+ Co-led standing up of the Transformation Office as member of CEO’s Extended Leadership Team
+ Co-stood-up structure to galvanize 1,200+ employees to drive $500M+ EBITDA transformation
+ Accountable via Weekly CEO SteerCo's for performance of Sales & LOB Growth transformations

+ Partnered with Sales to develop & manage strategic improvements that drove $XXXM+ in revenue
+ Grew Average Seller Performance by XX% via stronger management & pipeline practices
+ Expanded margin via improved processes on sales authority & pricing exceptions
+ Improved time to first sale by XX% via improved sales training & ongoing buddy problems

+ Rated Exceptional (Top 10th Percentile) in Performance Ratings in every role at FIS

Head of Commercial Excellence (Sales, Revenue) Transformation

+ Owned P&L & launch of 2 new products: Embedded Invoicing (EI) & Banking-as-a-Service (BaaS):
+ EI: Ran Day 1 Launch to 800,000 SMBs, enabled via coordinated go-live with 150+ Banks
+ EI: Grew Processing Revenue per SMB by 126% & new user conversion rates by 300% in 12 months
+ BaaS: Signed first partner Bank, first Fintech client, & built $50M pipeline

General Manager of Banking as a Service and SMB Digital Invoicing (Embedded Finance)

+ Drove execution of $300M in 2021 revenue synergies via enhanced sales enablement & cross-sell
+ Led Cross-Sell Strategic Ideation Sessions identifying $40M opportunity across key growth products
+ Stood-up Cross-Sell Pipeline Reviews & Deal Desks to execute pipeline and build cross-sell muscle

Senior Director of Strategic Revenue Expansion | Merchant Growth

McKinsey & Company

+ Led go-to-market strategy, product roadmap & tech procurement for multiple strategic real-time-payments products in the United States with a $10B+ market cap and $100M+ procurement plan

+ Drove go-to-market strategy for a $100M+ data-monetization-as-a-service platform for a Fortune 500 ad-tech client, working directly with the President; signing Fortune 100 French retailer

+ Spun-off and merged the high-tech business of a Fortune 500 client by working directly with CFO and overseeing five G&A functions (50+ employees) to ensure ~$200M in cost synergies realized

+ Managed a high-value operating model transformation across 6 IT departments that reduced service outages by 40%, benefiting 10M users at a Top 20 Bank; led monthly report-outs to CEO

+ Named Top 10% contributor to recruiting; helped lead the first Hispanic Latino Economic Forum

Engagement Manager

+ Created strategic plan to turn-around loss-making hospitality client based on P&L & Market Analysis

+ Developed market entry strategy & use cases for B2B client entering China 

+ Assessed employee satisfaction of 5k employees & built plan to improve retention & performance

Associate

Summer Associate

+ Led coordination of all project management functions (e.g., Finance) for $10M-$50M USAID projects
+ Built budget forecasts, placing in top 10% percentile in accuracy company-wide
+ Developed go-to-market strategy and market sizing for Corporate Social Responsibility business unit

+ Led preparation of military conferences including all procurements (~$150k) 
+ Managed 15-25 local staff during two week events in Mali, Ghana, Burkina Faso & Nigeria

Logistics Coordinator

+ Supported development of budget forecasts, project audit, and other end-to-end project support needs

Afghanistan Small and Medium Enterprise Development (ASMED) Project Assistant

Management Systems International

+ Assisted in the writing of contract proposals including corporate capabilities.
+ Translated documents to and from French, Spanish and English.
+ Participated in recruiting process by formatting CVs and writing personnel summaries.
+ Performed general administrative duties, edited documents, created excel spreadsheets, used and updated databases, conducted research and performed duties as required.

Business Development Intern

Southern Alliance for Clean Energy

+ Wrote, edited and translated grant reports, public comments, and educational fact sheets.
+ Conducted mathematical analyses on communications to the FL Public Service Commission.
+ Organized and prepared public service forums on wind energy across South Carolina, performing media outreach and taking part in high level meetings with State politicians.
+ Administered two networks that distribute news and alerts to NGO’s across the U.S.A.

Coastal Program and High Risk Energy Associate

Sierra Club

+ Interned with The Sierra Club, the largest environmental lobbying group in the United States during spring semester 2010. 
+ Conducted research and wrote technical document to be filed with the Louisiana Department of Environmental Quality which led to the denial of an environmental permit for Cleco Power.

Intern

U.S. Department of State

+ Worked in Information Technology, Public Affairs, and Political cones. 
+ Assisted in creation of public relations press packets for the June 2008 Presidential visit. 
+ Translated documents, took detailed notes, updated databases, and completed an extensive research project.

Tulane University

+ Supervised 25+ Tulane Teaching Assistants at Green Charter Middle School and New Orleans School of Science and Math while simultaneously assisting classrooms between 20-25 hours a week.

Teacher Assistant Supervisor

Even Wolf Campaign for State Representative

+ Staff secretary, organized events, canvassed the district and conducted polling.

I am a growth executive with 10+ years of leadership experience at Fortune 500's & as a start-up founder.

+ Currently I lead a Fortune 500 revenue transformation that has driven over $200M+ in growth since '22

+ Previously at FIS I launched two Embedded Finance Products to over 150 banks and 800,000 SMBs

+ Earned Top 10% Performance Rating as a Sr Director and VP at FIS

+ Prior to FIS I drove revenue growth and go-to-market in Tech & Financial Services @ McKinsey & Co

Beyond FIS, I pursue a variety of part-time entrepreneurial and social impact opportunities:

+ Founded an AI-based Lead Generation company for LinkedIn, FasterLeads.AI

+ Founded DineroHispano.com, a Hispanic SMB Consultancy, holding over 1,200 COVID survival trainings

I am multilingual (English, Spanish, French), bi-cultural, and have worked on four continents (8 countries).

I'm obsessed with family, mental & physical peak performance, and getting 1% better every day.

David Sardi

Self Employed

The Burlington Mortgage Centre

Mortgage Agent

Sony Pictures Releasing Canada

Provide strategic and executional feedback and recommendations on marketing campaigns for Sony Pictures Releasing Canada theatrical releases. Play an integral role in the various processes of a media plan by providing expertise in executional excellence. Manage and spearhead projects aimed at improving automation and efficiency.

Media Manager

Collaborate with senior media team and agency partners to develop and execute marketing campaigns for Sony Pictures Releasing Canada theatrical releases.

Associate Manager of Media

Mediabrands

Gathered information from media teams and clients, and effectively applied this information to create and distribute TV and radio instructions to stations.

Broadcast Traffic and Talent Coordinator

Buchanan Group

Worked collaboratively with sales and creative teams to develop and produce television commercials under several platforms, including Brand Power and Medifacts.

Production Executive

Region of Peel

Worked as a contract Administrative Assistant while completing my University Degree

Administrative Assistant

I Help You Accelerate Progress To Make Meaningful Transitions In Business & Life

Do you wake up feeling like:
-You’re successful on paper but something is missing?
-You’re letting fear and self-doubt keep you from taking action?
-You’re tired of feeling like you’re doing everything right, but still nothing is working?

Imagine waking up knowing change was possible. 

What would it feel like to eliminate friction between you and your next step?

To have the right toolbox filled with the right tools to become the doer of your own life.

To transition into building a future instead of going through the motions?

Maybe you want to start a side-hustle but don’t know where to find the time.

Or you want to leave your corporate life behind and start a small business, but don’t know where to start.

Or maybe you’ve started making a transition, but you’re stuck. You know what you should be doing, but you’re not actually doing it. 

If any of this sounds like you, I’m here to help. 

𝗧𝗼 𝗯𝗲 𝘁𝗵𝗲 𝗯𝗲𝗳𝗼𝗿𝗲 𝘁𝗵𝗮𝘁 𝗯𝗿𝗶𝗱𝗴𝗲𝘀 𝘆𝗼𝘂 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗮𝗳𝘁𝗲𝗿.

I’m not here to sell you perfection or be your magic wand. 
I’m here to help you build an unshakeable foundation and open your eyes to possibility.

Which is what I built for myself after taking my own leap. 
Leaving a stable, corporate environment after 15 years. 

And now I know it’s my mission to help other people do the same. 

To make the first part of your journey easier. 
Doing it alone is possible. Doing it with support makes it a whole lot better.

If you’re interested to learn how I can help you, DM me ‘transition’ or send a note and say hi:  xenia@thepursuitofprogress.ca

We are better together!

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The Battle

David Sardi

Xenia Smith

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