
Building a Strategic Global Mobility Program from Scratch with Benivo
About Klaviyo
Klaviyo, a leading marketing automation platform, was on the cusp of an IPO and experiencing rapid global expansion and "aggressive hiring". This period of "hypergrowth" necessitated a shift from informal, inconsistent global mobility practices to a formalized, compliant, and employee-centric program. The challenge was to ensure everything about the program was in order for outside scrutiny, while building a program that could support significant global growth. By strategically adopting a phased approach and leveraging Benivo's integrated platform, Klaviyo successfully built a streamlined global mobility function, enabling aggressive hiring goals and enhancing the employee experience.Global Mobility Challenge: Formalizing Mobility Amidst Rapid Growth
Prior to establishing a formal program, Klaviyo's mobility matters were handled inconsistently, with varying levels of service and a lack of centralized data and documentation. As Klaviyo approached its IPO, there was a critical need for compliance and efficiency. The "hypergrowth" phase and global expansion with a strong focus on in-person work demanded a robust relocation and mobility support system. A significant hurdle involved documenting and addressing "legacy one offs" and "inherited cases" with inconsistent policies and promises made to employees. The informal approach also led to an "inconsistent" employee experience with many escalations and slow execution.Solution Implemented: Relocation Services powered by Mobility Tech, and digital financial support
Klaviyo adopted a strategic, iterative approach guided by a “thirty, sixty, ninety, three-six-five plan.” Benivo served as the core Relocation Services and Mobility Tech platform, enabling Klaviyo to consolidate information, automate workflows, and replace fragmented manual processes.
Initial Audit and Interim Standardization
The first phases focused on "critical compliance" and interim standardization. This involved auditing existing mobility data to "get a handle on what we've inherited", including verifying right-to-work documentation and gathering all existing contracts and loose policy structures. Temporary systems were put in place to manage new cases and ensure basic compliance.Data-Driven Program Development
A key aspect of Klaviyo's strategy was "data gathering" to understand program effectiveness, costs, and departmental needs. This data was crucial for refining the program before its full launch. As Amanda (Klaviyo's representative) stated, "When you have the metrics, you can go to your stakeholders and say, hey, here's the actual information we have on the program".Constant Stakeholder Engagement
Consensus building was a "fairly constant" process, emphasizing relationship building and trust. Stakeholders, including HR, finance, and line managers, were involved in the data gathering phase, leveraging metrics to demonstrate program effectiveness and gain buy-in for proposed changes. This ensured that "folks knew this was coming. They had a hand in these decisions".Leveraging Benivo for Full Launch
After running an RFP, Klaviyo selected Benivo to support the full launch of their new mobility program. Benivo provided one unified platform that allowed Klaviyo to:
- Systemize processes: Replacing manual workflows with automated solutions to manage contracts, assignment letters, relocation agreements, and clawbacks.
- Enhance Efficiency: Integrating with Klaviyo's recruiting and HR systems to create "as many efficiencies as possible".
- Provide a "Self-Service, Tech Focused" Solution: Benivo offered self-service access to information and resources, reducing inbound questions. Employees could navigate their mobility needs more independently, while retaining access to high-touch relocation support when needed.
- Manage vetted vendors for temp housing and more, tracking performance and managing escalations.
- Support Continuous Improvement: Klaviyo continues to use Benivo’s reporting capabilities and unified mobility data to assess program effectiveness, costs, and areas for future iteration.
The Impact: Compliance, Efficiency, and an Enhanced Employee Experience
The strategic implementation led to significant benefits for Klaviyo:
- Robust Compliance: The new program ensured “complete compliance” with right-to-work regulations and documentation requirements.
- Increased Efficiency and Reduced Administrative Burden: Automation and self-service reduced manual work, allowing HR to focus on strategic initiatives rather than transactional tasks.
- Enhanced Employee Experience: Consistent, transparent processes gave employees clarity and choice between digital self-service and personal support.
- Data-Driven Decision Making: The emphasis on data and analytics empowered Klaviyo to report on program effectiveness and build stakeholder confidence.
- Scalable Solution: The mobility program was designed to scale with Klaviyo’s continued hypergrowth, supported by an agile Mobility Tech partner whose platform evolves with their needs.
Building a Strategic Global Mobility Program from Scratch with Benivo
Klaviyo's journey demonstrates how a fast-growing company can strategically build a global mobility program from the ground up, moving from informal practices to a highly efficient and employee-centric model by leveraging the right technology partner.
Watch the complete video from The View From The Top to learn more.
"When you have the metrics, you can go to your stakeholders and say, hey, here's the actual information we have on the program. So it's not just me coming at you telling you what's going to work. It's here's the data we have. What does this mean to you for your goals, for your program, for your line of the business, for what's next?"
Amanda Santamour
Key Learnings from Klaviyo's Journey
- Never at Zero: Even informal, undocumented mobility activity needs to be assessed before building a program.
- Prioritize Critical Compliance: Establish a strong compliance foundation first.
- Embrace Iteration: Programs evolve so continuous assessment and refinement are essential.
- Build Relationships: Partner across HR, finance, and recruiting to gain buy-in.
- Lead with Data: Metrics drive alignment and enable strategic conversations.
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