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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Chief Financial OfficerClickup Dec 2023 - PresentSan Diego, California, Usoversee 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 -
Senior Vice President, FinanceClickup Jul 2021 - Dec 2023San Diego, California, UsExecutive team member, built and scaled Finance, Accounting, Revenue Ops, BI & Analytics, IT -
Senior Vice President, FinancePeople.Ai 2020 - 2021San Francisco, California, Us10x the business on both topline and valuation as acting CFOOversee all Finance, Accounting, Legal, Revenue Ops (Sales, Marketing & CS Ops in one), Analytics, PMO -
Vice President Of FinancePeople.Ai 2018 - 2020San Francisco, California, Usbuilt 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 -
Director, Sales Operations & Strategy / Chief Of Staff To CroAppdynamics 2016 - 2018San Francisco, Ca, UsI 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 -
Sales Finance ManagerAppdynamics 2015 - 2016San Francisco, Ca, Us -
Finance & Analytics, MarketingExpedia Group 2014 - 2015Seattle, Wa, Us -
Strategic Finance, Words With FriendsZynga 2013 - 2014San Francisco, California, Us -
Senior Financial Analyst, OperationsAmazon 2012 - 2013Seattle, Wa, Us
Dan Zhang Education Details
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University Of Illinois Urbana-ChampaignFinance -
Syracuse UniversityStatistics -
Syracuse UniversitySociology -
Communication University Of ChinaBachelor 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.
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