Kelson Beck
Onboarding Success Manager - Sequoia Advisory @Sequoia
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WORK HISTORY
Onboarding Success Manager - Sequoia Advisory @Sequoia
Tempe, AZ, US
Lead end-to-end client onboarding for mid-market and enterprise organizations, delivering a structured, consultative implementation experience from discovery through stabilization- Translate client business needs into clear onboarding plans, timelines, and success metrics across benefits administration, payroll, HRIS, ACA, and compliance services- Partner closely with Sales, Client Advisory, Product, and Service Delivery teams to ensure smooth handoffs and continuity of client experience- Facilitate onboarding kickoff calls, stakeholder alignment meetings, and recurring status updates to maintain momentum and accountability- Proactively identify risks, dependencies, and process gaps; implement mitigation strategies to keep implementations on track- Educate clients on Sequoia operating system, processes, and best practices to promote adoption and confidence early in the partnership- Advocate for the client internally, ensuring feedback is surfaced and incorporated into onboarding and service improvements- Document onboarding outcomes, configurations, and success criteria to support a seamless transition to ongoing advisory and service teams
EDUCATION
Northern Arizona University
Master of Arts - MA, Psychological Sciences
Wright State University
Bachelor of Science - BS, Rehabilitation Services
ABOUT KELSON BECK
8+ years of experience spanning payroll technology, financial services, and operational leadership. Currently serving as an Implementation Consultant at Paylocity. I contribute to seamless client onboarding by translating complex payroll needs into tailored system configurations while ensuring compliance with federal, state, and local tax regulations. Collaborating with cross-functional teams to align on project timelines, resolve technical challenges, and deliver consistent, high-quality outcomes.
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