At AppDynamics, Dan Zhang tackled a critical gap in sales predictability during a SaaS transformation by building an analytics stack and leading early-morning trainings. Her hands-on approach earned her Sales MVP—despite not being in sales—proving that finance can drive frontline impact and unlock strategic value across the business.
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Now Watch the Complete Episode Featuring CFO Dan Zhang of ClcikUp
Dan Zhang shares how her cross-functional experience and whole-brain leadership style shape her approach to finance at ClickUp. She explains why AI is now a critical “third lens” for evaluating business health, alongside growth and cash. Zhang reveals how strategic CFOs must place bets, unlock forward visibility, and personally lead high-impact efforts like AI adoption to drive results.
| CFO’s Strategy Playbook |
|---|
| • Treat finance as an operating engine |
| • Lead strategic bets from the front |
| • Use AI to reveal revenue drivers |