Dan Zhang in

Dan Zhang

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Chief Financial Officer at ClickUp
📍 San Francisco, California, United States

Dan Zhang is the Chief Financial Officer at ClickUp, where she leads finance, accounting, HR, and legal to position the company for public readiness and durable growth. Described as an "inspirational leader" and "GTM expert, " she specializes in scaling high-growth SaaS businesses. She holds a Chartered Financial Analyst (CFA) certification.

Originally from a small town in China, she started her career as a journalist in Beijing before moving to the US to pursue business. She is passionate about mentoring her teams and fosters a culture of continuous learning. She is also interested in philanthropy, particularly causes supporting childrens health.

She was part of the leadership team at AppDynamics when it was acquired by Cisco for $3. 7B just 48 hours before its scheduled IPO.

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Experience
4 Years
Current Role
Chief Financial Officer
Job Level
Leadership
Location
San Francisco, California, United States
Personality Overview

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Communication Style
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Priorities

Topics Dan cares about

AI in Finance
She actively discusses how AI is rewriting SaaS ROI playbooks and shifting finance from a control function to one driven by curiosity and strategic insight.
Scaling SaaS Businesses
Her career is defined by scaling companies 10x, driving hyper-growth, and leading organizations from startup to "scale-up" and IPO readiness.
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Career

Work history

12-2023
Chief Financial Officer
ClickUp
7-2021 - 12-2023
Senior Vice President, Finance
ClickUp
Senior Vice President, Finance
People.ai
Vice President of Finance
People.ai
Director, GTM Operations / Chief of Staff to CRO
AppDynamics
In the press

Media appearances

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Education
Master of Science (M.S.)
University of Illinois Urbana-Champaign
Master of Science (M.S.)
Syracuse University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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