RingLogix - UCaaS Platform for MSPs

Partner Development Manager

FlexPoint

Worldwide Business Research (WBR)

Worldwide Business Research, a global market leading B2B research, summit and intimate networking organization established to provide an interactive, high-level platform for the exchange of ideas, best practices and timely perspectives among senior executives. 

We are focused on developing strong relationships with clients, connecting with key business executives and stakeholders. Furthermore, we help to identify new business opportunities among new and existing clients.

Project Manager - Delegate Acquisition, Asia Pacific

CrewBloom

- Sourcing new partners and executing exciting partnership solutions
- Negotiating partnership deals and ensuring mutually beneficial partnership terms that are in line with business objectives and strategy
- Work with marketing to develop metrics to measure ROI from partnerships.

Strategic Sales & Partnerships Manager

- Overseeing the sales process including cold calling, developing territory business plans, and account strategies 
- Develop strategies to drive business growth and revenue through outbound and inbound sales activities.
- Collaborate with the marketing team to plan and roll out initiatives to tap new channels of business.  
- Set goals for the business development team and develop strategies to meet those goals.
- Maintain account management structure and develop a customized CRM system for data tracking and analysis
- Build and maintain worthwhile relationships through networking, meetings, and creating a solid social media presence.
- Outline KPI tracking via HubSpot dashboarding.

Business Development Manager

Pacific Invesco Capital Limited

- Writing clear and error-free business plans and white papers for PICL that reflect the company’s voice
- Meet with clients to understand their message, brand voice, and target audience
- Proposing copy concepts for clients and carrying out projects once they are approved
- Interpreting governance direction and technical information and turning them into persuasive copy concepts
- Collaborating with PR and marketing departments to brainstorm and develop a variety of marketing materials
- Working with clients to edit and modify copy to meet their content expectations

Financial Copywriter

GLG (Gerson Lehrman Group)

Council Member

BBS Trust Int'l Limited

BBS Trust International Limited is a Trust Company incorporated in Labuan, Federal Territory of Malaysia under the Labuan Companies Act 1990. Registered by the Labuan Financial Services Authority to provide professional business services as a Labuan Trust Company under the Labuan Financial Services and Securities Act 2010. With Family Office Services distinctly attuned to wealth creation and preservation objectives of high-net-worth individuals and families. 

- Writing clear and error-free content for BBS that reflects the company’s voice
- Meet with clients to understand their message, brand voice, and target audience
- Proposing copy concepts for clients and carrying out projects once they are approved
- Interpreting governance direction and technical information and turning them into persuasive copy concepts
- Collaborating with PR and marketing departments to brainstorm and develop a variety of marketing materials
- Working with clients to edit and modify copy to meet their content expectations

Club20/20

Corporate Media Events. European Insurance and Fintech Industry. Professional community builder, specializing in bringing together innovators and leading executives who share the same challenges, goals, and aspirations from a range of different industries.

Business Development Specialist

Beacon Events

Mines and Technology brings together high caliber solution and technology providers and C-Level executives from all major mining companies with the aim to drive innovation in this multi-billion dollar conservative sector. Our shows took place in Toronto, London and Helsinki and have a particular focus on 21st century innovation. Key topic areas range from automation, digital and data analytics to mobile technologies and the impact of innovation on business processes. 

Hired by Informa's previous Award Winning Sales Director for a Delegate Sales position. 3 months later promoted to Delegate Sales Manager by Beacon Events' Head of Marketing. Working with the same team responsible for one of the world's most prestigious mining investment platforms, Mines and Money opened me to a prolific network and stimulated so many ideas.

Delegate Sales Manager

PIM @ FlexPoint | Driving Partner Growth

At RingLogix, my job is to build important partnerships that help our UCaaS platform grow. I use the leadership and B2B marketing skills I'm learning every day to work with managed service providers and help them increase their recurring revenue.

Our team is hyper-focused on delivering great service, which has helped us build strong relationships and find exciting opportunities. With 10+ years in outbound prospecting, inbound sales, and strategic partnership leadership, I aim to drive innovation and growth, creating success for both RingLogix and our amazing partners.

Oliver Bohol

Anthony Monroig

Anaplan

Anaplan helps organizations connect their people, data, and plans in one platform to make faster, smarter decisions.

We enable businesses to plan continuously and adapt quickly across finance, sales, supply chain, and more; driving better performance and outcomes.

Enterprise Account Executive

Koa Health

As an Enterprise Account Executive at Koa Health, I help organizations provide accessible, personalized mental health care to their employees. 

My focus is on supporting HR and Benefits leaders in building healthier, more resilient workplaces.

Koa Health provides personalized, evidence-based mental health solutions through a unified digital platform, offering care that spans prevention to clinical treatment. 

I’m passionate about helping organizations simplify mental health care while empowering individuals to thrive.

AIIR Consulting

As an Individual Contributor, I managed executive partnerships to drive sales, while implementing sales strategies to help build the AIIR brand.

AIIR exists to create sustained behavior change through skill building and individual team development across the organization supporting; individuals, teams, and organizational leaders.

BetterUp

As an Enterprise Account Executive, my role was focused on developing and implementing comprehensive account plans to drive BetterUp's coaching platform adoption within enterprise-level clients.

The BetterUp experience brings together world-class coaching, AI technology, and behavioral science experts to deliver change at scale — improving individual resilience, adaptability, and effectiveness.

Senior Enterprise Account Executive

CultureIQ (Acquired by Perceptyx) 

As an Enterprise Account Executive at CultureIQ, I worked with HR and Benefits leaders to help organizations measure and improve their workplace culture. CultureIQ was later acquired by Perceptyx. 

This role focused on helping businesses create stronger, more connected workplaces through actionable data and expert insights.

CultureIQ provided research-backed tools and surveys to help organizations measure, analyze, and improve their workplace culture, fostering alignment between company values and employee experiences.

LinkedIn

As an Enterprise Account Executive on the LinkedIn Elevate team, I helped HR, Marketing, and Communications leaders empower their employees to share company-approved content on LinkedIn.

*Elevate was removed as a stand alone product and merged with LinkedIn Pages. 

Elevate helped drive awareness to employee advocacy programs by:

1. Identifying social media champions within your organization. 

2. Curating relevant content. 

3. Monitoring performance and keeping everyone excited. 

4. Measuring and analyzing those results, while providing ROI implication data.

Enterprise Account Executive, Elevate

SiriusDecisions

As an Enterprise Named Account Executive at SiriusDecisions, I worked with clients across the Midwest to help them optimize their sales, HR, marketing, and product strategies.

This role was focused on aligning business functions and empowering companies with data-driven strategies.

*SiriusDecisions was later acquired by Forrester Research, integrating its expertise into Forrester’s broader offerings.

SiriusDecisions empowered the world's leading marketing, sales, HR, and product professionals to make better decisions, execute with precision and accelerate growth.

Enterprise Named Account Executive

Indeed.com

As a Senior Account Executive at Indeed, I helped senior HR leaders, business owners, and talent leaders find the best ways to attract and hire top talent using Indeed’s platform.

Indeed connects millions of people to new opportunities every day, and my role focused on helping organizations simplify hiring and achieve their talent goals.

Senior Account Executive

Tommie Copper Inc.

As a Senior Enterprise Account Executive at Tommie Copper, I drove enterprise sales growth. 

- Managed a diverse portfolio of enterprise clients, exceeding sales targets through strategic account management and consultative selling techniques.

- Developed Tailored Solutions: Partnered with clients to identify their pain management and recovery needs, crafting customized solutions leveraging Tommie Copper’s product line.

Tommie Copper specializes in creating comfortable, everyday clothing and accessories designed to reduce pain, promote recovery, and enhance mobility.

Fidelity Investments

As a Financial Representative at Fidelity, I focused on delivering excellent client service and support.

- Supported clients with account management, problem-solving, and navigating investment tools.

- Provided great customer service: Answered questions and made sure clients felt confident about their financial decisions.

- Explained Fidelity’s tools and services in simple terms so they could make informed choices.

Fidelity Investments is one of the largest financial services companies in the U.S. They help people manage their money, plan for retirement, and invest in their future.

Financial Representative

Enterprise Sales Director @ Koa Health | Mental Health Advocate | Coach |

Over the past 15+ years, I've had the opportunity to work across various industries, including HR tech, research and advisory, financial services, and martech. 

During this time, I've teamed up with leaders in areas such as coaching, business transformation, benefits, employee experience, and learning and development.

What drives me is helping organizations connect their business strategy with tangible goals; whether it’s through better planning, performance, or people first outcomes.

I have a strong passion for leveraging data to drive business performance.

​I enjoy building strong partnerships with CFOs, CSOs, CMOs, and CHROs to help them plan with precision.

At the end of the day, my family is my why. My amazing wife and kids keep me pushing forward.

Let’s connect if you:
✔️ Love building authentic relationships.
✔️ Are a working parent juggling career and family. 
✔️ Believe staying active helps you win at work and life.
✔️ Are passionate about data-driven business outcomes.

Regional Vice President of Sales

AIIR Consulting is a global leadership consulting firm that is dedicated to increasing the effectiveness of leaders around the world. AIIR offers world-class partnerships, building leaders, teams, and organizations that are centered around being more innovative, inclusive, engaged, and empowered.

Our four core services include:
-Executive Coaching
-Leadership Development
-Team Effectiveness
-Organizational Effectiveness

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Oliver Bohol

Anthony Monroig

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