Deputy Manager – Distribution L&D Analytics & Process Optimization

PNB MetLife India Insurance Company; Gurgaon; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Workline Private Limited in Gurgaon invites a Process Optimization & Digital Enablement Specialist to design, build, and improve scalable in-house digital workflows across Distribution Learning & Development. You will leverage Microsoft 365 and low-code tools to streamline onboarding, training, compliance, and learning operations.

Collaborate with L&D, Sales Distribution, and Operations to standardize processes, deploy dashboards in Power BI, and ensure data integrity, governance, and adoption.

Qualifications

• Bachelor's degree in engineering, CS, IT, or related fields.
• 3–6 years of experience in process optimization and digital enablement.
• Proficiency with Microsoft 365 and low-code workflow tools.
• Experience with Power Automate, Power Platform, and data dashboards.

Responsibilities

• Design, build, test, and deploy digital workflows using Microsoft 365.
• Transform manual processes into structured digital workflows.
• Map and optimize L&D and Distribution processes to reduce turnaround time.
• Develop digital solutions for onboarding, training, certification, and evaluations.
• Provide adoption support, training, and SOP documentation.
• Enable data capture and dashboards with Power BI or Excel.
• Governance, controls, and continuous improvement of workflows.

Skills

Power Automate

Power Platform

Power Apps

Power BI

SharePoint

Teams

Excel

Forms

SQL

Python

JavaScript

Workflow design

Stakeholder engagement

Education

Bachelor's degree in engineering / computer science / information technology or related fields

Tools

Power Automate

Power Platform

SharePoint

Job description

L&D - Deputy Manager – Distribution L&D Analytics & Process Optimization

PMLI16351

Distribution L&D

Gurgaon - Corporate Office

06-Jul-2026

Job Description

Role Title: Process Optimization & Digital Enablement Specialist – Distribution L&D

Experience: 3–6 years

Education: Bachelor's degree in engineering / computer science / information technology or related fields

Location: Gurgaon, Haryana

Department: Distribution Learning & Development (L&D)

Reporting To: Chief Manager – Distribution L&D Analytics & Process Optimization

1. Role Overview
We are seeking a highly motivated and hands-on Process Optimization & Digital Enablement Specialist to design, build, and continuously improve efficient, scalable, in-house digital workflows that enhance productivity, reduce manual effort, and strengthen execution across Distribution processes.
This role focuses on end-to-end process improvement—from process mapping and redesign to digitisation, deployment, and sustained adoption—using Microsoft 365 and low-code workflow tools.
The incumbent will work closely with L&D stakeholders, sales distribution teams, and operations partners to streamline learning operations, compliance tracking, onboarding journeys, and enablement workflows.
The role serves as a core process excellence enabler within Distribution L&D, ensuring consistency, transparency, and operational efficiency across learning and distribution-facing processes.

2. Key Responsibilities

A. Process Digitisation & Workflow Development

• Design, build, test, and deploy digital workflows using Microsoft ecosystem tools to support L&D and Distribution operations.
• Convert manual, email-driven, and spreadsheet-based processes into structured, trackable digital workflows.
• Create end-to-end process flows integrating Microsoft 365 applications (SharePoint, Outlook, Teams, Excel, Forms, Planner, OneDrive, Power BI).
• Implement approvals, validations, notifications, and reusable components to ensure scalability and consistency.
• Ensure robustness through appropriate controls, version management, performance monitoring, and documentation.

B. L&D and Sales Distribution Process Optimization

• Map, analyze, and document existing L&D and Distribution processes to identify inefficiencies and improvement opportunities.
• Redesign processes with a focus on turnaround time reduction, accuracy improvement, effort optimization, and clarity of ownership.
• Develop digital solutions to support:
  • Distributor and advisor onboarding journeys
  • Training nominations, scheduling, and attendance tracking
  • Certification, compliance, and regulatory learning processes
  • Assessments, evaluations, and structured feedback mechanisms
  • Content publishing and learning operations
• Partner with Sales Distribution stakeholders to standardize and optimize enablement-related processes.
• Integrate workflows with LMS platforms, portals, and internal systems where applicable.

C. Adoption, Enablement & Change Support

• Work closely with business users to ensure smooth adoption of newly implemented workflows.
• Conduct user walkthroughs, demos, and training sessions for L&D and Distribution teams.
• Create and maintain SOPs, user guides, and process documentation.
• Capture user feedback and continuously refine workflows to improve usability and effectiveness.

D. Data, Reporting & Operational Insights

• Enable structured data capture and consolidation across L&D and Distribution workflows.
• Support operational MIS, trackers, and trigger-based alerts for better visibility and decision-making.
• Feed reliable and structured data into dashboards (Power BI or Excel-based).
• Ensure data accuracy, consistency, security, and compliance with organizational policies.

E. Governance, Controls & Continuous Improvement

• Maintain comprehensive documentation for workflows, process logic, and enhancements.
• Monitor workflow health and address failures or exceptions in a timely manner.
• Ensure adherence to internal IT, security, privacy, and data governance guidelines.
• Support audits, internal reviews, and periodic process improvement initiatives.

3. Required Skills & Competencies

Technical Skills

• Strong proficiency in Microsoft Power Automate (cloud flows and desktop flows).
• Working knowledge of Power Platform components – Power Apps and Power BI (basic to intermediate preferred).
• Good understanding of workflow design, connectors, triggers, approvals, and controls.
• Hands-on experience with Microsoft 365 tools including SharePoint, Teams, Outlook, Excel, and Forms.
• Basic familiarity with SQL, Python, or JavaScript (good to have, not mandatory).

Process & Analytical Skills

• Strong ability to understand, map, and redesign business processes.
• Analytical mindset with attention to detail and operational metrics.
• Ability to translate business requirements into structured and scalable workflows.

Soft Skills

• Strong communication and stakeholder engagement skills.
• High ownership, accountability, and problem-solving orientation.
• Ability to manage multiple priorities in a fast-paced environment.

4. Certifications (Preferred)

• Microsoft Power Platform Fundamentals (PL-900)
• Microsoft Power Platform App Maker (PL-100)
• Microsoft Power Automate RPA Developer Associate
• Process improvement, workflow, or RPA-related certifications (added advantage)

5. Desired Attributes

• Strong passion for process improvement, operational efficiency, and digital enablement.
• Ability to independently manage the end-to-end lifecycle of process redesign and workflow implementation.
• Continuous improvement mindset with a focus on simplification and standardization.
• Comfort working closely with L&D, Sales Distribution, and Operations teams.
• Strong alignment with learning effectiveness, execution excellence, and business impact outcomes.