Dan Zhang

CEO

San Francisco, California, United States13 yrs 9 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Scaled topline 10x at ClickUp.
Drove 10x revenue increase at People.ai.
Led AppDynamics through IPO readiness.

Stackforce AI infers this person is a SaaS financial leader with extensive experience in scaling operations and driving growth.

Contact

Skills

Core Skills

Corporate FinanceStrategic Financial PlanningFinancial AnalysisLeadershipFinancial StrategyFinancial ModelingGtm StrategyFundraisingSales OperationsSales AnalyticsSales Process Improvement

Other Skills

Financial ReportingForecastingData AnalysisStatistical ModelingStatisticsVariance AnalysisBusiness Process ImprovementBusiness AnalyticsSales & MarketingGo-to-market StrategyFP&ASales AnalysisRevenue OperationsSales CommissionSales Capacity

About

Strategic CFO with proven expertise of growing and scaling venture backed tech companies. I build and lead teams that enables growth, consistently delivering outcomes and financial results. My approach combines the agility and grit of startup leadership with the rigorous operational discipline of scaling up. I drive clarity and mobilize large teams to solve complex challenges, build winning culture, and just get * done. Currently, as CFO at ClickUp, I lead finance, accounting, IR, corporate dev, HR, legal, and strategic initiatives. Scaled topline 10x and preparing the company for public readiness. Previously, as SVP of Finance & Ops at People.ai, I drove financial strategy and shaped product direction to go up market - directly drove a 10x increase in both revenue and valuation. Prior to that, I led GTM Ops at AppDynamics through its acquisition by Cisco at 17x ARR in 2018, 40 hours before IPO.

Experience

Clickup

2 roles

Chief Financial Officer

Promoted

Dec 2023 – Present · 2 yrs 4 mos · San Francisco Bay Area

oversee all aspects of G&A: finance, accounting, corp dev, people/HR, legal
helping the company reach scale by public readiness, capital allocation, M&A and strategic partnerships

Financial ModelingStrategic Financial PlanningCorporate FinanceFinancial ReportingLeadership

Senior Vice President, Finance

Jul 2021 – Dec 2023 · 2 yrs 5 mos · San Francisco Bay Area

built and scaled the entire finance and operations to support the 10x hyper growth period

Financial ModelingFinancial AnalysisForecastingLeadership

People.ai

2 roles

Senior Vice President, Finance

Promoted

Jan 2020 – Jan 2021 · 1 yr

10x the business on both topline and valuation as acting CFO

Financial StrategyFinancial ModelingLeadership

Vice President of Finance

Jan 2018 – Jan 2020 · 2 yrs

built the finance and operational foundation at hyper-growth Series C company. Part of Executive team reporting to Founder/CEO
Main 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

Financial ModelingFinancial AnalysisLeadership

Appdynamics

2 roles

Director, GTM Operations / Chief of Staff to CRO

Promoted

Jan 2016 – Jan 2018 · 2 yrs

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 $3.7b
Main 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