Dan Zhang

Dan Zhang Email and Phone Number

Chief Financial Officer @ ClickUp @ ClickUp
Dan Zhang's Location
San Francisco, California, United States, United States
About Dan Zhang

Finance Executive with deep expertise in both Enterprise software and Product-led-growth SaaS. I build high-performing teams to drive efficient growth, usually 10x the business valuation. I combine the scrappiness of a startup leader with the operational discipline needed in a scaled enterprise. I can scale up or scale down as needed to solve complex problems, build strong culture and create values across the business. Currently serving as Chief Financial Officer at ClickUp, I oversee all aspects of finance, accounting, people/HR, legal, helping the company reach scale by public readiness, capital allocation, and strategic decision supportPreviously, as the SVP of Finance & Operations at People.ai, I played a pivotal role in driving the company's financial strategies, GTM repeatability, and product direction, leading to substantial growth and 10xing the business on both topline and valuation

Dan Zhang's Current Company Details
ClickUp

Clickup

View
Chief Financial Officer @ ClickUp
Dan Zhang Work Experience Details
  • Clickup
    Chief Financial Officer
    Clickup Dec 2023 - Present
    San Diego, California, Us
    oversee all aspects of G&A: finance, accounting, corp dev, people/HR, legalhelping the company reach scale by public readiness, capital allocation, and strategic decision support
  • Clickup
    Senior Vice President, Finance
    Clickup Jul 2021 - Dec 2023
    San Diego, California, Us
    Executive team member, built and scaled Finance, Accounting, Revenue Ops, BI & Analytics, IT
  • People.Ai
    Senior Vice President, Finance
    People.Ai 2020 - 2021
    San Francisco, California, Us
    10x the business on both topline and valuation as acting CFOOversee all Finance, Accounting, Legal, Revenue Ops (Sales, Marketing & CS Ops in one), Analytics, PMO
  • People.Ai
    Vice President Of Finance
    People.Ai 2018 - 2020
    San Francisco, California, Us
    built the finance and operational foundation at hyper-growth Series C company. Part of Executive team reporting to Founder/CEOMain achievements:- Lots of buildings: GTM playbook and tech stack, Data and KPIs, Financial models, Accounting policies and Internal Control, Executive Operating Cadence- Provided product advisory and measurement to drive the Product Market Fit - Led Series C of raising $60M and debt financing- Hired and coached a team of ops and finance leaders to achieve both growth rate and growth efficiency
  • Appdynamics
    Director, Sales Operations & Strategy / Chief Of Staff To Cro
    Appdynamics 2016 - 2018
    San Francisco, Ca, Us
    I built out the Global Sales Ops & Insights team and scaled the ARR 10x during the hyper-growth period. I reported to CRO and took on multiple leadership roles to drive the IPO readiness - AppDynamics was acquired by Cisco 48 hours before IPO date at $3.7bMain Achievement:- Head of Sales Analytics team, built Sales analytics stack to provide timely and actionable sales and market intelligence to Global GTM Leadership team. This team built a data-driven decision-making process to enable the business to move fast and move smart- Built Sales Finance function to bring the discipline to the Global Sales org as a finance leader: sales efficiency decreased from over 60% to 35%; gross margin increased from 60% to 80% through discounting monitoring and control- Led Global Field Ops function to scale with the high growth and continuously improve sales efficiency and effectiveness: Sales Process Optimization, Sales Commission, Sales Capacity. Improve Forecasting visibility and ensured IPO Readiness. (AppDynamics was acquired by Cisco 48 hours prior to IPO)- Stood up Sales Strategy team to drive cross-functional alignment with Marketing, Finance, Post-sales and Product to achieve ~80% revenue growth and helped company pivoting to SaaS/Subscription model- Scaled Sales HC from ~80 to ~600 globally and maintained the sales productivity level through strategic planning, process improvements, and GTM org design- Recruited, grew and led a team of 30 sales operations managers, GTM strategy and Data analysts- Post-acquisition experience: drive post-acquisition sales integration programs with Cisco to accelerate revenue growth- Chief of Staff to CRO. covered day-to-day org operations, Sales All-hands & Leadership QBR, Board & EStaff presentation
  • Appdynamics
    Sales Finance Manager
    Appdynamics 2015 - 2016
    San Francisco, Ca, Us
  • Expedia Group
    Finance & Analytics, Marketing
    Expedia Group 2014 - 2015
    Seattle, Wa, Us
  • Zynga
    Strategic Finance, Words With Friends
    Zynga 2013 - 2014
    San Francisco, California, Us
  • Amazon
    Senior Financial Analyst, Operations
    Amazon 2012 - 2013
    Seattle, Wa, Us

Dan Zhang Education Details

  • University Of Illinois Urbana-Champaign
    University Of Illinois Urbana-Champaign
    Finance
  • Syracuse University
    Syracuse University
    Statistics
  • Syracuse University
    Syracuse University
    Sociology
  • Communication University Of China
    Communication University Of China
    Bachelor Of Laws (Llb)

Frequently Asked Questions about Dan Zhang

What company does Dan Zhang work for?

Dan Zhang works for Clickup

What is Dan Zhang's role at the current company?

Dan Zhang's current role is Chief Financial Officer @ ClickUp.

What schools did Dan Zhang attend?

Dan Zhang attended University Of Illinois Urbana-Champaign, Syracuse University, Syracuse University, Communication University Of China.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.