Chief Financial Officer
Currentoversee 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
Dec 2023 - Present
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Dan Zhang Email & Phone Number
Chief Financial Officer @ ClickUp
at
ClickUp
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✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Chief Financial Officer @ ClickUp
Location
San Francisco, California, United States
Who is Dan Zhang? Overview
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Dan Zhang is listed as Chief Financial Officer @ ClickUp at ClickUp, based in San Francisco, California, United States. AeroLeads shows a matched LinkedIn profile for Dan Zhang.
Dan Zhang previously worked as Chief Financial Officer at Clickup and Senior Vice President, Finance at Clickup. Dan Zhang holds Master Of Science (M.S.), Finance from University Of Illinois Urbana-Champaign.
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ClickUp
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Profile bio
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
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Dan Zhang's current company
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9 roles · 15 years
Dan Zhang work experience
A career timeline built from the work history available for this profile.
Senior Vice President, Finance
Executive team member, built and scaled Finance, Accounting, Revenue Ops, BI & Analytics, IT
Jul 2021 - Dec 2023
Senior Vice President, Finance
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
2020 - 2021
~1 yr
Vice President Of Finance
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
2018 - 2020
~2 yrs
Director, Sales Operations & Strategy / Chief Of Staff To Cro
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
2016 - 2018
~2 yrs
Sales Finance Manager
2015 - 2016
~1 yr
Finance & Analytics, Marketing
2014 - 2015
~1 yr
Strategic Finance, Words With Friends
2013 - 2014
~1 yr
Senior Financial Analyst, Operations
2012 - 2013
~1 yr
4 education records
Dan Zhang education
Master Of Science (M.S.), Finance
University Of Illinois Urbana-Champaign
Master Of Science (M.S.), Statistics
Syracuse University
Master Of Arts (M.A.), Sociology
Syracuse University
Bachelor Of Laws (Llb)
Communication University Of China
FAQ
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Quick answers generated from the profile data available on this page.
What company does Dan Zhang work for?
Dan Zhang works for ClickUp.
What is Dan Zhang's role at ClickUp?
Dan Zhang is listed as Chief Financial Officer @ ClickUp at ClickUp.
Where is Dan Zhang based?
Dan Zhang is based in San Francisco, California, United States while working with ClickUp.
What companies has Dan Zhang worked for?
Dan Zhang has worked for Clickup, People.Ai, Appdynamics, Expedia Group, and Zynga.
How can I contact Dan Zhang?
You can use AeroLeads to view verified contact signals for Dan Zhang at ClickUp, including work email, phone, and LinkedIn data when available.
What schools did Dan Zhang attend?
Dan Zhang holds Master Of Science (M.S.), Finance from University Of Illinois Urbana-Champaign.
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