clarity PPM and familiarity with Rally (Agile Central)  Experience delivering software demonstrations and client presentations  Strong understanding of PPM processes, Agile frameworks (SAFe, Scrum, Lean), and enterprise use cases  Proven ability to gather requirements and translate them into actionable solutions  Excellent communication, presentation, and stakeholder management skills Preferred Experience with 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  Key Competencies Solution-oriented mindset with strong business acumen  Ability to connect business needs to technical solutions Excellent communication and stakeholder management skills  Strong problem-solving and analytical thinking  Self-driven with the ability to operate in a fast-paced, client-facing environment Strong problem-solving and analytical thinking Customer-centric mindset focused on understanding the “why” Ability to operate effectively in a fast-paced, client-facing environment Collaborative and proactive approach across cross-functional teams