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Matthew Fanning brings over 15 years of sales experience.  Like many of you, he began his journey as a sales and business development representative, quickly rising to enterprise sales in just five years.

Matthew Fanning brings over 15 years of sales experience. Like many of you, he began his journey as a sales and business development representative, quickly rising to enterprise sales in just five years. He currently works as an enterprise sales professional at one of the world’s largest AI workflow and automation companies.

Written By Matthew Fanning

What training do you need to become a technical sales engineer? And a lot of people don’t know this, but the title technical sales engineer can also be called sales engineer, pre-sales, solution consultant, sales architect and more. For this article, we will refer to the title sales engineer when speaking about this role.

Now that we have that out of the way, in this article, I will explain exactly what you need to do to become a sales engineer.


I will lay out the exact steps you need to take whether you have sales experience, technology/software experience or noexperience/background whatsoever.

Let's Begin...

Learn more about the technical sales engineer role and the tasks they typically do to make ensure the role is suitable for your preferences and job expectations. Whilst the role can be highly rewarding, it is usually suited to people who possess a specific set of traits. These qualities include having an inquisitive attitude, eagerness to learn, self-starting motivation, and the ability to convey their message concisely.


If you decide that the position is right for you, then the next step is to get trained. It is important to not waste money on a bootcamp or course which will not result in an entry-level role or employment as a sales engineer. This process can either be done through a paid program/course or you can learn on your own.


Let’s explore the course/program first and things you need to watch out for.


I know many people who have enrolled in courses online (one in particular that comes to mind) where you spend $4000 to $5000 but you don’t learn the right skills, nor do you get the right hands-on experience that will make you standout and give you the right experience to break into this role. So, you’re left in almost the exact same position as you were before you started this training.

A couple things to watch out for before deciding if a course, bootcamp, or degree makes sense.

Number 1:

If it’s 10 weeks (70 days) or less program, then I would question if it’s enough training to give you the competitive advantage you need to secure a position once I’ve completed the program.

Number 2:

Will the program/course give you hands on experience and internship on a leading SaaS based platform. Avoid programs that talk about Amazon (AWS) or CRM (customer relationship management solutions like salesforce or Zoho) – those platforms are a commodity and will not differentiate you in the market.

Number 3:

The course is delivered with on-demand videos only. This should be a huge red flag. You will never learn the right skills through video or large instructor led classes only. You need to pair technical sales engineering training with hands on software experience.

Number 4:

Will the program/course work with you until you land a job? A lot of programs will leave you in the dust. Make sure there is some guarantee that they’ll work with you until you land a position as a technical sales engineer.

No course option

If you’re not interested in investing into a program, I would research and watch as many videos as you can on YouTube about sales engineering, so you know what exactly what it takes to land a job as a technical sales engineer.


Once you have a good idea of what it takes to become a technical sale engineering, I would focus on the following three things:

Step 1:

Get hands-on software experience on a popular SaaS platform like ServiceNow, Salesforce, Microsoft. Many of these companies offer free access to a personal development instance to help you learn everything you need to know about their software. I’d also look on Udemy.com for courses on SaaS – ideally finding a course that will teach you about SaaS (software as a service) software while giving you access to an environment so you can get hands on experience.

Step 2:

Once you’ve completed a course giving you hands-on experience, now it’s time to showcase your knowledge by demoing and speaking to different areas of the software. Record 3, 5, 10 minutes videos showcasing your knowledge, your ability to present on the software’s value proposition and anything unique that you can do in the software. Record and upload those videos on a YouTube channel or a personal blog like Weebly, SquareSpace, WordPress, Typedream etc.

Step 3:

Next, take two courses. The first course I’d focus on would be a sales course – ideally software sales but any courses that teaches you the basics or fundamentals on selling or the sales cycles should suffice. The second course you should consider would be a presentation and public speaking course. Great, A-player technical sales engineers are very good at presenting and communicating their message so invest the time in this area.


Now, you should have a general understanding of the role, you now have hands on software experience that you can showcase, you have a general understanding of sales, and have honed your presentation and public speaking skills.


What do you do next…

Step 4:

Rebuild your linked. Recreate your LinkedIn so you’re attracting sales engineering positions. Start with a catchy headline/LinkedIn title, complete the entire about section – including anything from your experience or background that you could connect to a role as a technical sales engineer. Completely fill out your job descriptions using rich keywords such as “sales”, “software sales”, “presenting”, “communicating” and any achievements you can list that would help you land a role as a sales engineer. Also make sure to include details about your hands on software experience that you gained in step 1 above as well as your presentation/public speaking training as well.

Step 5:

Connect with local recruiters, recruiters on LinkedIn and express your interest in a sales engineering position. Explain how you acquired hands on software experience and any training you’ve completed that would align to a sales engineer role.

Step 6:

Most companies will look for someone who has experience as a technical sales engineer. Sales engineers are the face of a product, so a lot of companies are looking for people who have at least a year of experience under their belt at a software company before they’re even considered.

So how do you get experience? I highly recommend looking for an entry level software sale, business development or lead development position. Not only will you get experience selling software, but you’ll also get paid. This is exactly how I got in. I didn’t start my career as a sales engineer, I started selling software. After one year, I was recruited from LinkedIn and that’s how I began my sales engineering career. And by following the steps above, you will have enough experience and skills to land a business development or lead development position.

In summary, the days of having 4 years of general studies acquired at acollege/university are fading away. It’s less about a piece of paper and it’s more about what value you can you bring to a company today.

Matthew Fanning

Matthew is the lead instructor at upskillible.com. Upskillsible.com is a hybrid coach/course model that helps you get hired in software sales or sales engineering quickly by giving you the right digital skills and hands-on internships that today's tech employers value.

Sales Academy of Technology offers hybrid coaching and course programs to help students learn how to get into tech sales (SDR/BDR) or sales engineering. We equip students with the essential skills and hands-on experience that today’s tech sales employers value, along with exclusive job search strategies to secure more interviews and opportunities. We are committed to a community-based approach and support our students until they land their target roles.

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