Lead When You Are Not In Charge for Sales Engineers

David Fung, Leadership Coach

Executive Coach & Ex-Salesforce Director

Get the influence skills SEs and SE leaders need to grow your career

Sales Engineers live in the mess between customer reality, sales pressure, and product constraints. You see risks and better options before anyone else, yet in deal discussions your input often lands as noise. You receive vague feedback like “be more strategic” without a playbook, and left wondering what "secrets" there might be for influencing your peers.

Generic leadership training does not help. Leadership books and generic communication training don’t teach you what to say in a live deal review, how to mitigate a risky sales promise, or how to fight for a feature that keeps getting bumped. It feels disconnected from the pressure of real quarters.

This course matters because it starts in your world. I don’t use hypotheticals, I help you work on a live deal or initiative you own right now. You get a simple framework to diagnose why stakeholders ignore you, plus concrete scripts, written communication rewrites, and a reusable 30-day influence plan. The goal isn't to change your personality. It is to operationalize your expertise, transforming you into the trusted strategic operator leadership relies on for big decisions.

What you’ll learn

Master an SE specific influence playbook to diagnose stalls, move deals, and become the trusted strategic partner leaders rely on.

  • Identify why deals or initiatives stall using a clear Credibility × Connection × Relevance lens

  • Clarify who truly influences decisions and where you need to build leverage

  • Work through real conflicts to find forward paths with difficult stakeholders

  • De-escalate tension while holding firm, professional boundaries

  • Build a practical plan for a real initiative you currently own

  • Define specific influence actions to move progress forward in the next 30 days

  • Use proven language to push back on risky commitments without slowing momentum

  • Rewrite messages to clearly tie your request to business metrics and risk

  • Spot habits (like vague updates) that quietly erode trust

  • Make immediate changes to how you prepare, follow up, and execute

  • Translate technical tradeoffs into business and revenue impact for leaders

  • Shift from reacting to problems to shaping decisions earlier

Learn directly from David

David Fung, Leadership Coach

David Fung, Leadership Coach

Leadership coach for SE & tech leaders, Prev. Salesforce SE Sr Director

Salesforce
EPiServer
Advanced Chemistry Development
Seneca Polytechnic

Who this course is for

  • Sales Engineers at any level

    Get a seat at the table shaping deal strategy and product direction instead of just running demos.

  • Sales Engineering Leader

    Transform your team from reactive support into strategic drivers of deals and product direction.

  • Product or Customer Success Partner

    Turn your customer insights into product reality and drive deeper adoption on strategic accounts.

What's included

David Fung, Leadership Coach

Live sessions

Learn directly from David Fung, Leadership Coach in a real-time, interactive format.

Community of Sales Engineers and leaders

Learn with a cohort of SEs and SE leaders who face the same challenges and share what is working in their companies.

Access to recordings and resources

Rewatch sessions and revisit frameworks and templates whenever you need a refresher for a new quarter, promotion cycle, or role.

Influence playbook and templates

A practical SE focused toolkit with the C x C x R model, stakeholder maps, email and slide rewrite guides, conversation scripts, and a one page influence plan you can reuse.

Case clinics and hot seat coaching

Bring your hardest stakeholder or stalled initiative. Watch it get dissected live so you see exactly how to apply the tools under real pressure.

Certificate of completion

Share your new skills with your employer or on LinkedIn.

Maven Guarantee

This course is backed by the Maven Guarantee. Students are eligible for a full refund up until the halfway point of the course.

Course syllabus

5 live sessions • 12 lessons • 4 projects

Week 1

Mar 2—Mar 8

    Pulse Check Your Level of Influence

    • Mar

      4

      Live Workshop 1 – Credibility x Connection x Relevance On Your Real Work

      Wed 3/45:00 PM—6:30 PM (UTC)
    4 more items

Week 2

Mar 9—Mar 15

    Earn Trust and Build Connection for Hard Conversations

    • Mar

      11

      Live Workshop 2 – Credibility And Connection In Practice

      Wed 3/114:00 PM—5:30 PM (UTC)
    4 more items

Schedule

Live sessions

2 hrs / week

Four 90 minute interactive sessions where you work through real deals, practice influence scripts, and get direct feedback from David and your peers.

    • Wed, Mar 25

      5:30 PM—6:00 PM (UTC)

    • Wed, Mar 4

      5:00 PM—6:30 PM (UTC)

    • Wed, Mar 11

      4:00 PM—5:30 PM (UTC)

Projects

1 hr / week

Get hands-on and practical working on an initiative, deal, or project you are facing right now.

Async content

1 hr / week

Testimonials

  • David is one of those rare leaders who doesn't just develop your skills—he fundamentally changes how you approach your career and life. Over the years working under his leadership at Salesforce, he taught me to fall in love with my work, embrace discomfort as a path to growth, and build meaningful relationships with teammates who become lifelong friends. His coaching style combines genuine care for people with an infectious passion that brings out the best in everyone around him. David took a chance on me early in my career, and that opportunity changed my life in ways I never expected. If you're looking for a coach who will push you to reach your potential while making the journey genuinely enjoyable, David is exceptional.

    Testimonial author image

    Chris F

    Lead Solution Engineer
  • David is an extremely gifted and effective coach. I am confident I would not be where I am in my career today without him! David has a knack for recognizing and growing talent. While his coaching style is thoughtful and empathetic, I appreciated that he never gave me the answers when I needed guidance, but helped me find an approach or solution that felt genuine to me.

    Testimonial author image

    Melena M

    Senior Manager, Solution Engineering

Frequently asked questions

$800

USD

Mar 2Mar 27
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