Patrick O'Neill

Patrick O'Neill

Chief Executive Officer @ Firm360

About

I believe great businesses are built when leaders and teams are freed to focus on what they do best. My passion as a CEO is helping people remove barriers; whether that’s outdated systems, inefficient processes, or organizational roadblocks, so they can thrive, grow, and deliver their best work. That belief drives everything I do at Firm360. I’ve seen firsthand how accounting firm owners and their teams get weighed down by administrative chaos, even though they have the talent and ambition to succeed. Our goal at Firm360 is to lead the charge in solving that problem: aligning our vision, team, and technology to create tools that help firms work smarter, scale with confidence, and deliver a modern client experience. Since stepping into this role, I’ve focused on building a company that’s not only product-driven, but also people-driven. Firm360 has helped firms save 10+ hours a week, cut billing time by 66%, and achieve 100% client portal adoption, all while maintaining <1 hour support response times and delivering first-class onboarding for firms of every size. These results matter to me because they represent more than numbers: they represent healthier teams, better client relationships, and businesses that can grow without burning out. I’m always open to connecting with leaders who share this passion for building workplaces where people can truly thrive.

Country

United States

City

Fort Worth

Industry

Professional Training & Coaching

Skill

Salesforce.com, Account Management, SaaS, CRM, Sales, Digital Marketing, Marketing, Mentoring, Recruiting, Analytics, Program Management, Marketing Research, Management, Event Planning, Sales Process, Strategy, Leadership, Lead Generation, Team Leadership, Enterprise Software

Experience

Firm360

Chief Executive Officer

Firm360

LinkedIn
2024-3 - Present · 2 yrs 7 mos
BetterUp

Vice President of Sales

BetterUp

LinkedIn
2023-1 - 2024-2 · 1 yr 2 mos

Austin, Texas, United States

UKG

Group Vice President, Sales

UKG

LinkedIn
2021-10 - 2023-1 · 1 yr 4 mos

Austin, Texas, United States

UKG

Vice President, Executive Relationships (Enterprise)

UKG

LinkedIn
2020-8 - 2021-10 · 1 yr 3 mos
Ultimate Software

Vice President, Executive Relationship Management

Ultimate Software

LinkedIn
2016-12 - 2020-8 · 3 yrs 9 mos

Orange County, California Area

Ultimate Software

Director, Executive Relationship Management

Ultimate Software

LinkedIn
2014-6 - 2016-12 · 2 yrs 7 mos

Orange County, California Area

Ultimate Software

Executive Relationship Manager

Ultimate Software

LinkedIn
2012-1 - 2014-6 · 2 yrs 6 mos

Orange County, California Area

Aspen Marketing

Account Coordinator

Aspen Marketing

LinkedIn
2010-3 - 2012-1 · 1 yr 11 mos

Aspen Marketing Services is a leading global marketing services agency with offices and resources throughout the world. A division of Epsilon, Aspen builds long-term relationships with clients, many of which are in the Fortune 100. Clients benefit from Aspen’s comprehensive portfolio of in-house marketing capabilities, including direct marketing, digital marketing, experiential and event marketing, online and offline word of mouth, Hispanic marketing and advanced analytics.

Target

Executive Team Leader of Assets Protection

Target

LinkedIn
2009-5 - 2010-4 · 1 yr

Education

The Wharton School

The Wharton School

LinkedIn
University of San Diego

University of San Diego

LinkedIn

Marketing, Business Administration (Magna Cum Laude)

Dartmouth College

Dartmouth College

LinkedIn

Patrick O'Neill's Contact Information

Email

******@***.com

Phone

(**) *** ****

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