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New Business Processor Jobs in Calgary, AB (NOW HIRING)

Keyloop

New Business Account Executive

Calgary, AB · On-site

Strong pipeline generation, qualification, forecasting, and sales process discipline. * Excellent ... New business ARR achieved from net-new automotive retail accounts against quarterly and annual ...

People Corporation

IFS Administrator

Calgary, AB

CA$50K - CA$60K/yr

New Business Processing * Prepare, review, and submit new business applications, ensuring all documentation is complete and compliant. * Monitor applications throughout the underwriting and approval ...

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All JobsNew Business Processor JobsNew Business Processor Jobs in Calgary, AB

New Business Processor information

What skills and qualifications are needed to be a new business processor?

To thrive as a New Business Processor, you need strong organizational skills, attention to detail, and a foundational understanding of insurance or financial products, often supported by a high school diploma or relevant experience. Familiarity with customer relationship management (CRM) systems, document management software, and industry-specific platforms is typically required. Excellent communication, problem-solving abilities, and the capacity to manage time effectively are crucial soft skills. These skills ensure accurate processing of new business applications, minimize errors, and facilitate efficient client onboarding.

What is a new business processor?

New Business Processors are professionals who handle the initial processing and setup of new client accounts, policies, or contracts within financial, insurance, or similar organizations. They review, verify, and enter client information, ensuring all documentation is complete and accurate before forwarding it for further approval or underwriting. Their work is crucial to maintaining efficient workflow, regulatory compliance, and positive client experiences during the onboarding process.

What is the difference between New Business Processor vs Customer Service Representative?

AspectNew Business ProcessorCustomer Service Representative
CredentialsBasic office skills, sometimes industry-specific certificationsSame as New Business Processor, often with customer service training
Work EnvironmentOffice setting, processing new client applicationsOffice or call center, handling customer inquiries
Employer & IndustryFinancial, insurance, banking sectorsRetail, telecom, banking sectors
Search & ComparisonOften compared for roles involving client onboardingMore focused on ongoing customer support

The main difference is that a New Business Processor primarily handles onboarding and processing new client applications, while a Customer Service Representative focuses on ongoing customer support and issue resolution. Both roles require strong communication skills and industry knowledge but serve different stages of the customer lifecycle.

What are common challenges faced by new business processors during client onboarding?

New Business Processors often encounter challenges such as managing tight deadlines, ensuring that all client documentation is accurate and complete, and coordinating with multiple internal departments like underwriting and compliance. Navigating diverse client requirements and adapting to frequent policy or system updates can also be demanding. However, strong organizational skills, clear communication, and attention to detail are key to overcoming these obstacles and ensuring a smooth onboarding experience for new clients.
What are popular job titles related to New Business Processor jobs in Calgary, AB? For New Business Processor jobs in Calgary, AB, the most frequently searched job titles are:
What job categories do people searching New Business Processor jobs in Calgary, AB look for? The top searched job categories for New Business Processor jobs in Calgary, AB are:
New Business Processor jobs near you
Infographic showing various New Business Processor job openings in Calgary, AB as of August 2026, with employment types broken down into 72% Full Time, 26% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

New Business Account Executive

Keyloop

Calgary, AB • On-site

Full-time

Re-posted 8 days ago

Job description

Keyloop bridges the gap between dealers, manufacturers, technology suppliers and car buyers.
We empower car dealers and manufacturers to fully embrace digital transformation. How? By creating innovative technology that makes selling cars better for our customers, and buying and owning cars better for theirs.
 
We use cutting-edge technology to link our clients' systems, departments and sites. We provide an open technology platform that's shaping the industry for the future. We use data to help clients become more efficient, increase profitability and give more customers an amazing experience. Want to be part of it?
 
 

Purpose of the role

The New Business Account Executive is responsible for generating, developing, and closing new logo SaaS opportunities across Alberta. This quota-carrying role focuses on building pipeline, winning new ARR, and positioning solutions that help automotive retailers improve performance, productivity, and customer experience.

 
Key Responsibilities
  • Own and deliver new business ARR targets within the assigned territory.
  • Prospect, qualify, and develop net-new opportunities through outbound activity, referrals, events, campaigns, and account-based selling.
  • Build and manage a healthy pipeline with accurate CRM activity, opportunity updates, and forecasting.
  • Lead consultative discovery to uncover customer pain points, business priorities, decision criteria, and value drivers.
  • Present SaaS solutions, proposals, and business cases tailored to dealership leadership and executive stakeholders.
  • Coordinate internal resources including sales leadership, product specialists, pre-sales, marketing, and customer success to support complex opportunities.
  • Negotiate pricing and commercial terms to close mutually beneficial agreements.
  • Maintain market intelligence on competitors, customer trends, objections, and emerging opportunities.
Ideal Candidate Profile
  • Proven hunter mentality with strong prospecting discipline and a bias for action.
  • Demonstrated success selling SaaS, cloud-based, or mission-critical software solutions.
  • Experience managing complex, multi-stakeholder sales cycles.
  • Strong executive presence with the ability to build credibility and communicate value clearly.
  • Consultative seller who focuses on business outcomes, not just product features.
  • Resilient, self-motivated, organized, and comfortable managing multiple opportunities at once.
  • Automotive retail, dealership, OEM, DMS, CRM, desking, or digital retailing experience is an asset.
Knowledge, Skills, and Experience
  • 5 - 8+ years of B2B sales experience, preferably in SaaS, enterprise software, or technology sales.
  • Proven track record of new logo acquisition and consistent quota achievement.
  • Experience selling ARR-based solutions from prospecting through close.
  • Strong pipeline generation, qualification, forecasting, and sales process discipline.
  • Excellent communication, negotiation, presentation, and relationship-building skills.
  • Proficiency with CRM systems and Microsoft Office tools.
  • Ability to travel as required for prospect meetings, events, and territory development.
Success Measures
  • Achievement of quarterly and annual new business ARR targets.
  • Consistent creation and progression of qualified pipeline.
  • Accurate forecasting, strong CRM discipline, and effective territory execution.
  • Successful acquisition of new logo customers in priority segments.
Key Performance Indicators
  • New business ARR achieved from net-new automotive retail accounts against quarterly and annual targets.
  • Qualified pipeline coverage across priority Alberta dealership groups, rooftops, and independent retailers.
  • New logo dealership opportunities created, advanced, and closed for SaaS solutions such as DMS, CRM, desking, digital retailing, service, or related applications.
  • Outbound activity into target automotive accounts, including dealer principal, general manager, controller, fixed ops, sales, and IT stakeholder engagement.
  • Discovery meetings completed with dealership leadership to uncover operational pain points, current systems, integration needs, and value drivers.
  • Proposal-to-close conversion rate for competitive displacement, modernization, or add-on SaaS opportunities.
  • Forecast accuracy, CRM hygiene, and stage progression for dealership opportunities in the assigned territory.
  • Win rate against automotive SaaS competitors and incumbent dealership technology providers.
What We Offer

This role offers the opportunity to join a growing SaaS sales organization, build new business across Western Canada, and help automotive retailers modernize how they operate.

Why join us?
We're on a journey to become market leaders in our space - and with that comes some incredible opportunities. Collaborate and learn from industry experts from all over the globe. Work with game-changing products and services. Get the training and support you need to try new things, adapt to quick changes and explore different paths. Join Keyloop and progress your career, your way.
 
An inclusive environment to thrive
We're committed to fostering an inclusive work environment. One that respects all dimensions of diversity.  We promote an inclusive culture within our business, and we celebrate different employees and lifestyles - not just on key days, but every day.
 
Be rewarded for your efforts
We believe people should be paid based on their performance so our pay and benefits reflect this and are designed to attract the very best talent. We encourage everyone in our organisation to explore opportunities which enable them to grow their career through investment in their development but equally by working in a culture which fosters support and unbridled collaboration.
 
Keyloop doesn't require academic qualifications for this position. We select based on experience and potential, not credentials.
 
We are also an equal opportunity employer committed to building a diverse and inclusive workforce.  We value diversity and encourage candidates of all backgrounds to apply.
 
"At Keyloop, AI is a daily ally: We encourage and train every employee to use our AI tools to boost their creativity and productivity." 
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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