WACO, Texas — June 29, 2026
July Business Services (JULY), a national provider of retirement plan administration and recordkeeping technology, today announced two senior leadership appointments that sharpen the firm’s focus on growth and innovation. Blake Willis has been promoted to President of Retirement Services, and Josh Bulgin has joined the company as Chief Commercial Officer.
Willis, previously Chief Operating Officer of Retirement Services, has spent years building and running JULY’s core service operations. As President of Retirement Services, he will oversee core plan operations, the firm’s ERISA and technical standards, and advisor relationships, the foundation of JULY’s client experience.
In the newly created Chief Commercial Officer role, Bulgin will lead JULY’s transformation, growth, and commercial strategy, with responsibility for sales, marketing, and the firm’s go-to-market approach. He joins JULY from Concentrix (NASDAQ: CNXC), the global customer-experience leader, where as Senior Vice President of CX Technology he built and ran a global transformation business, owning its P&L, go-to-market, and delivery. This included many of the company’s key commercially deployed AI solutions, delivered at scale with real impact. Over more than two decades, Bulgin has scaled software and services businesses at every stage, from pre-revenue startups to multi-billion-dollar operations, with senior leadership roles at Asurion, Zoove, and Motricity.
Willis and Bulgin will partner closely on the operational evolution and scalability central to JULY’s next phase of growth, pairing deep operational expertise with proven commercial and transformation leadership.
“These appointments are about building for the future. Blake is one of the most knowledgeable leaders in our industry and a trusted resource to our key partners and advisors, he’s earned this. Josh brings a proven record of scaling and transforming companies. Together, they’ll partner on the operational transformation and scalability that define our next phase of growth.”
— John Humphrey, Chief Executive Officer of JULY
“I’ve spent my career at JULY building teams and systems that deliver for our clients,” said Willis. “This next chapter is about doing that at a bigger scale, without losing what makes us different.”
“JULY has built something rare, a business that pairs leading technology with a differentiated service model, based in deep domain expertise, that delivers great outcomes for clients,” said Bulgin. “That combination is hard to find. I am very excited at the opportunity to help JULY scale and it is exactly the kind of challenge I’ve built my career on.”
July Business Services (JULY) offers a comprehensive suite of modern retirement plan solutions built to make workplace plans accessible to America’s small businesses. Leveraging proprietary technology, JULY simplifies and automates retirement plan setup and operation, while a high-touch service model ensures a superior experience for employers, employees, and financial advisors. JULY serves more than 10,000 401(k), cash balance, defined benefit, and other retirement plans across the United States, and provides white-label, co-branded, and back-office retirement plan support for other organizations. Learn more at www.julyservices.com.
