Charlie Jay

Activist
DISC Type : Cd

Principal Consultant, Advisory at AHEAD

Nashville Metropolitan Area, United States

Overview

Charlie Jay is a Principal Consultant at AHEAD, advising on people, process, and technology. A seasoned IT executive with prior VP roles at Summit BHC and The General®, he holds an M. S. from William & Mary and is an AWS Certified Cloud Practitioner. Colleagues describe him as a thoughtful leader and strategic partner.

Outside of work, Charlie appears to be invested in his local community. He is listed as a supporter of the United Way of Greater Nashville, where he has lived and worked for several years. He also maintains an interest in his alma mater, William & Mary, and Belmont University.

He holds a Financial Management Certificate from Cornell University, complementing his deep technical expertise with executive-level financial acumen.

Personality Overview

Logical And Quick

Observative

Meticulous

They can be nudged to make faster decisions by offering what they value.  They don’t always try to control the conversation but neither do they like yielding it fully. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

IT Leadership
A seasoned executive with a history of leading IT departments, focusing on infrastructure, security, and aligning technology with long-term business goals.
Technology Advisory
As an AWS Certified Cloud Practitioner and consultant, he advises organizations on integrating technology, including cloud solutions, to optimize business processes and people.
Financial Acumen
Holds a Financial Management Certificate from Cornell, demonstrating an interest in the financial principles required to lead technology divisions effectively.

Media Appearances

Charlie Jay - Principal Consultant, Advisory at AHEAD | The Org. Featured in The Org

See Now

Work History

8-2025
Principal Consultant, Advisory at AHEAD
3-2024 - 8-2025
Vice President, Technology Services at Summit BHC
6-2019 - 3-2024
Vice President, Information Technology at The General®
2-2017 - 5-2019
AVP, Information Technology at The General®
6-2015 - 2-2017
Director, IT Infrastructure & Security at The General®

Education

M.S. from William & Mary
B.S. from Radford University
Financial Management Certificate from Cornell University
Leadership Essentials Certificate from Belmont University
American Family Digital Executive Program from Wisconsin School of Business

More Information

Social Presence :

Prographics :

Exp : 39 Location : Nashville Metropolitan Area, United States Job Level : Senior Designation : Principal Consultant, Advisory at AHEAD
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Insights For Selling To Charlie

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Stress on the business value that your product offers
  • Highlight the competitive differentiation of your product

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Refrain from asking too many questions
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charlie is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Charlie

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Charlie move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Charlie take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Charlie

Personality Compatibility


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