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How to Become a Presales Professional: Roadmap to Success
Rating: 4.5 out of 5(15 ratings)
315 students

How to Become a Presales Professional: Roadmap to Success

Elevate your Tech Career by becoming a Presales Professional!
Created byJoseph Holbrook
Last updated 4/2026
English

What you'll learn

  • Presales Overview to give you an idea of what a presales profession does
  • Compare Presales to other roles such as Sales and Solutions Architecture
  • Why a Presales Role can be one of the best technical roles out there!
  • Whiteboarding best practices to articulate complex technical concepts in a simple, visual way.
  • Demonstration best practices to deliver engaging and impactful product demos
  • Interview techniques to ace your next job interview.
  • Resources to help you shine on your roadmap to becoming a Presales Professional!

Course content

1 section20 lectures1h 44m total length
  • Introduction1:25

    Are you a highly skilled technical professional looking for a new career path that combines your expertise with client-facing interaction?

  • Course Overview3:25

    This introductory course will take you on a journey from understanding the fundamentals of a presales role to mastering the fundamental skills needed to succeed in the field.

  • What is a Presales Professional and (Download Course Content)2:59

    In this lesson we discuss what is a presales professional and why its a great role for someone who is technical!

  • What is Sales Engineering8:40

    In this lesson we will discuss what sales engineering is and what are the benefits of a role in sales engineering.

  • Presales vs Solutions Engineering4:23

    In this lesson we compare and contrast presales and solutions engineering roles.

  • Why Become a Presales Professional8:37

    In this lesson we cover the top reasons why you should consider a presales career.

  • Become That Trusted Advisor6:40

    In this lesson I discuss what a trusted advisor is and how it applies to a presale's role.

  • Traits of a Presales Professional6:26

    In this lesson I discuss the most important traits a presales professional should have to be successful.

  • Whiteboarding Best Practices3:56

    In this lesson I dive into some best practices for whiteboarding and walk thru an example.

  • Demonstration Best Practices7:37

    In this lesson we walk thru an example demo on AWS

  • Defining a Career Path/Roadmap7:29

    In this lesson I discuss potential roles and a roadmap for presales roles.

  • Certifications, Training and Coaching3:28

    Resources for additional training, coaching and certification.

  • Interview Techniques9:43

    Walk thru some example interview questions and responses.

  • Compensation Structure6:28

    Walk thru an example of a presale's compensation plan.

  • Summary - Blueprint of Presales Architect/Engineer5:33
  • LinkedIn Role Review12:56

    I walk thru several presales roles and provide feedback on the roles.

  • Course Quiz
  • Course Closeout0:28

    Thank you for joining the course!

  • Bonus Lecture - Certified Cloud Solutions Architect1:51
  • Bonus Lecture - Certified Cloud Presales Solutions Architect (CCPSA)1:15
  • Bonus Lecture - Certified Cloud Presales Solutions Architect (CCPSA)1:29

Requirements

  • No prerequisites

Description

Are you a highly skilled technical professional looking for a new career path that combines your expertise with client-facing interaction?

Our Roadmap to Become a Presales Professional course is your essential guide to a rewarding career in presales.

This introductory course will take you on a journey from understanding the fundamentals of a presales role to mastering the fundamental skills needed to succeed in the field. 

Unlike traditional sales roles, presales professionals, often called Presales Engineers, Presales Architects or Solutions Architects, act as a bridge between a company's sales and technical teams. They are the trusted advisors who demonstrate how a product or solution addresses a customer's specific needs.

Throughout this course, you’ll learn the key traits of a successful presales professional and how to cultivate them.

We'll cover essential techniques such as:

  • Presales Overview to give you an idea of what a presales profession does.

  • Compare Presales to other roles such as Sales and Solutions Architecture

  • Why a Presales Role can be one of the best technical roles out there!

  • Whiteboarding best practices to articulate complex technical concepts in a simple, visual way.

  • Demonstration best practices to deliver engaging and impactful product demos.

  • Interview techniques to ace your next job interview.

  • Resources to help you shine on your roadmap to becoming a Presales Professional!  This course provides you with a free "How to become a Presales Professional" eBook, course presentation, infographics and a resource list!


We will also explore the different career paths available, the certifications and training that can boost your credentials, and how to effectively navigate the compensation structures in the industry.

By the end of this course, you will have a clear roadmap to not only land a presales role but also build a successful and fulfilling career.  AI was used to create the course description.

Who this course is for:

  • IT Professionals or Aspiring IT pros that would like to learn about what a presales role is about, benefits, etc.